Customer Discounts: Discount Sequences

Once you have configured a discount code for your customer discount, you proceed to setting up specific discount sequences for this code on the Discounts (AR209500) form, that is, to specifying particular values for entities and items to which the discounts will be applied. For each discount code, multiple sequences can be configured.

In MYOB Acumatica, the settings you can specify for discount sequences include the discount percent, the discount amount, and the list of entity values to which the discount is applied. Discount sequences can define simple discounts (which are applicable to any amount or quantity) or tiered discounts (for which you can specify different percents or fixed amounts based on the quantities of items or on the amounts).

In this section, you will find information about discount sequences for customer discounts in MYOB Acumatica.

Discount Sequence Settings

Discount sequences are defined on the Discounts (AR209500) form. Each discount sequence is related to a discount code and inherits its settings. Each discount code can have multiple sequences, therefore each sequence related to the same discount code must have a unique identifier. If auto-numbering is configured for the discount code, when you create a new sequence for this discount code, the system assigns its sequence ID automatically. By default, the discount code is used as a prefix for generating sequence IDs. If auto-numbering is not configured for the discount code, you must enter an identifier for each sequence manually.

For each discount sequence, you specify the following:

  • Whether the discount is regular or promotional. If the discount is promotional, it is only effective during the date range that you specify. When you mark a discount as promotional, you must specify the start and end dates of the period during which it is effective. Regular discounts—that is, all other discounts that are not marked as promotional—have the start date but do not have an expiration date.
  • How the discount is expressed: as a percentage, as an amount, or as a specific quantity of a free item.
  • What are the particular entities (such as items, customers, or warehouses) to which the discount can be applied. The applicable entity type or combination of entity types is defined by the discount code, and tabs that apply to the entity type or types specified for the discount code appear on the Discounts form. For instance, if the discount code was defined for discounts to be applied to items, this form will have the Items tab, which you can use to list the particular items to which the sequence is applicable.
  • How the discount is tiered (if applicable): by amount (for discount codes of all types) or by quantity (for only discount codes of the Line and Group types).

Updating Discount Sequences

A discount sequence can define a regular (updatable) discount or a promotional discount.

A promotional discount sequence is effective over a limited time, so this sequence should have an effective (start) date and an expiration date. After the expiration date, the promotional discount is not applicable. To mark a discount sequence as a promotional discount, you select the Promotional check box in the Summary area of the Discounts (AR209500) form.

A regular sequence—that is, a sequence for which the Promotional check box is cleared—has only a start date and does not have an expiration date. You can have the following versions of a regular sequence:

  • The current (active) version, which defines the discount currently in effect
  • The future (pending) version, which defines the discount to be in effect on a particular date in the future
  • The previous (last) version, which defines the discount that was in effect before the current discount

On the Discounts (AR209500) form, you can update break amounts or quantities for each sequence by entering new values in the Pending Break Amount and in either Pending Discount Percent or Pending Discount Amount columns; you also enter the new effective date in the Pending Date column. When the effective date comes, you update the discount sequence by using the Update Discounts button. The Update Discounts button becomes active only after you save the discount on the Discounts (AR209500) form.

After the update, the current sequence version becomes the previous version, and the future version becomes the current one.

If you change properties of multiple discount sequences, you can use the Update Discounts (AR502500) form to update these sequences at once.

Updating Discounts Applied to Documents

For documents with the On Hold status, you can update discounts to include any new discounts or updates to existing ones. To update the discounts, you use the Recalculate Prices dialog box, which opens when you click Recalculate Prices under Other on the More menu of the respective data entry form, such as Invoices (SO303000). In this dialog box, you can select the types of discounts the system will update as follows:

  • If you want the system to recalculate discounts in the document, you select the Recalculate Discounts check box.
  • If you want the system to replace manual line-level discounts with the applicable automatic discounts in the document, you select the Override Manual Line Discounts check box.
  • If you want the system to replace manual group-level and document-level discounts with the applicable automatic discounts in the document, you select the Override Manual Group and Document Discounts check box.