| To set up a discount schedule |  |
| A discount schedule is used to calculate discounts for an item. The discounts defined in a discount schedule are expressed as a percentage or an amount and are subject to a minimum or maximum quantity or value. A discount schedule includes the following elements: A discount schedule origin. A discount schedule code. A discount schedule type. A break type and break values. To set up a discount schedule Step 1. Define a discount schedule number group Define a discount schedule number group in the Discount Schedule Number Group field of the Pricing Parameters (tdpcg0100m000) session. Step 2. Define a discount schedule code Define a discount schedule code for the discount schedule in the Discount Schedule Codes (tdpcg0112m000) session. The discount schedule origin can be one of the following: Standard The discount schedule is allocated to a standard order. Sales Contracts The discount schedule is allocated to a sales contract. In this case, the discount schedule must be linked to a sales contract line in the Sales Contract Lines (tdsls3501m000) session. Purchase Contracts The discount schedule is allocated to a purchase contract. In this case, the discount schedule must be linked to a purchase contract price revision in the Purchase Contract Price Revisions (tdpur3103m000) session. RFQs The discount schedule is allocated to a request for quotation (RFQ). Promotion The discount schedule is allocated to a promotion. In the Discount Schedule Codes (tdpcg0112m000) session, you must also define the Discount Schedule Type field, which can be set to: Quantity Break If discount agreements in your company are made on the basis of the ordered quantity. Value Break If discount agreements in your company are made on the basis of the order value. Multiplier This schedule type is used for promotions. It is used to calculate the number of premiums based on the Quantity Break. One premium is given per number of items specified as the Quantity Break of the order. For example, if the Quantity Break is 10 and the total ordered quantity is 30, the number of premiums for that order is 3. Step 3. Define discount schedules You can enter and maintain: Standard discount schedules in the Discount Schedules (tdpcg0121m000) session. Discount schedules for sales contracts, purchase contracts, or RFQs in the Discount Schedule - by Origin (tdpcg0121m100) session. Discount schedules for promotions in the Discount Schedules for Promotions (tdpcg0121m300) session. In each of these sessions, you must define the following break fields: Break Type Specifies how breaks between ranges of entities such as distances, amounts, or ordered quantities of items are defined. A break is the first or the last number of a range. A break type can be set to one of the following: Minimum The break is the lowest number of a range. Up To The break is the highest number of a range. Break Quantity/Value The minimum or maximum quantity or amount for this discount schedule. Whether it is a minimum or maximum quantity, depends on the break type. Example
Quantity break schedule type
Minimum break type
Ordered quantity | Discount
--- | ---
10 | 3%
50 | 5%
In this case, the breaks are 10 and 50. Ordered quantities >= 10 and < 50 get a 3% discount. Ordered quantities of 50 and more get a 5% discount.
Value break schedule type
Up to break type
Ordered amount | Discount
--- | ---
100 | 0%
1000 | 5%
In this case, the breaks are 100 and 1000. For amounts <= 100, the discount is 0%. For amounts > 100 and <= 1000, the discount is 5%. Note If you link a discount schedule to a price book in the Price Books (tdpcg0131m000) session, additional discounts for items are applied via the discount schedule on the price book. If a matrix structure exists, discount schedules are specified in the Discount Matrices (tdpcg0130m100) session. Related topics Matrix structure To set up a discount matrix To set up a price matrix Discount retrieval |