The Discount Maintenance screen displays, as shown below.
See also:
· Creating a Quantity-based Discount
· Creating a Discount for a Purchasing Group
· Creating a Discount based on Current Membership
· Calculating Discounts on an Order
To set up a discount:
1. Perform one of the following:
a. On the Product Maintenance screen, click Discount Maintenance from the Rates and Discounts task category.
b. From the toolbar, select Products > Rates, Discounts, Coupons > Discount Maintenance.
2. Click
Create New Product Discount.
The Discount Maintenance screen displays, as shown below.
3. From the Discount Setup tab, in the Discount Identification section, perform the following:
a. If necessary, change the Discount ID.
b. Enter the Description.
c. Check the checkboxes that apply:
· Active
· Order Level
· Fixed Line Level
· Manual Discount
· Manual Override
Depending
on which checkboxes you check, certain fields gray out and you cannot
edit them. See the Discount Checkboxes
section below for more information on which checkboxes to check.
d. Enter the Discount Percent or the Fixed Amount.
The system
is not designed to handle percentage discounts on inventory product items
that cost a few pennies. Products that need to be discounted that cost
a penny or two need to be sold in a set of multiple products.
4. In the Discount Parameters section, perform the following:
a. Select the Valid from date from the drop-down.
b. Select the Valid thru date from the drop-down.
c. Do NOT select a Discount Category. This field has not currently been implemented and should not be used.
5. To define discounts by rate structure, in the Discounts by Rate Structure section, select the Rate Structure from the drop-down.
6. To define discounts by customer class and status, in the Customer Class and Status section, perform the following:
a. Select the Customer Class from the drop-down.
b. Select the Customer Status from the drop-down.
7. To define discounts by purchasing group, in the Purchasing Group Discounts section, perform the following:
a. Click the Purchasing Group link and search for the appropriate purchasing group.
b. As of 7.5.2, from the Earned By drop-down, select whether the discount will be given based on the "Bill To"o customer or the order line "Ship To" customer currently belonging to the purchasing group. Select "Both" if the discount is to be given if either the bill-to or the order line ship-to belongs to the purchasing group.
For more
information on purchasing groups discounts, please see Creating
a Discount for a Purchasing Group.
8. To define discounts for a specific customer, in the Discount for a Specific Customer section, click the Customer link and search for a specific customer to receive the discount.
9. To define discounts for a current membership, in the Discounts for Current Membership section, perform the following:
a. Select the Member Org Unit from the drop-down.
b. Click the Membership Product link and search for a membership product.
For more
information on discounts for current membership, please see Creating
a Discount based on Current Membership.
10. To define discounts based on marketing and methods, in the Discounts Based on Marketing and Method section, perform the following:
a. Click the Market Code link and search for a market code associated with the discount.
b. Select the Order Method from the drop-down.
11. To define discounts by subsystem, in the Subsystem Specific Discounts section, perform the following:
a. Select the Subsystem from the drop-down.
b. Select the Product Class from the drop-down.
12. To define discounts by the quantity purchased, in the Quantity Discounts section, perform the following:
a. Enter the Quantity from.
b. Enter the To value.
c. If necessary, check the Display on Web/Mobile for All Customers checkbox if you want the quantity discount to be available to all customers who purchase the additional quantity.
For more
information on how quantity-based discounts display on the web, please
see Creating a Quantity-based
Discount.
13. To define discounts by specific products, in the Discounts on Specific Products section, perform the following:
You cannot
enter a discount on a specific product if you checked the Manual
Discount checkbox.
a. Click
the Discount Linked to Specific Product(s)
tab, as shown below.
b. Click Add.
c. Manually
enter the Product Code in the table cell or
click the binoculars icon to open the Product Chooser.
The other fields in the table automatically populate based on the entered
or selected product.
If you decide
to manually enter the Product Code, the field is case sensitive. For example,
if the Product Code is "MBOOK", do not enter "mbook".
14. Click Save.
Screen Element |
Description |
|---|---|
Discount Identification |
|
Discount ID |
Text box. The system-generated discount identification number. You can change it, though. When a discount is used on an order, this ID is written to the Order_Detail.PRODUCT_DISCOUNT_ID table. |
Description |
Text box. The description of the discount. Maximum length is 120 characters. |
Active |
Checkbox. When checked, indicates the discount is active. Only active discounts can be applied to an order or order line.
|
Discount Percent |
Text box. The discount percentage. If the Fixed Line Level checkbox is selected, you cannot enter the percentage as a discount. You can enter either a percentage here or a Fixed Amount for the discount.
|
Fixed Amount |
Text box. The fixed amount of the discount. If the Fixed Line Level checkbox is checked, enter the amount here. You can enter either a Discount Percent or a Fixed Amount here for the discount. |
Order Level |
Checkbox. When checked, indicates the discount will be applies by order level. Order level discounts are restricted to percentages. When applied, it will grant a specific percentage discount on all line items in the order.
As of 7.5.2, if this checkbox is checked, the Manual Override checkbox is disabled.
|
Fixed Line Level |
Checkbox. When checked, indicates the Fixed Amount discount will be applied by order line level. This discount is considered in the automatic calculation of discounts and is defined as a specific amount. This discount cannot be changed at the order detail level. The unit price cannot go below zero.
|
Manual Discount |
Checkbox. When checked, indicates the Product_Discount_Detail table should be deleted. A manual discount must be manually applied. This discount is not considered in the automatic calculation of discounts. The discount definition is percentage-based.
You must select this discount code manually from the Order Entry screen or other order screens, but you cannot change the percentage or amount. Once set for an order detail line, the application does not include this line in any automatic consideration of discounts but freezes the discount code for this line item.
|
Manual Override |
Checkbox. This discount is considered in the automatic calculation of discounts and is percentage-based, but you can directly change the discount amount at the order detail level. When the amount is changed, the application automatically selects the Order Detail Manual Discount checkbox so that the system will not include this line in any automatic consideration of discounts. The unit price cannot go below zero.
As of 7.5.2, if this checkbox is checked, the Order Level checkbox is disabled.
|
Discount Parameters |
|
Valid from |
Drop-down. The first date the discount is valid. |
Valid thru |
Drop-down. The last date the discount is valid. |
Discount Category |
|
Discounts by Rate Structure |
|
Rate Structure |
Drop-down. The rate structure to which this discount applies. Selecting the rate structure here indicates only this rate structure can receive the discount. |
Customer Class and Structure |
|
Customer Class |
Drop-down. The class of customer to which the discount applies. Selecting the customer class here indicates only this customer class can receive the discount. |
Customer Status |
Drop-down. The status of customer to which the discount applies. Selecting the customer status here indicates only this customer status can receive the discount. |
Purchasing Group Discounts
|
|
Purchasing Group |
Link. The purchasing group to which the discount applies. Selecting the purchasing group here indicates only this purchasing group can receive the discount. |
Earned By |
Drop-down. As of 7.5.2, identifies whether the discount will be given based on the bill-to customer or the order line ship-to customer currently belonging to the purchasing group. Select "Both" if the discount is to be given if either the bill-to or the order line ship-to belongs to the purchasing group. When a purchasing group is select, this field is required and automatically populates based on the value selected from the "Give Purchasing Group Discount Based On" field on the General System Parameters screen in Organizational Unit Maintenance. For more information, please see Defining General Organization Unit System Setup Parameters. |
Discount for a Specific Customer |
|
Customer |
Link. This opens the Customer Chooser screen and allows you to specify the customer. Selecting the customer here indicates only this customer can receive the discount.
|
Discounts for Current Membership
|
|
Member Org Unit |
Drop-down. Allows a discount belonging to one organization unit to be made available based on a customer’s membership in another organization unit. The membership organization unit selected here determines the organization unit of the membership product that can be selected for a discount. Example: Professional members of Org Unit 1 can receive a discount when purchasing Org Unit 2’s product. |
Membership Product |
Link. The membership product that identifies the active membership that the customer must have in order to be eligible to receive the discount on the product identified in the “Discount on Specific Products” area. If no membership product is identified, the discount for the product identified in the “Discount on Specific Products” area will be given to all active members of the identified Member Org Unit when purchasing that product. |
Parent Product |
Read only. The parent product based on the membership product selected. If necessary, you can right-click the parent product and select Copy or Clear. |
Description |
Read only. The description of the parent product based on the membership product selected. If necessary, you can right-click the description and select Copy. |
Discounts Based on Marketing and Method |
|
Market Code |
Link. The promotion piece such as a catalogue or mailer to which the discount applies. Selecting the market code here indicates only customer’s receiving this market code can receive the discount.
|
Order Method |
Drop-down. The method by which the order was placed. For example: Phone, Fax, Email, Internet. Selecting the order method here indicates only customers using this order method can receive the discount. |
Subsystem Specific Discounts |
|
Subsystem |
Drop-down. The subsystem to which the discount applies. Selecting the subsystem here indicates only product within this subsystem can receive the discount. |
Product Class |
Drop-down. The product class of the subsystem to which the discount applies. Selecting the product class here indicates only this product class can receive the discount. |
Quantity Discounts |
|
Quantity from |
Text box. The minimum quantity a customer must order to receive the discount. As of 7.5.0 if a product discount has been defined based on quantity, the quantity discount breakdown will display on the product detail page in e-Business.
The display of quantity discount information has only been implemented in e-Business for inventoried products and meeting products. If your organization wants to use quantity discounts for other type of products, to avoid a possibly confusing user experience, the web descriptions of your product should be updated to include information about the quantity discount (i.e., get a 10% discount on purchases of more than 2 subscriptions. For more information, please see Creating a Quantity-based Discount. |
To |
Text box. The maximum quantity a customer must order to receive the discount. |
Display on Web/Mobile for All Customers |
Checkbox. Identifies whether the quantity discount is available to all customers who purchase the additional quantity. If there are additional condition(s) that must be met for a customer to qualify for the quantity discount (such as using a market code), uncheck this checkbox so that the quantity discount information is not displayed to all web and mobile customers. |
Discount Linked to Specific Product(s) tab |
|
Add |
Button. When clicked, a product is added to the table. The discount applies to only the products added here.
|
Delete |
Button. When clicked, the highlighted product is deleted from the table. |
The following table describes the results based on which checkboxes are selected in combination in the Discount Identification section of the Discount Maintenance screen.
Checked Checkbox(es) |
Description |
|---|---|
None |
|
Manual Discount and Manual Override |
|
Manual Discount, Manual Override, and Fixed Line Level |
|
Manual Discount and Fixed Line Level |
|
Order Level |
|
When a 100% discount is added
to an order line, the system creates a 100% discount against
the full revenue amount of the order line, reversing any
previous price adjustments.
If there are condition(s) that
must be met for a customer to qualify for a quantity discount
(such as using a market code), ensure that the