Discount codes (AR209000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to add, edit, view, and delete the discount codes defined in your company.
To complete the configuration of discounts, you specify discount sequences for each discount code in the Discounts (AR209500) window.

This window is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

This table contains all the discount codes defined in the system and can be used to create new discounts.

Column Description

Discount code

The unique code for the discount. You can use up to 10 characters, both letters and numbers.
Description A brief description of the discount. Use an alphanumeric string of up to 50 characters.

Discount type

The type of the discount, which can be one of the following options:
  • Line: The discount applies to a document line.
  • Document: The discount applies to the document amount.
  • Group: The discount applies to multiple lines in the same document.

Applicable to

The entity to which the discount may be applied. For a Line or Group discount, you can select one of the following options:
  • Customer:
    The discount is applied if the document refers to a specific customer.
  • Item:
    The discount is applied if the document refers to a specific item.
  • Item price class:
    The discount is applied if the document refers to items of specific price class.
  • Customer and item:
    The discount is applied if the document refers to a specific customer and specific item.
  • Customer and item price class:
    The discount is applied if the document refers to a specific customer and items of a specific price class.
  • Customer price class:
    The discount is applied if the document refers to a customer of a specific customer price class.
  • Customer price class and item:
    The discount is applied if the document refers to a customer of a specific price class and a specific item.
  • Customer price class and item price class:
    The discount is applied if the document refers to a customer of a specific price class and to items of a specific price class.
  • Warehouse:
    The discount is applied if the document refers to a specific warehouse.
    (This option appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)
  • Warehouse and item:
    The discount is applied if the document refers to a specific item sold from a specific warehouse.
    (This option appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)
  • Warehouse and customer:
    The discount is applied if the document refers to a specific customer and a specific warehouse.
    (This option appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)
  • Warehouse and item price class:
    The discount is applied if the document refers to a specific warehouse and items of a specific price class.
    (This option appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)
  • Warehouse and customer price class:
    The discount is applied if the document refers to a specific warehouse and to a customer of a specific price class.
    (This option appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.)
  • Branch:
    The discount is applied if the document refers to a specific branch.
  • Unconditional:
    The discount is applied to all documents unconditionally.

For a document discount, the following options are available:

  • Customer:
    The discount is applied if the document refers to a specific customer.
  • Customer and branch:
    The discount is applied if the document refers to a specific customer and a specific branch.
  • Customer price class:
    The discount is applied if the document refers to a customer of specific customer price class.
  • Customer price class and branch:
    The discount is applied if the document refers to a customer of a specific customer price class and a specific branch.
  • Unconditional:
    The discount is applied to all documents unconditionally; this option is mostly used for promotional discounts.

Applied to deferred revenue

A check box that (if selected) indicates that a discount should be applied to a component price while computing a deferred revenue for the component. This option is applied to the Line discounts only.

This check box is only available if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window.

Manual

A check box that (if selected) indicates that this discount is excluded from automatic searches for the best available discount. A user can, however, add manual discounts to a document line or to a document.

Exclude from discountable amount

A check box that (if selected) indicates that the line amount is excluded from the amount that is the base for any applicable Group or Document discount.
This option is available for only line-level discounts.

Skip document discounts

A check box that indicates (if selected) that after this discount has been applied, no other applicable discounts should be applied.
This option is available to only Group discounts.

Auto-numbering

A check box that you select to use auto-numbering for generating IDs for series based on this discount code.
By default, the discount code will be used as a prefix for generating series IDs, but you can instead specify in the Last number column a series of characters to be used as a template for auto-numbering.

Last number

The last ID used for the series if series IDs are auto-numbered.
If you enter a series of characters here before any series is created, the character series will be used as a template for auto-numbering.
The character series may contain up to 10 characters with digits at the end.
The last letter used divides the character series into a prefix and the integer to be auto-incremented. If no value is specified, the discount code will be used as a prefix.

Related concepts

About Discount codes

About discounts

About discount series

About discount application

About discount calculation

Related tasks

Add discount codes

Related windows

Discounts (AR209500)