Set up a header discount method and define the discounting

Related topics

The method type used is H (Header discount). Only discounts can be set up for a method type H. See Discounting options for header discounts below.

The set up of header discounts is done on the following two levels:

Header discount level: On this level you, optionally, define the currency and unit for which the header discount will be selected as a potential order discount during the order summary discount calculation.
Header discount keys (i.e. Detail) level: This level decides if the order, in turn, can try to qualify for the header discount in order to get it applied.

Qualifying and applying header discounts below.

See Qualifying and applying header discounts for different set-up scenarios for Currency and Unit and the result of the Order summary calculation (i.e. how the header discount will be qualified and applied).

To set up a header discount method and define the discounting do as follows:

Select the Sales pricing methods menu item.
On the initial panel, click Add.
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 H for Header 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.

You access the Work with Sales pricing methods, Header discount panel. Note: This panel can also be accessed via the Header discounts option on the initial panel. Complete the following information:

Currency: The currency here is handled differently compared to the currency on the detail panel.

When currency entered: The entered currency specifies for which currency the header discount will be selected as a potential order discount during the order summary discount calculation. If any amount dependent limit is defined, the entered amounts will be expressed in the given currency.
Note: When currency is entered and it is equal to system currency, the same handling applies as when it is left blank (see second bullet), i.e. the header discount is selectable for all currencies as a potential order discount during order summary calculation. If any amounts are required to be handled because amount limits need to be qualified, the amount of the sales order will then be converted into system currency if necessary (i.e. when expressed in any other currency than system’s) before proceeding with any comparison against defined amount limits.
When currency is left blank: This will indicate that this header discount will be selectable for all currencies as a potential order discount during the order summary discount calculation. If any amount dependent limit is defined, the entered amounts will be considered as expressed in system currency in order to make these amounts accessible for any order as the header discount is valid to be selected for all currencies. Thus, during order summary discount calculation when sales orders are to try to qualify for this header discount, their amount will be converted into system currency first (if not already in it) before proceeding with any comparison against defined amount limits.

Unit: The unit here is handled differently compared to the unit on the detail panel (DMR06304).

When unit is entered: The entered unit specifies for which unit the header discount will be selected as a potential order discount during the order summary discount calculation. If any quantity dependent limit is defined, the entered quantities will be expressed in the given unit.
Note: There is one exception to the rule. A header discount with a unit defined can still be selected during order summary discount calculation by a sales order that does not contain a single line whose sales unit matches header discount’s set up unit. This is possible as long as the stock unit for at least one line matches header discount’s set up unit. If any quantity dependent limit is defined, the same as when unit is left blank applies, i.e. the line(s) quantity will be converted into corresponding line’s stock unit before proceeding with any comparison against defined quantity limits.
When unit is left blank: This will indicate that this header discount will be selectable for all units as a potential order discount during the order summary discount calculation. If any quantity dependent limit is defined, the entered quantities will be considered as expressed in stock unit in order to make these quantities accessible for any order as the header discount is valid to be selected for all units. Thus, during order summary discount calculation when sales orders are to try to qualify for this header discount, their quantities will be converted into corresponding line’s stock unit before proceeding with any comparison against defined quantity limits.

Discounting options for header discounts

Discounting options for a sales pricing method of type H (Header discount) (Only one of the following can be applied)
1. Unique Limit dependent pricing (based on Quantity or amount ordered) for the key value in the sales pricing method.	Complete fields: Limit type Code for Quantity or Amount) 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. Discount % If Quantity dependent discounts complete: Quantity limit Enter the quantity that the customer has to purchase in order to receive the discount percentage. Discount %
2. Connect predefined Limit dependent pricing (quantity or amount limits and discounts held in a code).	Unit Mandatory field if entering a limit code with quantity limits. It must be the same as that defined in the limit code. Currency Mandatory field if entering a limit code with amount limits. It must be the same as that defined in the limit code. Limit code Enter/select the code that holds the quantity or amount discounts.
3. Discounts with no limit restrictions	Discount %

Discounting options for a sales pricing method of type H (Header discount)

(Only one of the following can be applied)

1. Unique Limit dependent pricing (based on Quantity or amount ordered) for the key value in the sales pricing method.

Complete fields:

Limit type: Code for Quantity or Amount)

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.
Discount %

If Quantity dependent discounts complete:

Quantity limit: Enter the quantity that the customer has to purchase in order to receive the discount percentage.
Discount %

2. Connect predefined Limit dependent pricing (quantity or amount limits and discounts held in a code).

Unit: Mandatory field if entering a limit code with quantity limits. It must be the same as that defined in the limit code.
Currency: Mandatory field if entering a limit code with amount limits. It must be the same as that defined in the limit code.
Limit code: Enter/select the code that holds the quantity or amount discounts.

3. Discounts with no limit restrictions

Discount %

Click OK to update and return to initial panel.

Highlight the applicable sales pricing method of type H and click Details then Add to define the keys for which the header discount applies.

You access the Header discount keys panel:

Pricing key: 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