<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000027" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To set up a discount matrix</Title>
		<Keyword><Level1>matrix</Level1>
		</Keyword>
		<Keyword><Level1>discount matrix</Level1>
		</Keyword>
		<Keyword><Level1>discount</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>In the <GUIRef href="/baanerp/td/pcg" role="module">Pricing Control</GUIRef> module, a discount matrix is a discount structure that offers flexible criteria to define and retrieve discounts.</Paragraph>
		<List><ListIntro>Essentially, a discount matrix consists of the following elements:</ListIntro>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#MatrixDefini.td" role="glossary">matrix definition</Link>.</ListItem>
			<ListItem>A set of <Link href="/baanerp/td/glossary/glossary#000366" role="glossary">matrix attributes</Link>.</ListItem>
			<ListItem>Discount information. <List><ListIntro>The discount information can be:</ListIntro>
					<ListItem>A <Link href="/baanerp/td/glossary/glossary#000217" role="glossary">discount amount</Link>.</ListItem>
					<ListItem>A <Link href="/baanerp/td/glossary/glossary#000364" role="glossary">discount percentage</Link>.</ListItem>
					<ListItem>A <Link href="/baanerp/td/glossary/glossary#000363" role="glossary">discount schedule</Link>.</ListItem>
				</List>
			</ListItem>
		</List>
		<Paragraph>If the properties of the sales order match the properties of the discount matrix, the discount amount/percentage from the discount matrix, or from the discount schedule that is linked to the discount matrix, is applied to the sales order.</Paragraph>
	</GeneralSection>
	<ProcedureSection><SectionTitle>Settings</SectionTitle>
		<ProcIntro><Paragraph>To set up a discount matrix, complete the following steps:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Define the following fields in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session:</ListIntro>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF1" role="groupbox">General</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.nmdl" role="fieldhelp">Number of Discount Levels</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngmd" role="fieldhelp">Matrix Definition Number Group</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngds" role="fieldhelp">Discount Schedule Number Group</Link>
					</ListItem>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.sales" role="groupbox">Sales</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv1" role="fieldhelp">Level 1 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv2" role="fieldhelp">Level 2 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv3" role="fieldhelp">Level 3 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv4" role="fieldhelp">Level 4 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv5" role="fieldhelp">Level 5 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.spdt" role="fieldhelp">Price Date Type</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpds" role="fieldhelp">Recalculate Prices and Discounts</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.satd" role="fieldhelp">Add/Overwrite Total Discounts</Link>
					</ListItem>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.purchase" role="groupbox">Purchase</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv1" role="fieldhelp">Level 1 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv2" role="fieldhelp">Level 2 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv3" role="fieldhelp">Level 3 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv4" role="fieldhelp">Level 4 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv5" role="fieldhelp">Level 5 Discount Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ppdt" role="fieldhelp">Price Date Type</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpdp" role="fieldhelp">Recalculate Prices and Discounts</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.patd" role="fieldhelp">Add/Overwrite Total Discounts</Link>
					</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0110m000" role="session">Matrix Definitions (tdpcg0110m000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Define a <Link href="/baanerp/td/glossary/glossary#MatrixDefini.td" role="glossary">matrix definition</Link> of the following matrix types:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#soldsc" role="enum">SOL Discount</GUIRef>, to define matrix attributes for sales order line discounts.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#sodsc" role="enum">SO Total Discount</GUIRef>, to define matrix attributes for sales order total discounts.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#poldsc" role="enum">POL Discount</GUIRef>, to define matrix attributes for purchase order line discounts.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#podsc" role="enum">PO Total Discount</GUIRef>, to define matrix attributes for purchase order total discounts.</ListItem>
				</List>
				<Paragraph>In the <GUIRef href="/baanerp/td/pcg/tdpcg0110m000" role="session">Matrix Definitions (tdpcg0110m000)</GUIRef> session, you must define the elements, which are matrix attributes, for which you want to set up a discount amount, discount percentage, or discount schedule.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</GUIRef>
				</StepTitle>
				<Paragraph>Define a <Link href="/baanerp/td/glossary/glossary#000101" role="glossary">matrix sequence</Link> for the matrix definition in the <Link href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</Link> session. In this session, you define your own search sequence to find a discount.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0112m000" role="session">Discount Schedule Codes (tdpcg0112m000)</GUIRef>
				</StepTitle>
				<Paragraph>If you want SSA ERP to retrieve discounts from a discount schedule, define discount schedule codes in the <Link href="/baanerp/td/pcg/tdpcg0112m000" role="session">Discount Schedule Codes (tdpcg0112m000)</Link> session. Discount schedule codes are used to identify discount schedules.</Paragraph>
				<Paragraph>A discount schedule can have different origins, but if you want to use it in a discount matrix, the origin must be <GUIRef href="/baanerp/td/domains/pcg.dsor#stnd" role="enum">Standard</GUIRef>. A <GUIRef href="/baanerp/td/domains/pcg.dsor#stnd" role="enum">Standard</GUIRef> discount schedule is allocated to a standard sales order or purchase order.</Paragraph>
				<List><ListIntro>In this session, you must also define the <GUIRef href="/baanerp/td/pcg/tdpcg0112m000#tdpcg012.scty" role="formfield">Schedule Type</GUIRef> field, which can be set to:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.scty#quantity" role="enum">Quantity Break</GUIRef>, if discount agreements in your company are made on the basis of the ordered quantity.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.scty#value" role="enum">Value Break</GUIRef>, if discount agreements in your company are made on the basis of the order value.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0121m000" role="session">Discount Schedules (tdpcg0121m000)</GUIRef>
				</StepTitle>
				<Paragraph>In the <Link href="/baanerp/td/pcg/tdpcg0121m000" role="session">Discount Schedules (tdpcg0121m000)</Link> session, you can define discount schedules with the <GUIRef href="/baanerp/td/domains/pcg.dsor#stnd" role="enum">Standard</GUIRef> origin. In a discount schedule, you link a discount schedule code to a discount amount or percentage, and you determine the order quantity or amount to which the discount applies. You can also specify the <Link href="/baanerp/td/glossary/glossary#000371" role="glossary">break type</Link> for the schedule type.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0130m100" role="session">Discount Matrices (tdpcg0130m100)</GUIRef>
				</StepTitle>
				<Paragraph>Discount matrices are defined in the <Link href="/baanerp/td/pcg/tdpcg0130m100" role="session">Discount Matrices (tdpcg0130m100)</Link> session. In this session, you must link a matrix definition to a discount amount, discount percentage, or discount schedule, and you must enter values for the matrix attributes. As a result, matrix attributes are linked to a discount amount, a discount percentage, or a discount schedule.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<ExampleSection><SectionTitle>Example</SectionTitle>
		<Paragraph>For matrix type <GUIRef href="/baanerp/td/domains/pcg.maty#soldsc" role="enum">SOL Discount</GUIRef>, define the matrix definition MD1 (matrix definition one). Add the attributes terms of delivery, currency and item to the matrix definition.</Paragraph>
		<List><ListIntro>Specify the discount schedule SLS1 for items with the following characteristics:</ListIntro>
			<ListItem>Currency USD.</ListItem>
			<ListItem>A minimum break of 10 pieces.</ListItem>
			<ListItem>A valid period from September 1 to December 1 2004.</ListItem>
			<ListItem>A discount of $50 each.</ListItem>
		</List>
		<List><ListIntro>Define a discount matrix for matrix type <GUIRef href="/baanerp/td/domains/pcg.maty#soldsc" role="enum">SOL Discount</GUIRef>, and select matrix definition MD1 and discount schedule SLS1. Enter values for the matrix attributes, such as the following:</ListIntro>
			<ListItem>Terms of delivery: CoD (Cash on Delivery).</ListItem>
			<ListItem>Currency: USD.</ListItem>
			<ListItem>Item: Laptop computer A1.</ListItem>
		</List>
	</ExampleSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000382" role="manual">Discount retrieval</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000016" role="manual">Multiple discount levels</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000011" role="manual">Matrix structure</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
