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Set up an order line summary discount method and define the discounting

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The method type used is O (Order summary discount). Only discounts can be set up for a method type O. See Discounting options for order line summary discounts below.

  1. Select the Sales pricing methods menu item.
  2. On the initial panel, click Add.
  3. Complete the following fields: (For those fields not described, see Set up a normal method and define the pricing/discounting or the Panel help.)
    Pricing method
    Description
    Type
    Select/enter O for Order line summary discount.
    Sequence
    Valid from date
    Valid to date
    Stop search discount
    Claimable
    Level
    This value is retrieved from the preloaded Sales pricing method types table. Indicates the level at which the price or discount is applied for this method. Valid levels are H = Header or L = Line.
    Order summ disc type
    This value is retrieved from the preloaded Sales pricing method types table. Indicates if this method will produce a discount that is applied during order summary discount calculation. (If this flag is set to False then the method will produce price/discount/FOC during the normal sales price calculation for a line). The level at which the discount is applied is indicated in the Level field above.
    Chain discounts
    Must be set to False.
    Order summary disc
    Must be set to False.
    Pricing keys
    Select the applicable key(s).

    Click OK to update and return to initial panel.

    To define the discounting details do as follows:

  4. Highlight the applicable sales pricing method of type O and click Details then Add.
  5. You access the Order line summary discounts panel. Complete the following information:
    6. Key value
    Up to five key fields can be displayed. These are the Key 1-Key 5 fields that were selected on the first Sales pricing methods panel. The name of this (these) field(s) will correspond to the key chosen on the initial panel. Select the applicable value upon which the discounting will be applied.
    Currency
    Sales unit
    Valid from
    Valid to

Discounting options for order line summary discounts

Discounting options for a sales pricing method of type O (Order line summary discount)

(Only one of the following can be applied)
1. Unique Limit dependent pricing (based on Amount value or Quantity ordered) for the key value in the sales pricing method. Complete field:

    Limit type
    Code for Amount or Quantity.

    Click Limit dependent pricing then the Add option to define the limit and discount.

    If Amount dependent discounts complete:

    Amount limit
    Enter the amount value that the customer has to purchase in order to receive the discount percentage or amount.

    And one of the following fields:

    Discount %
    Discount amount

    If Quantity dependent discounts complete:

    Quantity limit
    Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount.

    And one of the following:

    Discount %
    Discount amount
    Can only be entered when Currency and Unit are defined.
2. Connect predefined Limit dependent pricing (quantity or amount limits and discounts held in a code).
    Unit
    Mandatory field if you are connecting a quantity based limit code. It must be the same as that defined in the limit code.
    Currency
    Mandatory field if you are connecting an amount based limit code. It must be the same as that defined in the limit code.
    Limit code
    Enter/select the code which holds the amount or quantity discounts.
3. Discounts with no limit restrictions Complete one of the following:

    Discount %
    Disc amount
    Can only be entered when Currency and Unit are defined.

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