Discounts Overview

The Discount Maintenance screen defines system-wide discounts for products, memberships, or a specific customer according to the rate structure, date range, or quantity. The screen mixes and matches attributes and compares them to the ship-to customer on an order to determine the automatic discount. For example, you can create a fifteen percent discount for all libraries on all products just by specifying the desired percentage and setting the Customer Class to "Library". As of 7.5.2, the Give Purchasing Group Discount Based On field on the Organization Unit Maintenance screen identifies whether, by default, a purchasing group discount should be given based on the bill-to customer,  order-line ship-to customer, or both. By default, this is set to "Ship To". 

See also: Calculating Discounts on an Order

Examples of discounts include:

·       50% discount for the purchase of 10 or more of a single product

·       50% discount on all books if you purchase 10 or more different books

·       $10 off the purchase of 10 or more of a single product

·       $10 off each book if you order 10 or more of one or more books

·       25% discount for all members purchasing books

·       10% discount for all students purchasing a meeting registration

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 on quantity-based discounts on the web, please see Creating a Quantity-based Discount.

Active discounts are applied automatically to an order or order line if it meets the discount criteria. The discount code with the line item lets you determine where the discount originates. All discounts are automatic unless otherwise defined as manual.

Discounts can also be applied manually. If this is selected, the user must manually assign the discount to the line item by clicking the Discount link on the Order Entry screen and selecting the appropriate discount. Once you apply a discount to an order on the Order Entry screen, you cannot delete it from the order. You can, however, apply a manual discount of 0% to force the line item to not have a discount. Please note that the line item will no longer be considered for an automatic discount once you apply a manual discount of 0%.

If a market code or product code is deactivated, any discount codes associated with it will automatically be deactivated.

If a discount is defined for a parent product and product code, then they both must match the criteria to take effect.

The Product_Discount table stores the discount definitions and contains all of the columns that are compared to the order detail line(s) to determine if it applies. The Product_Discount_Detail table holds a list of products that are referenced if the discount is specific to only these products. The Product_Discount_Category table related multiple discount category codes (APP_Code table) to a specific product so that a discount definition can determine eligibility based on a discount category code that may cross multiple products in multiple ways. When a discount is applied to an order_detail line, it is stored directly in Order_Detail, whether it is an order-level or line-level discount.

Agency Discounts

Agency Discount Use Cases

Charge agency discount for a particular agency

Prerequisites:

1.    Rate code of the product has a non-zero amount for the agency discount.

2.    Product has media rule of order date.

3.    Agency is set up with an agency discount that is different from the discount on the rate code.

Setup:

1.    Create a contract with this agency.

2.    Choose the appropriate rate code that has the non-zero agency discount.

3.    Create insertion order.

Result:

1.    Contract should have the give agency discount box checked.

2.    Contract should have the amount of the discount for the agency.

3.    Insertion order should have fulfill status of invoiced.

4.    Insertion order should apply the agency discount of the advertiser on the sale of the order.

Do not charge agency discount for a particular agency

Prerequisites:

1.    Rate code of the product has a non-zero amount for the agency discount.

2.    Product has media rule of order date.

3.    Agency is not set up with an agency discount code. Agency discount is zero for the agency.

Setup:

1.    Create a contract for this agency.

2.    Choose the appropriate rate code that has the non-zero agency discount.

3.    Create insertion order.

Result:

1.    Contract should not have the give agency discount box checked.

2.    The agency discount amount on the contract should be zero.

3.    Insertion order should have fulfill status of invoiced.

4.    Insertion order should not have an agency discount on the sale of the order.

In this section:

·       Creating a New Discount

·       Creating a Quantity-based Discount

·       Creating a Discount for a Purchasing Group

·       Creating a Discount based on Current Membership

·       Calculating Discounts on an Order