Create discount series (AP205000)

Before you start

The Supplier discounts (AP205000)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.

You also need to Define supplier discount codes before you start.

1. Go to the Supplier discounts (AP205000) window.
2. In the Supplier field, select the supplier you want to set up discount series for.
3. In the Discount code field, select the discount code you want to use.
4. In the Series field, the default value is NEW. Use this field for the ID of the series defined for the supplier discount code.
   If you have selected automatic numbering for the discount in the Supplier discount codes (AP204000) window, the system generates an ID. If not, define and enter the first number of the number series to be used manually.
5. Optional: Select the Active check box if the series is active. You should not have overlapping time intervals for the same discounts or, if you have, they should apply to different entities.
6. Optional: Select the Promotional check box if the series is the supplier's promotional discount.
   For promotional discount series, you must specify the effective date and the expiration date (the field Effective date is displayed if you select Promotional).
   
7. In the Description field, you see the description for the discount code if it was given. You can change this description here.
8. In the Discount by field, select the way the discount should be specified for this discount series. Select one of the following options:

   • Percent: The supplier discount is specified by a percentage.

   • Amount: The supplier discount is specified by a fixed amount.
   • Free item: The supplier discount is defined by a specific quantity of certain free items added to an order. You can only use this option for group-level discounts.
9. In the Break by field, decide how you want the system to set the break points:

   • Quantity: The range is set by specified quantities.

   • Amount: The range is set by specified amounts.
10. Optional: Select the Prorate discount check box if you want the discount to be prorated.

More information

With prorated discounts, the amount of the discount (or the number of free items) is calculated as if the order is split into multiple orders, so that you can get the largest possible discount.

To determine the amount of the discount (or the number of free items) for a discountable quantity larger than one break point, but less than the next break point, the system treats the discountable quantity as a combination of break point quantities, using the largest possible break point quantities.

It then calculates the discount amount (or the number of free items) according to the break points used.

11. Depending on the choices you have made in steps 7 and 8, (and / or whether you have selected some of the check boxes in this window), different tabs will be displayed. In these tabs you may have to fill in more details.
12. Click .