Basket is a system term signifying a collection of item related elements, (e.g., item, item group, item family), that together form an entity upon which order summary pricing methods (Order line summary discounts and Header discounts) can be applied. See Set up an order line summary discount method and define the discounting and Set up a header discount method and define the discounting for more information.
Qualifying quantities and values can be defined at header level (optional) and detail level (mandatory) that define the minimum of each element, and in total, that must be ordered for the basket to become effective for discounting. For example, you may define five items in a basket each with a qualifying quantity of 10, but apply an overall quantity of 100 for the basket.
For each basket definition you create in this file you must define the following:
- Elements for each basket.
You do this via the Basket key code 1-5 (on Header level) and key values for the selected Basket key codes (on Detail level). Note: If fixed basket keys were defined in the DIS control file they will be valid for every basket definition in this file. This means that no other keys may be defined. - All basket details.
This flag is used to indicate that all details held by this basket must be qualified before pricing on this basket is effective. The flag will indicate that all details must be qualified before proceeding with qualification of any defined overall qualifying amount or quantity (or both).
The discounting rules to be applied to the basket definitions in this file are set up in the Work with Sales pricing methods file. Method types O (Order line summary discount) and H (Header discount) are valid for baskets. The connection to the basket definition in this file is made via the key code (1-5) fields for the applicable O and H types. One of the keys must contain the key for baskets (33). The value for that key is chosen from this Work with baskets file when setting up the method details.
Note: The system applies the benefits from the methods that have baskets as a key in the same way that it does for methods having other key fields. It must, however, be remembered that items can exist in several baskets so where benefits from more than one basket are to be given then multiple methods will have to be defined each having a limited number of baskets. In certain cases the number of baskets per method may be one (1). Benefits from more than one basket may be applied to a sales order but can be limited by enabling the Stop search field for order summary pricing methods that have basket as a key. Normally the system searches the sales pricing methods in sequential order to apply all applicable prices/discounts. By enabling the Stop search field for the above-mentioned types – the system will stop the search at the first one found.
For more technical information on Basket Processing, see the Basket pricing section in Understanding sales pricing (Technical reference).
Enquiries and printouts
- Baskets enquiry
- Sales related keys where-used enquiry (accessed via a menu item or via the Baskets enquiry) where you can view all pricing techniques, i.e. Price lists, Customer contracts and Sales pricing methods, where a price or discount could be applicable for the selected basket.
- Sales pricing methods enquiry
- Basket file printout
- Sales pricing methods printout