Define supplier discount codes

Before you start

To complete the configuration of supplier discounts, you specify discount series for each discount code in the Supplier discounts (AP205000) window. See: The principles of supplier discounts.

This window is only available if you have selected the Customer and supplier discounts check box in the Enable/disable functionalities (CS100000) window. See: Enable or disable supplier discounts.

1. Go to the Supplier discount codes (AP204000) window.
2. In the Supplier field, select the supplier you want define discount codes for.
3. On the Discount codes tab, click .
4. In the Discount code field, enter a unique code for the supplier discount.
5. In the Description field, enter a brief description of the supplier discount.
6. In the Discount type field, choose what the discount will apply to:
   • Line
   • Document
   • Group
7. In the Applicable to field, the default is that all options are check-marked, but you can remove or add an option by clicking to the left of it. The available choices are:

   • Item: The system applies the discount if the document includes specific items.

   • Item price class: The discount is applied if the document includes items from a specific item price class.
   • Location: The system applies the discount if the document is associated with a specific supplier location.
   • Item and location: The system applies the discount if the document includes specific items purchased from specific supplier location.
   • Unconditional: The system applies the discount to all documents unconditionally.

   For a document-level discount, there is only one option:

   • Unconditional: The system applies the discount to all documents without any conditions.
8. Optional: If you want to exclude the supplier discount from automatic searches for the best available discount, select the Manual check box.

9. Optional: Select the check box Exclude from discountable amount if you want to exclude the line amount from the base amount for any applicable group or document discount.
   This option is only available for line-level discounts.

10. Optional: Select the Skip document discounts check box if you want to indicate that no other applicable discounts should be applied after the system has applied the supplier discount.
    This option is only available for group discounts.

11. Optional: Select the Auto numbering check box if you want to use automatic numbering to generate IDs for series based on this discount code.
    
    The discount code will be used as a prefix for generating series IDs by default, but you can specify a string to be used as a template for automatic numbering in the Last number column instead.

If series IDs are auto-numbered, you will see the last series ID of the series in the Last number column.

If you enter a string here before you have created any series, the system will use the string as a template for automatic numbering. You can use up to 10 characters with digits at the end. The last letter you use will divide the string into a prefix and an integer to be auto-incremented. If you do not specify a value, the system will use the discount code as a prefix.

12. Click the Calculation tab.
13. In the Apply line discounts to drop-down list, choose between:

    • Extended cost: The system applies the discount to the line amount (to the item's extended cost).

    • Unit cost: The system applies the discount to the item's unit cost.

14. Click .

What is next?

Create discount series (AP205000)