| # Global Update of Discounts (tdpcg0230m100) Use this session to update discounts in discount matrices, given a matrix definition and matrix attribute values. Create a report to update the (ranges of) attributes. If you only want to simulate an update report, select the Simulation Only check box. For example, you can update the discount percentage by 5% for a range of sold-to business partners living in a certain area. Note If you do not select a specific range of data on a matrix attribute, all instances of that attribute will be updated. Discounts on schedules and deals cannot be updated directly in this session, because they are set up independently from matrices. If, for example, a discount schedule is part of a price book on a price matrix, it will be updated through the price matrix. Discount percentage You can update the discount percentage with a percentage or with a percentage value. For example, if the discount percentage is 10% and you increase this percentage with 10%, the aggregated discount percentage is 11%. If the discount percentage is 10% and you increase this percentage with a percentage value of 5, the aggregated discount percentage is 15%. If you select the By Percentage option, you can only update the discount percentage with a percentage. The By Value option is disabled. If you select the By Value option, the By Percentage option is disabled. Discount amount You can also update the discount amount with a percentage or a value. For example, if the discount amount is USD 100 and you increase this amount with 10%, the discount amount is USD 110. If you increase the discount amount with a value of USD 5, the discount amount will be USD 105. If you select the By Percentage option, you can only update the discount amount with a percentage. The By Value option is disabled. If you select the By Value option, the By Percentage option is disabled. Related topics Matrix structure Setting up a discount matrix Matrix Type Defines the type of a matrix definition and is linked to a set of matrix attributes. The following matrix types are available in Pricing: Sales Price Sales Line Discount Sales Total Discount Purchase Price Purchase Line Discount Purchase Total Discount Transfer Price Line Promotions Order Promotions Client Freight Rate Carrier Freight Rate Each type has its own a selection of attributes. For a matrix type, the combination of a maximum of six attributes identifies the matrix definition. Matrix Definition Defines the group of elements (matrix attributes) that a Pricing matrix uses to determine a price, discount, promotion, or freight rate. Imagine you are a furniture vendor and you decide to maintain your sales prices based on two elements: The specific item you sell. The way to handle payments. In this case, the matrix type is Sales Price, the matrix definition is Furni (this name is user-definable), and the matrix attributes are Item and Payment Method. Note Matrix definitions are maintained in the Matrix Definitions (tdpcg0110m000) session. In this session, you cannot enter matrix definitions without matrix attributes. You can only update attributes assigned to the selected matrix definition. Related topics Matrix structure Entering a date Update Discount Percentage If this check box is selected, the discount percentage is updated. You can update the discount percentage with a percentage or with a percentage value. Update Discount Percentage Update the discount percentage with a percentage or with a percentage value. Select the By Percentage check box if you want to update the discount percentage with a percentage. As a result, the Percentage to Change By field is available. Select the By Value check box if you want to update the discount percentage with a percentage value. As a result, the Percentage Value to Change By field is available. Percentage to Change By The percentage by which the discount percentage must be updated. Percentage Value to Change By The percentage value by which the discount percentage must be updated. Update Discount Amount If this check box is selected, the discount amount is updated. You can update the discount amount with a percentage or a value. Update Discount Amount Update the discount amount with a percentage or a value. Select the By Percentage check box if you want to update the discount amount with a percentage. As a result, the Percentage to Change By field is available. Select the By Value check box if you want to update the discount amount with an amount . As a result, the Value to Change By field is available. Percentage to Change By The percentage by which the discount amount must be updated. Value to Change By The amount by which the discount amount is updated. Value to Change By The currency in which the updated discount amount is expressed. New Effective Date The date and time as from which the updated discounts must be effective. New Expiry Date The date and time by which the updated discounts expire. Simulation Only If this check box is selected, a report simulating the update of discounts is displayed. The update of data is only displayed, not processed. Print Changes If this check box is selected, a report can be displayed or printed and the updated or deleted data is processed. |