<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000027" xml:lang="en">
   <Header>
      <Title>Setting up a discount matrix</Title>
      <Keyword type="header" order="d1e1596985">
         <Level1>Pricing matrix</Level1>
         <Level2>discount matrix</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1596990">
         <Level1>Discount matrix</Level1>
         <Level2>setting up</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>In <GUIRef href="/baanerp/td/pcg" role="module">Pricing</GUIRef>, 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,
		  which can be: <List>
               <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,
		for example, 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>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>You can specify how many discount levels your organization
		  uses and define for each level how it is used. For more information, refer to <Link href="/baanerp/td/onlinemanual/000016" role="manual">Multiple discount levels</Link>.</Paragraph>
      </Note>
   </GeneralSection>
   <ProcedureSection>
      <SectionTitle>To set up a discount matrix</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>
            <Paragraph>Define the following fields in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session:</Paragraph>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="12">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1"> 
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF1" role="groupbox">General</GUIRef> tab</TH>
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.sales" role="groupbox">Sales</GUIRef> tab</TH>
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.purchase" role="groupbox">Purchase</GUIRef> tab</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.dlim" role="formfield">Multiple Discount Levels Implemented</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.assl" role="formfield">Attribute Set for Sales Line Discount</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.aspl" role="formfield">Attribute Set for Purchase Line Discount</Link>
                     </TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.nmdl" role="formfield">Number of Discount Levels</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.aspo" role="formfield">Attribute Set for Purchase Total Discount</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.asso" role="formfield">Attribute Set for Sales Total Discount</Link>
                     </TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngmd" role="formfield">Matrix Definition Number Group</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv1" role="formfield">Level 1 Discount Control</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv1" role="formfield">Level 1 Discount Control</Link>
                     </TD>
                  </TR>
                  <TR no="5" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngds" role="formfield">Discount Schedule Number Group</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv2" role="formfield">Level 2 Discount Control</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv2" role="formfield">Level 2 Discount Control</Link>
                     </TD>
                  </TR>
                  <TR no="6" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv3" role="formfield">Level 3 Discount Control</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv3" role="formfield">Level 3 Discount Control</Link>
                     </TD>
                  </TR>
                  <TR no="7" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv4" role="formfield">Level 4 Discount Control</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv4" role="formfield">Level 4 Discount Control</Link>
                     </TD>
                  </TR>
                  <TR no="8" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.slv5" role="formfield">Level 5 Discount Control</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.plv5" role="formfield">Level 5 Discount Control</Link>
                     </TD>
                  </TR>
                  <TR no="9" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.spdt" role="formfield">Sales Price Date Type</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ppdt" role="formfield">Purchase Price Date Type</Link>
                     </TD>
                  </TR>
                  <TR no="10" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpds" role="formfield">Recalculate Prices and Discounts</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpdp" role="formfield">Recalculate Prices and Discounts</Link>
                     </TD>
                  </TR>
                  <TR no="11" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.satd" role="formfield">Add/Overwrite Total Discounts</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.patd" role="formfield">Add/Overwrite Total Discounts</Link>
                     </TD>
                  </TR>
                  <TR no="12" isLast="true">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.sudf" role="formfield">Use Derived from Item</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pudf" role="formfield">Use Derived from Item</Link>
                     </TD>
                  </TR>
               </TBODY>
            </TABLE>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/pcg/tdpcg0610m000" role="session">Matrix Definition - Priorities (tdpcg0610m000)</GUIRef>
            </StepTitle>
            <ProcedureList>
               <ListIntro>In the <Link href="/baanerp/td/pcg/tdpcg0610m000" role="session">Matrix Definition - Priorities (tdpcg0610m000)</Link> session:</ListIntro>
               <ListItem> 
                  <List>
                     <ListIntro>Define a <Link href="/baanerp/td/glossary/glossary#MatrixDefini_td" role="glossary">matrix definition</Link> of the
					 following matrix types:</ListIntro>
                     <ListItemHead>
                        <GUIRef href="/baanerp/td/domains/pcg.maty#soldsc" role="option">Sales Line Discount</GUIRef>
                     </ListItemHead>
                     <ListItem>To define matrix attributes for sales order line
					 discounts.</ListItem>
                     <ListItemHead>
                        <GUIRef href="/baanerp/td/domains/pcg.maty#sodsc" role="option">Sales Total Discount</GUIRef>
                     </ListItemHead>
                     <ListItem>To define matrix attributes for sales order total
					 discounts.</ListItem>
                     <ListItemHead>
                        <GUIRef href="/baanerp/td/domains/pcg.maty#poldsc" role="option">Purchase Line Discount</GUIRef>
                     </ListItemHead>
                     <ListItem>To define matrix attributes for purchase order line
					 discounts.</ListItem>
                     <ListItemHead>
                        <GUIRef href="/baanerp/td/domains/pcg.maty#podsc" role="option">Purchase Total Discount</GUIRef>
                     </ListItemHead>
                     <ListItem>To define matrix attributes for purchase order total
					 discounts.</ListItem>
                  </List>
               </ListItem>
               <ListItem>Define the elements, which are <Link href="/baanerp/td/glossary/glossary#000366" role="glossary">matrix attributes</Link>, for which
				you want to set up a discount amount, discount percentage, or discount
				schedule.</ListItem>
               <ListItem>Define a <Link href="/baanerp/td/glossary/glossary#000101" role="glossary">matrix priority</Link> for the
				matrix definition, which is used as a search priority to find a discount.</ListItem>
            </ProcedureList>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/pcg/tdpcg0112m000" role="session">Discount Schedule Codes (tdpcg0112m000)</GUIRef>
            </StepTitle>
            <Paragraph>If you want ERP Enterprise 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="option">Standard</GUIRef>.
			 A <GUIRef href="/baanerp/td/domains/pcg.dsor#stnd" role="option">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="manual">Discount Schedule Type</GUIRef> field, which can be set to:</ListIntro>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.scty#quantity" role="option">Quantity Break</GUIRef>
               </ListItemHead>
               <ListItem>If discount agreements in your company are made on the
				basis of the ordered quantity.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.scty#value" role="option">Value Break</GUIRef>
               </ListItemHead>
               <ListItem>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="option">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>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000020" role="manual">Setting up a discount schedule</Link>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/pcg/tdpcg0130m100" role="session">Discount Matrices (tdpcg0130m100)</GUIRef>
            </StepTitle>
            <Paragraph>Define discount
			 matrices 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="option">Sales Line Discount</GUIRef>, define the matrix definition MD1 (matrix definition one).
		Add the attributes delivery terms, 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="option">Sales Line Discount</GUIRef> and select matrix definition MD1 and discount schedule SLS1.
		  Enter values for the matrix attributes, such as the following:</ListIntro>
         <ListItem>Delivery terms: 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>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000013" role="manual">Overview of Pricing</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>