Vendor Discounts

Form ID: (AP205000)

This form is available only if the Vendor Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to define the sequences for vendor discount codes. A discount sequence specifies exactly how the vendor discount is calculated, based on the amount or quantity of the line item or on the amount of the document. A sequence for a discount includes a list of break points, with each break point specifying the range of line amounts, line quantities, or document amounts that are qualified for the specific discount amount or percentage.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Table 1. Form Toolbar Buttons
Button	Description
Update Discounts	Opens the Update Discounts dialog box, which you can use to select pending discount sequences for updating by their start date (pending date). As a result of updating, the current discount amount (or percent) becomes last discount amount (or percent) and the pending discount amount (or percent) becomes the current discount.

Table 2. Update Discounts Dialog BoxYou use this dialog box to select discounts by pending date and to process them.
Element	Description
Filter Date	The latest pending date to select discount sequences for updating.
The dialog box has the following buttons.
OK	Updates the selected (by date) discounts.
Cancel	Cancels your selection and closes the dialog box.

Summary Area

In the Summary area, you can select the vendor whose discount you want to configure and the vendor discount code, and then create sequences for this discount.


Element	Description
Vendor ID	The vendor, by vendor ID, whose discounts are displayed on the form. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Discount Code	The code of the vendor discount for which you want to create a new sequence or view an existing one.
Sequence ID	The ID of the sequence defined for the vendor discount code. An alphanumeric string of up to 10 characters can be used. An ID will be generated by the system if auto-numbering is selected for the discount on the Vendor Discount Codes (AP204000) form.
Active	A check box that you select if the sequence is active. Active sequences for the same discount should not have overlapping time intervals—or, if they do, they should apply to different entities.
Promotional	A check box that you select if the sequence is the vendor's promotional discount. For promotional discount sequences, you must specify the effective date and the expiration date (End Date).
Description	A brief description of the sequence. An alphanumeric string of up to 30 characters can be used.
Discount By	The way the discount is specified for this discount sequence. You can select one of the following options: Percent: The vendor discount is specified by a percentage. Amount: The vendor discount is specified by a fixed amount.
Break By	The way the break points for this discount sequence are specified. Select one of the following options: Quantity: The ranges for the sequence are formed by the specified quantities. Amount: The ranges for the sequence are formed by the specified amounts.
Effective Date	The date when the sequence becomes effective; this box appears for promotional discount sequences only (that is, those for which the Promotional check box is selected).
Prorate Discount	This check box is not applicable to vendor discounts.
Expiration Date	The date when the promotional discount expires. Expiration Date is visible for the sequence if the Promotional check box is selected.
Last Update Date	A read-only box that shows the date when the discount sequence was last updated. Last Update Date is visible for only a non-promotional discount sequence; the system inserts a value if the sequence has been updated at least once.

Discount Breakpoints Tab

You use the Discount Breakpoints tab to define for a new sequence the discount tiers according to the options selected in the Summary area, or to view the details of an existing sequence. The columns in this tab's table generally depend on the options selected in the Discount By and Break By boxes.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 3. Table Columns (Quantity as the Break By Option)If *Quantity* is selected as the Break By option, the table has the following columns.
Column	Description
Break Quantity	The quantity of items (break quantity) that starts a new range for a discount level for the currently effective sequence. Any break quantity should be specified in the base units.
Discount Percent	The discount percent to be currently used for the quantities that exceed this break quantity if the Percent option is selected as Discount By.
Discount Amount	The discount amount to be used for the quantities that exceed this break quantity if the Amount option is selected as Discount By.
Pending Break Quantity	The quantity of items (break point) that starts a new range for the pending (not yet effective) sequence.
Pending Discount Percent	The discount percent to be used with the pending break point for the pending sequence if the Percent option is selected as Discount By.
Pending Discount Amount	The amount to be used as the discount for the pending sequence if the Amount option is selected as Discount By.
Pending Date	The start date for the pending sequence.
Last Break Quantity	The quantity of item (break point) that started the range for the discount sequence used before the effective date.
Last Discount Percent	The discount percent used for the break point for the discount sequence that was in effect before the effective date.
Last Discount Amount	The amount used as the discount for the discount sequence that was in effect before the effective date.
Last Date	The date when the current sequence became effective.

Table 4. Table Columns (Amount as the Break By Option)If *Amount* is selected as the Break By option, the table has the following columns.
Column	Description
Break Amount	The line or document amount (break point) that starts the new range for the currently effective sequence.
Discount Amount	The discount percent to be used for the amounts that exceed this break amount for the currently effective sequence if the Amount option is selected as Discount By.
Discount Percent	The discount percent to be currently used for the quantities that exceed this break quantity if the Percent option is selected as Discount By.
Pending Break Amount	The amount (break point) that starts the new range for the pending sequence (one that is not yet in effect).
Pending Discount Percent	The discount percent to be used for amounts in this range of the pending sequence if the Percent option is selected as Discount By.
Pending Discount Amount	The discount amount to be used for the amounts in this range of the pending sequence if the Amount option is selected as Discount By.
Pending Date	The start date for the pending sequence.
Last Break Amount	The amount (break point) that started the new range for the previously effective sequence (the one that was used before the effective date).
Last Discount Percent	The percentage used for the break point in the previously effective sequence. This column appears if the Percent option is selected in the Discount By box.
Last Discount Amount	The amount used as the discount for the amounts in this range in the previously effective sequence. This column appears if the Amount option is selected in the Discount By box.
Effective Date	The date when the current sequence has became effective.

Table 5. Table Columns (the Promotional Check Box Is Selected)
Column	Description
Break Amount	The line amount (break point) that starts the new amount range for the promotional sequence if Amount is selected as the Break By option.
Break Quantity	The quantity (break point) that starts the new quantity range for the promotional sequence if Quantity is selected as the Break By option.
Discount Amount	The amount of the discount for this range for the promotional sequence. This column appears if Amount is selected in the Discount by box.
Discount Percent	The percent of the discount for this range for the promotional sequence. This column appears if Percent is selected in the Discount by box.
Free Item Qty.	The quantity of free items to be used as the discount in this amount (quantity) range for this promotional sequence. This column appears if Free Item is selected in the Discount by box.

Free Items Tab

The Free Items tab of the form has a table showing the free items to be added as the discount. This tab appears only if Free Item is selected in the Discount by box.


Element	Description
Free Item	The free item (by its inventory ID) that is added to orders as the discount for this sequence.
Pending Free Item	The free item (by its inventory ID) that will be added to orders as the discount for this sequence, starting on the date specified in the Pending Date column on the Discount Breakpoints tab.
Last Free Item	The free item (by its inventory ID) that had been added to orders as the discount for this sequence before the date shown in the Last Date column on the Discount Breakpoints tab.
Last Update	A read-only box that shows the date when this discount sequence has been updated last.

Items Tab

The Items tab of the form has a table showing the items to which the discount sequence is applicable.

This tab appears only if one of the options that includes Item (Item or Location and Item) is selected in the Applicable to column on the Vendor Discount Codes (AP204000) form for this discount code.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Inventory ID	The stock or non-stock item, by its inventory ID, to which the sequence can be applied.
Description	The description of the item.

Locations Tab

The Locations tab of the form has a table showing the locations to which the discount sequence is applicable.

This tab appears only if one of the options that includes Location (Location or Location and Item) is selected in the Applicable to column on the Vendor Discount Codes (AP204000) form for this discount code.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Location	The location to which the sequence can be applied.
Description	The description of the location.