| # Discount Schedules (tdpcg0121m000) Use this session to view, enter, and maintain discount schedule lines. This session appears as a tab in the Discount Schedule (tdpcg0612m000) session. Note If the Used for Promotions check box is selected for the discount schedule header, you can offer a premium as a means of promotion. If the promotion is one free item, you can maintain the premium in this session. If the promotion includes a list of free items (premiums) you must create a promotion group for the premiums in the Promotion Group - Premiums (tdpcg0144m000) session and link the promotion group to a discount schedule line in this session. Related topics Setting up a discount schedule Multiple discount levels Matrix structure Discount Schedule An entity in which you can store discount information that is valid for a given period of time and that is used to calculate discounts for an item. A discount schedule includes the following elements: A discount schedule header, which contains the code, type, and use of the discount schedule. One or more discount schedule lines, which contain the discounts. The discounts specified 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 can be linked to a price book. Discount Schedule Type The type of schedule used for the discount schedule. Default value This value is defaulted from the Schedule Type field in the Discount Schedule Codes (tdpcg0112m000) session. Break Type An entity used to specify how breaks between ranges of entities such as distances, amounts, or ordered quantities of items are defined. A break, in this case, is the first or the last number of a range. A break type has either of the following values: Minimum The break is the lowest number of a range. Example
Break type minimum
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. Up To The break is the highest number of a range. Example
Break type up to
Distance | Freight rate
--- | ---
100 | 10
1000 | 50
In this case, the breaks are 100 and 1000. For distances <= 100, the rate is 10. For distances > 100 and <= 1000, the rate is 50. Break Value Specify the minimum or maximum quantity or value for which the discount will be applied. Note The Discount Schedule Type determines whether a quantity break or a value break is used. Unit The unit in which the quantity is expressed. Cur The currency in which the break value and discount amount are stored. Discount A way to indicate why a discount was granted. For example, you can grant a discount because the customer orders large quantities. If you grant a discount or if you add a surcharge to a sales invoice, you can enter a discount code to indicate the reason. Surcharges and discounts can be the result of the following: Standard discounts Surcharges Payable commissions Payable rebates Premium The premium offered as a promotion. Premium Quantity The number of premiums offered. Premium Promotion Group The promotion group for the premium. Effective Date The first date on which the discount schedule line is valid. The default effective date is equal to the system date. Expiry Date The date and time as from which the discount schedule line is no longer valid. Reference Any informative description field used to refer to, for example: The person or department with authorization to perform a specific task. The business partner's contact. The original invoice number. Source The means by which the discount is created. This field can have the following values: Manual The discount is manually specified. RFQ The discount is copied from an RFQ. As a result, the RFQ number, position number and sequence number are displayed. Note You can copy discounts from an RFQ into a discount schedule in the Convert RFQs (tdpur1202m000) session. Method Select the discount method used to calculate the discounts. Allowed values Discount Method Note For an example of calculating multiple discounts, refer to Multiple discount levels. Stop Discounting If this check box is selected, and a discount is found, the discount retrieving process stops. Percentage The discount percentage that is subtracted from the gross amount or the net amount. Note You can enter a discount percentage or a discount amount, not both. Amount The discount amount, which is calculated by unit and subtracted from the gross amount. Note You can enter a discount percentage or a discount amount, not both. Delete Price Information Starts the Delete Price Information (tdpcg0200m000) session. |