Discount structure

The Discount structure facility allows a highly configurable means of providing discount and price calculations for Items and customers based on a range of criteria. These calculations are used to generate the sell price of an item when the item is entered into a Sales quotation, Sales order or Sales invoice.

The Discount Structure system allows you to create an unlimited number of Discount Structure specifications that determine how a price should be calculated for an item based on who the item is being sold to and the categories into which that item belongs. A Discount Structure specification allows the entry of an expiry date, after which the Discount Structure calculation will not be used.

A single Discount Structure specification consists of the selection of one of two Key types and its value (who you are selling to), one of three Price types and its value (how to calculate price) and one of four code types and its value (what you are selling or who you buy it from).

The different types are shown in the table below:

Key type	Price Type	Code Type
Customer	Fixed price	Item code
All customers	Discount	Item's Product group
Discount type	Mark up	Item's Price group
All discount types		Item’s supplier
		All item codes
		All item product groups
		All item price groups
		All item suppliers

For example, using this table you can specify that a specific Customer will be given a discount off the list Price off any item that is a particular type of Product group. Using the table above, it is possible to use one of almost 100 possible combinations of Key type, Code type and Price type for a Discount Structure specification.

Features

An unlimited number of Discount Structure specifications can be defined
One of 16 different combinations of what is being sold versus who is being sold to can be selected for each Discount Structure specification
An expiry date can be defined for each Discount Structure specification
Pop up notifications available for Customers, Suppliers and items

Discount structure form

Module: Accounts receivable

Category: Discount Structure

Activation: Main > Accounts receivable > Setup > Discount Structure > New / Edit

Form style: Multiple instance, SODA

Special actions available for users with Administrator permissions:

None

Database rules:

A Discount Structure specification can be deleted at any time

Field definitions

Customer / Discount type list

Reference: List, Read-only

This list displays all of the Customer (Debtor) codes and / or Discount types (depending on the option chosen at the bottom of the list) for which Discount Structure specifications currently exist. As you click on each item in the list, the Discount Structure specifications that exist for that item are displayed to the right of the list.

The Customer / Discount type options at the bottom of the list determine whether the list displays Customer codes, Discount types or both.

Customer / Discount type

Reference: Yes/no

These options determine which sets of discount structures appear in the Customer / Discount type list . By default, both options are selected, meaning that all discount structures will appear in the list

Discount structure list

Reference: List, Read-only

All fields in the Discount Structure list are read-only.

Code type: This shows the code type that is being used. It will be either item, Product group, Suppliers or Price group
Code ID: The code ID represents either a record matching the selected code type or < ALL > records matching the selected code type. For a code type of item, this will be the Item code; for a code type of Product, this will be the Product group name ; for a code type of Supplier, this will be the Supplier code; and for a code type of Price Group, this will be the Price Group code.
W/H: Information is under review for a new version and will be updated soon.
State: Information is under review for a new version and will be updated soon.
P1: Information is under review for a new version and will be updated soon.
P2: Information is under review for a new version and will be updated soon.
P3: Information is under review for a new version and will be updated soon.
MSQ: Information is under review for a new version and will be updated soon.
Disc %: For discount structures that specify a discount off list price as the pricing type, this column will display the applicable discount percentage.
Fixed price: For discount structures that specify a fixed price as the pricing type, this column will display the applicable fixed price.
Mark up %: For discount structures that specify a mark-up on cost price as the pricing type, this column will display the applicable mark-up percentage.
Expiry date: This is the expiry date for the Discount Structure specification, after which the specification will not be used.

Field definitions: Discount structure specification

Who will this discount apply to?

Reference: Mandatory

This section allows you to specify which customers to which this discount will apply.

The specified customer (Yes/no): If you select Customer, then you must enter a valid Customer code in the Customer code text box.
Any customer having the specified discount type (Yes/no): If you select Discount type, then you must enter a valid Discount type name in the Discount type text box.
Customer code / Discount type (Text, QuickList): The text box for entering your key value (either Customer / Discount type ) supports a QuickList by either pressing the QuickList Hot Key or clicking on the button. Alternatively, you can leave the Customer code / Discount type text box empty. Doing so implies that the discount structure will apply to ALL customers or discount types.

Which items will this discount apply to?

Reference: Mandatory

This section allows you to specify which items the discount will be calculated on.

The specified item (Yes/no): If you select the item option, then you must enter a valid Item code in the item code combo box.
Any item within the specified product group (Yes/no): If you select the Product group option, then you must select a Product group code from the Product combo box.
Any item within the specified price group (Yes/no): If you select the Suppliers option, then you must enter a valid Supplier (Creditor) code in the Supplier code combo box.
Any item sold by the specified supplier (Yes/no): If you select the Price group option, then you must select one of the Price groups from the Price Group combo box.
Item code / Product / Price group / Supplier code (Text, QuickList): The combo box for entering your Key type (either Customer type or Discount type) supports a QuickList by either pressing the QuickList Hot Key or clicking on the button. As an alternatively, the combo box for which ever code type you have selected can be left empty. Doing so implies that the discount structure will apply to ALL record for the code type. For example, selecting item and the code type and leaving the item code combo empty will mean that the discount structure will apply to ALL items.

Which item unit prices will this discount apply to?

Reference: Mandatory

Price 1 (Yes/no): Information is under review for a new version and will be updated soon.
Price 2 (Yes/no): Information is under review for a new version and will be updated soon.
Price 3 (Yes/no): Information is under review for a new version and will be updated soon.

Min. sale qty for discount to apply

Reference: Quantity

This field is not compulsory. If the field is left blank, no minimum sale quantity will apply. If the field is not blank, the discount is based on the Minimum sale quantity and will be checked when quantities change.

This can affect Sales invoices, orders and quotations.

Which warehouse does this discount apply to?

Reference: Select from list

Information is under review for a new version and will be updated soon.

Which delivery state does this discount apply to?

Reference: Select from list

Information is under review for a new version and will be updated soon.

How will the price be calculated?

Reference: Mandatory

This section allows you to determine how this discount will be calculated

Discount off list price (Yes/no): If you select Discount on list price, then you must enter the relevant discount (as a quantity) percentage off the corresponding list price of any item used with this specification into the Discount text box.
Mark up on cost price (Yes/no): If you select Mark up on cost price, then you must enter the relevant mark up (as a quantity) percentage on the corresponding cost price of any item used with this specification into the Mark up (%) text box.
Fixed price (Yes/no): If you select Price, then you must enter the fixed price (as a currency value) of any item used with this specification into the Fixed price text box.
Discount % (quantity): Information is under review for a new version and will be updated soon.
Expiry date (Date, QuickList): This is the date after which the Discount structure specification becomes invalid and no longer used in price calculations. A Discount Structure specification that has expired will not be removed automatically from the Discount Structure system.

Import Discount Structures

The import format for Discount Structures is listed below. The Discount Structure data defines the customer pricing for one database. A template is available for download here, please read all instructions on the file after downloading.

Column data

These are the columns that must be included in the file in the exact order as below.

KEY TYPE
KEY ID
KEY NAME
CODE TYPE
CODE ID
CODE NAME
PRICING TYPE
PRICE
EXPIRY DATE
APPLIES TO PRICE1
APPLIES TO PRICE2
APPLIES TO PRICE3
MIN SALES QTY
WAREHOUSE