About types of supplier discounts

In Visma.net ERP, you can enter and periodically update supplier discounts based on information received from each supplier.
When you have information on hand about supplier discounts, you can plan your orders more carefully. For instance, by ordering higher volumes less frequently if the supplier offers tiered discounts, by ordering earlier to get promotional discounts, or by adding specific items to orders (instead of placing a separate order for those items) to get a significant group discount.

Make sure the Supplier discounts functionality is included in your license and enabled in the Enable/disable functionalities (CS100000) window. You can configure supplier discounts in the Supplier ledger workspace.
The system automatically applies supplier discounts to each purchase invoice when the document is saved.
If the Inventory module is enabled in your system, the system applies discounts to purchase orders.
In Visma.net ERP, there are the following general types of supplier discounts:
  • Line:
    A discount that applies to a document line.
    This type of a discount may be based on the line amount or quantity, and can be expressed as a percentage or a fixed amount.
    Such discounts can be unconditional, or apply to specific items, certain supplier locations, both particular items and locations, or specific item price classes.
    Use the conditions based on item price classes with caution because the suppliers may use different price classes.
  • Group:
    A discount that applies to multiple lines of the same document.
    This type of a discount can be unconditional, or apply to specific items, certain supplier locations, both particular items and locations, or specific item price classes.
    Group discounts are applied if the application conditions match the document properties.
  • Document:
    A discount that unconditionally applies to the document total.
In the Supplier discount codes (AP204000) window, for each discount code, you can specify whether the discount is unconditional or is based on specific conditions.
For conditional discounts, you can select the type of conditions affecting the application of the discount. Then, when you create discount series in the Supplier discounts (AP205000) window, you can specify particular conditions of the selected type.
For example, if a supplier promotes a specific new product, significant line-level discounts are applicable only to lines with the product.
For each supplier, based on supplier preferences, you can specify whether line discounts should be applied to item prices or to item extended prices. To apply line discounts to item extended prices, you select the Item extended price in the Apply line discounts to field on the Calculation settings tab of the Supplier discount codes (AP204000) window. Once you have created discount tiers, you specify the break amounts accordingly: for line amounts or for prices.
For examples, see: About calculating supplier discounts.
The discounts with the Manual check box selected in the Supplier discount codes (AP204000) window will not be applied automatically or selected as the best-available when a user saves the document. While automatic discounts of all levels are applied when the document is being saved, you can apply a manual discount to a particular document by using the appropriate window, Purchase invoices (AP301000) or Purchase orders (PO301000) You can apply line-level discounts on the Document details tab of the appropriate window once you select the Manual discount check box for a particular line and select the discount code of one of the applicable manual discounts. You can apply manual group discounts and document discounts on the Discount details tab.
Particular details and particular conditions of application for each discount code are defined by discount series, which you can create by using the Supplier discounts (AP205000) window. For each supplier discount code, you can decide whether to use automatic numbering for the series associated with this discount code. In this case, a series ID will be assigned to each series automatically. By default, the supplier discount code is used as a prefix for generating series IDs; alternatively, you can specify (in the Last number column) another string to be used as a prefix for automatic numbering.

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