Discounts

Form ID: (AR209500)

You use this form to define the sequences for discount codes. A discount sequence specifies exactly how the 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. For more information, see Configuring and Applying Customer Discounts.

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

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 by their start date (pending date) for updating. As a result of updating, the current discount amounts (or percents) become the last discount amounts (or percents), and the pending discount amounts (or percents) become the current discounts.
Table 2. Update Discounts Dialog BoxYou use this dialog box to select discount sequences by pending date and to update the discounts.
Element Description
Filter Date The latest pending date to select discount sequences for updating.

The dialog box has the following buttons.
OK Updates the discounts that are selected based on the specified date.
Cancel Cancels your selection and closes the dialog box.

Summary Area

In the Summary area, you can create a new discount sequence for the discount and specify its general options, or select an existing sequence and view its options.

Element Description
Discount Code The code of the 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 discount. 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 Discount Codes form.
Active A check box that indicates (if selected) that the sequence is active. Active sequences for the same discount should not have overlapping time intervals—or if they do, the sequences should apply to different entities.
Promotional A check box that indicates (if selected) that the sequence is a promotional discount. For promotional discount sequences, you must specify the effective date and the expiration date (End Date).
Discount By The way the discount for the sequence is specified. The following options are available:
  • Percent: The discount is specified by a percentage.
  • Amount: The discount is specified by a fixed amount.
  • Free Item: The discount is defined by a specific quantity of a certain free item added to an order. This option is used only with group-level discounts.
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.
Prorate Discount A check box that indicates (if selected) that the discount can be prorated. With prorated discounts, the amount of the discount (or the number of free items) is calculated as if the order is split into multiple orders, so that the customer can get the largest possible discount. To determine the amount of the discount (or the number of free items) for a discountable quantity larger than one break point but less than the next break point, the system treats the discountable quantity as a combination of break point quantities, by using the largest possible break point quantities. It then calculates the discount amount (or the number of free items) according to the break points used. For details, see Customer Discounts: Calculation of Prorated Discounts.
Effective Date The date when the sequence becomes effective; this box appears for promotional discount sequences only.
Expiration Date The date when the promotional discount expires. This box appears 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. This box appears only for a non-promotional discount sequence; the system inserts a value if the sequence has been updated at least once.
Description A brief description of the sequence. An alphanumeric string of up to 30 characters can be used.

Discount Breakpoints Tab

You use the Discount Breakpoints tab to create a breakdown sequence defined in accordance with the options selected in the Summary area, or to view the details of an existing sequence. The columns on 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. Depending on the Apply Quantity Discounts To option selected on the Accounts Receivable Preferences (AR101000) form, the break quantity is specified in the base unit of measure (if the Base UOM option is selected) or in the unit of measure specified in the document line (if the Document Line UOM option is selected).
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 the 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.
Active A check box that, if selected, indicates that the discount specified in this line is currently active. The system searches for the best discount only within active discounts.
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 Percent The discount percent to be used for the amounts that exceed this break amount for the currently effective sequence.
Effective Date The date when the current sequence has became effective.
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 the break point in the pending sequence.
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.
Active A check box that, if selected, indicates that the discount specified in this line is currently active. The system searches for the best discount only within active discounts.
Table 5. Table Columns (Amount as the Break By Option and Free Item as the Discount By Option)If Amount is selected as the Break By option and Free Item as the Discount By option, the table has the following columns.
Column Description
Break Amount The line amount (break point) that starts the new range for the currently effective sequence.
Free Item Qty. The quantity of the free item to be added as the discount to orders for this discount sequence. Depending on the Apply Quantity Discounts To option selected on the Accounts Receivable Preferences (AR101000) form, the free item quantity is specified in the base unit of measure (if the Base UOM option is selected) or in the sales unit of measure (if the Document Line UOM option is selected).
Pending Date The start date for the pending sequence.
Pending Break Amount The amount (break point) that starts the new range for the pending sequence (the one that is not yet in effect).
Pending Free Item Qty. The quantity of the free item to be added as the discount to orders for the pending discount sequence. Depending on the Apply Quantity Discounts To option selected on the Accounts Receivable Preferences (AR101000) form, the free item quantity is specified in the base unit of measure (if the Base UOM option is selected) or in the sales unit of measure (if the Document Line UOM option is selected).
Effective Date The date when the current sequence has became effective.
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 Free Item Qty. The quantity of the free item that was used as the discount for the previously effective sequence. Depending on the Apply Quantity Discounts To option selected on the Accounts Receivable Preferences (AR101000) form, the free item quantity is specified in the base unit of measure (if the Base UOM option is selected) or in the sales unit of measure (if the Document Line UOM option is selected).
Active A check box that, if selected, indicates that the discount specified in this line is currently active. The system searches for the best discount only within active discounts.
Table 6. Table Columns (the Promotional Check Box Is Selected)
Column Description
Break Amount The line amount (break point) that starts the new range for the promotional sequence.
Discount Amount The amount of the discount for this range for the promotional sequence.
Active A check box that, if selected, indicates that the discount specified in this line is currently active. The system searches for the best discount only within active discounts.

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 Date 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, Customer and Item, or Customer Price Class and Item) is selected in the Applicable to column on the Discount Codes (AR209000) 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.

Item Price Classes Tab

The Item Price Classes tab of the form has a table with the item price classes to which the discount sequence is applicable. This tab appears only if one of the options that includes Item Price Class (Item Price Class, Customer and Item Price Class, or Customer Price Class and Item Price Class) is selected in the Applicable to column on the Discount Codes (AR209000) form for this discount code.

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

Column Description
Price Class ID The item price class to which the sequence is applicable.
Description The description of the item price class.

Customers Tab

The Customers tab of the form has a table with the customers to which the discount sequence is applicable. This tab appears only if one of the options that includes Customer (Customer, Customer and Item, or Customer and Item Price Class) is selected in the Applicable to column on the Discount Codes (AR209000) form for this discount code.

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

Column Description
Customer

The customer to which the sequence is applicable.

The list of customers 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 Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, 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 branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Description The business name of the customer.

Customer Price Classes Tab

The Customer Price Classes tab of the form has a table with the customer price classes to which the discount sequence is applicable. This tab appears only if one of the options that includes Customer Price Class (Customer Price Class, Customer Price Class and Item, or Customer Price Class and Item Price Class) is selected in the Applicable to column on the Discount Codes (AR209000) form for this discount code.

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

Column Description
Customer Price Class ID The customer price class to which the sequence is applicable.
Description The description of the customer price class.

Warehouses Tab

The Warehouses tab of the form has a table that lists the warehouses to which the discount sequence is applicable. This tab appears only if one of the options that includes Warehouse (Warehouse, Warehouse and Item, Warehouse and Customer Price Class, Warehouse and Customer, or Warehouse and Item Price Class) is selected in the Applicable to column on the Discount Codes (AR209000) form for this discount code.

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

Column Description
Warehouse ID The warehouse to which the sequence can be applied.
Description The description of the warehouse.

Branches Tab

The Branches tab of the form has a table showing the branches to which the sequence can be applied. This tab appears only if the Branch option is selected in the Applicable to column on the Discount Codes (AR209000) form for this discount code.

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

Column Description
Branch The branch to which the sequence can be applied.
Description The description of the branch.