About Supplier discounts and series for discounts

In Visma.net ERP, you create supplier discounts in the following two stages:

1. In the Supplier discount codes (AP204000) window, define discount codes for all types of supplier discounts offered by your suppliers. A supplier discount code defines the following characteristics for a discount:
   • Whether it is unconditional
   • What types of conditions should be met when you apply it
   • Whether it is automatic or manual
   • At which level the discount is applicable (to documents, groups, or lines).
     For more information, see The principles of supplier discounts.

2. In the Supplier discounts (AP205000) window, create discount series for each supplier discount code. Each discount series has a date when it becomes effective and defines a discount that can be updated or is promotional, and simple or tiered.
   
   Multiple series of the same discount can be effective at the same time only if they have non-intersecting sets of conditions. For example, a line-level discount is defined as a conditional discount that applies to items. You can configure the series to have the same start date but apply to different items.

For each discount code, you can create multiple discount series. Use a unique identifier for each series.

If you have configured automatic numbering for the discount code, the system automatically assigns its series ID when you create a new series for this discount code. By default, the discount code is used as a prefix for generating series IDs.

Alternatively, you can specify another string to be used as a prefix for automatic numbering.

For each discount series, specify the following:

• How the discount is tiered: by amount (for discount codes of all types) or by quantity (only for the line and group discount code types).
• How the discount is expressed: as a percentage or as an amount.
• Whether the discount is a promotional discount and has an expiration date.
• Which conditions apply. The types of conditions are defined by the discount code. For example, if you have decided that the discount code should apply discounts to specific items, you can see the Items tab in the Supplier discounts (AP205000) window. On this tab, you can create a list of items to which each series is applicable.

Each discount series has an effective (start) date and will apply only on and after this date.

Within a series, you can enter a simple discount, which you can apply to any amount or quantity, or you can enter a tiered discount that is based on quantities of items or on amounts.

To configure tiers for a discount, you specify break points that define ranges of amounts or quantities for which different discount percentages or amounts are applicable.

This section gives some examples of supplier discount series. For more information on how the system calculates discount amounts, see Calculate document-level supplier discounts with tiers defined by amounts and Calculate line-level customer discounts for tiers defined by amounts.

If you want to specify the series break points as amounts or quantities, set 0 as the first break point, as in the following example:

• 0: 10%

As an example of tiered discounts, consider a supplier discount that is based on the quantity of goods purchased. If you want a discount series with three tiers you can specify it like this:

• 100 units: 5% discount
• 200 units: 7% discount
• 300 units: 10% discount

Consider a series for a discount based on the document total and tiered by amount . You can specify the series as follows:

• 1000€: 10€ discount
• 2000€: 25€ discount
• 3000€: 40€ discount

A discount series can define a discount that can be updated or a promotional discount.

Promotional discounts are discounts you want to set as effective for a limited period of time, and you set start dates and expiration dates for them. After the expiration date, the promotional discounts no longer apply.

If you want to create a promotional series, select the Promotional check box in the Supplier discounts (AP205000) window.

When you do not select the Promotional check box, it means that series can be updated. They only have the start (effective) date. However, for each series that can be updated, you can have multiple versions:

• The active version — the discount that is currently in effect.
• The pending version — the discount that will be in effect starting on the pending date.
• The last version — the discount that was in effect before the current discount.

Even for supplier discounts, you cannot create all such versions of a series at the same time. For the series, you can specify new break amounts (or quantities) as pending amounts (or quantities) and the new effective date as the pending date. Then, when the new start date is there, you can update the current series with the pending values.

Once you update the series in the Update discounts pop-up window in the Supplier discounts (AP205000) window, the currently active series version becomes the last version, and the pending version becomes the active one.