Discounts for maintenance customer orders

Settings

You can set up discounts for maintenance customer orders using one of these methods:

• Discount models
• Agreement lines
• MCO lines.

Discount models

Discount models offer a method of automatically calculating and applying discounts to MCOs. The discount model is defined on the maintenance agreement on 'Maintenance Agreement. Open' (COS410/G). You can edit the calculated discount in 'Maintenance Customer Order. Discount' (COS179), if the discount model allows this.

Agreement lines

You can define discounts for each maintenance agreement line in 'Maintenance Agreement. Enter Line Discount' (COS438). The discount can be expressed as a percentage at the transaction level or as a percentage or fixed amount at the fixed price level.

You can define a discount for these transaction types:

• Labor
• Material
• Subcontract
• Miscellaneous
• Fixed price on an MCO line level.

The discount on the agreement line defaults to the MCO line. If a discount model is used, it overrides any discounts specified on agreement lines.

MCO lines

You can specify discounts for individual MCO lines in 'Maint CO. Enter Order Line Discount' (COS118). The discount can be expressed as a percentage at the transaction level or as a percentage or fixed amount at the fixed price level.

You can define a discount for these transaction types:

• Labor
• Material
• Subcontract
• Miscellaneous
• Fixed price on an MCO line level.

If you use a discount model, the manually specified discount overrides the discount calculated from the discount model.

Manually adjusting discount from discount model

You can manually adjust automatically calculated discounts from a discount model. You can do this if the discount model has 'Man changeable' selected in 'Discount Model. Connect Disc Number' (OIS805).

You can edit the discount on applicable transactions in 'Maint CO. Check Preliminary Invoice Spec' (COS170) using related option 14='Discount'.