Vendor Discount Codes

In MYOB Advanced, any customer discount is defined by a combination of parameters specified for a discount code on the Vendor Discount Codes (AP204000) form and for a discount sequence specified on the Vendor Discounts (AP205000) form.

When you create a discount code on the Vendor Discount Codes form, you specify the following:
  • The level on which the discounts of this document type are applied: a specific line, group of lines or the entire document
  • Whether the discounts are applied automatically or manually
  • Whether the discounts are applied unconditionally or based on a set of conditions

Line, Group, and Document Discounts

For a discount code that you create on the Vendor Discount Codes (AP204000) form, you select one of the following levels at which this discount is applied:

  • Line: This discount applies to a document line. A line-level discount may be based on the line amount or quantity of the line, and the discount can be expressed as a percentage or a fixed amount. A line-level discount can be applied to the unit cost of an item or the extended cost of the item (line amount), depending on the option selected in the Apply Line Discounts To box on the Calculation Settings tab of this form.
  • Group: This discount applies to multiple lines of the same document. A group-level discount may be based on the total amount or quantity that is in these lines, and the discount can be expressed as a percentage or a fixed amount.
  • Document: This discount applies to the document total. A document-level discount is based on the document total, and the discount can be expressed as a percentage or a fixed amount.

Automatic and Manual Discounts

For a discount code, you can specify if the system should apply this discount automatically or a user will apply the discount manually. To mark the discount as manual, you select the Manual check box on the Vendor Discount Codes (AP204000) form. You can use manual discounts, for example, for rebates or coupons.

The system applies automatic discounts when a user saves a document. You can apply a manual discount to a particular document by using the appropriate form, which can be one of the following:

For details, see Application of Vendor Discounts.

On the Discounts tab of the Bills and Adjustments form or Discounts tab of the Purchase Orders form, you can view the details of the document-level and group-level discounts, automatic or manual, that were applied to the document.

Conditional and Unconditional Discounts

On the Vendor Discount Codes (AP204000) form, for each discount code, you can specify whether a line-level or group-level discount is applicable to a specified entity or multiple specified entities (that is, the discount is conditional) or it is applicable to any entity (that is, the discount is unconditional). Document-level discounts are always unconditional and apply to the document total.

You can apply the line-level and group-level discounts to one of the following entity types or combinations of entity types:

  • Item
  • Item Price Class
  • Location
  • Item and Location
Note: The Location and Item and Location options are available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

After you have defined the discount codes, when you create discount sequences on the Vendor Discounts (AP205000) form, you can specify particular values for entities. For example, if a vendor provides a significant discount on a new product to promote it, you can create a line-level discount that will be applied to this particular product.