Visma Net
Discounts (AR209500)
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 use this window to define the series for discount codes.
A discount series specifies
exactly how the discount is calculated, based on the amount or quantity of the line item, or
on the amount of the document.
A series for a discount includes a list of breakpoints,
with each break point specifying the range of line amounts, line quantities, or document
amounts that are qualified for the specific discount amount or percentage.
This window is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
- White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
space: the result contains the words in any order,
%: the result contains the words in the specific order, and the % functions as a wildcard as well.
- Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
| Button | Description |
|---|---|
| Update discounts | Opens the Update discounts dialog box, which you can use
to select pending discount series by their start date (pending date) for
updating. As a result of updating, the current discount amounts (or per cents) become the last discount amounts (or per cents), and the pending discount amounts (or per cents) become the current discounts. |
The Update discounts dialog box
You use this dialog box to select discount series by pending date and to update the discounts.
| Element | Description |
|---|---|
| Filter date | The latest pending date to select discount series for updating. |
| OK (button) | Updates the discounts that are selected based on the specified date. |
| Cancel (button) | Cancels your selection and closes the dialog box. |
The top part
In this part you can create a new discount series for the discount and specify its general options, or select an existing series and view its options.
| Element | Description |
|---|---|
|
Discount code |
The code of the discount for which you want to create a new series or view an existing one. |
|
Series |
The ID of the series defined for the discount. An ID will be generated by the system if auto-numbering is selected for the discount in the Discount codes (AR209000) window. |
| Active |
A check box that indicates (if selected) that the series is active. Active series for the same discount should not have overlapping time intervals, or if they do, the series should apply to different entities. |
|
Promotional |
A check box that indicates (if selected) that the series is a promotional discount. For promotional discount series, you must specify the effective date and the expiration date (End date). |
| Description | A brief description of the series. An alphanumeric string of up to 30 characters can be used. |
|
Discount by |
The way the discount for the series is specified. The following options are
available:
|
|
Break by |
The way the breakpoints for this discount series are specified. Select one
of the following options:
|
|
Prorate discount |
A check box that indicates (if selected) that the discount can be prorated. 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 the customer 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, by using the largest possible break point
quantities. It then calculates the discount amount (or the number of free items) according to the breakpoints used. |
|
Effective date |
The date when the series becomes effective. |
|
Expiration date |
The date when the promotional discount expires. This field appears for the series if the Promotional check box is selected. |
|
Last update date |
A read-only field that shows the date when the discount series was last
updated. This field appears only for a non-promotional discount series; the system inserts a value if the series has been updated at least once. |
The Discount breakpoints tab
You use the Discount breakpoints tab to create a breakdown series
defined in accordance with the options selected in the top part, or to view the details
of an existing series.
The columns on this tab's table generally depend on the options
selected in the Discount by and Break by
fields.
If Quantity is selected as the Break by option, the
table has the following columns:
| Column | Description |
|---|---|
|
Break quantity |
The quantity of items (break quantity) that starts the new range for a discount level for the currently effective series. Any break quantity should be specified in the base units. |
|
Discount percent |
The discount percent to be currently used for the quantities that exceed this break quantity if the Percent option is selected as Discount by. |
|
Discount amount |
The discount amount to be used for the quantities that exceed this break quantity if the Amount option is selected as Discount by. |
|
Pending break quantity |
The quantity of items (break point) that starts the new range for the pending (not yet effective) series. |
|
Pending discount percent |
The discount percent to be used with the pending break point for the pending series if the Percent option is selected as Discount by. |
|
Pending discount amount |
The amount to be used as the discount for the pending series if the Amount option is selected as Discount by. |
|
Pending date |
The start date for the pending series. |
|
Last break quantity |
The quantity of item (break point) that started the range for the discount series used before the effective date. |
|
Last discount percent |
The discount percent used for the break point for the discount series that was in effect before the effective date. |
|
Last discount amount |
The amount used as the discount for the discount series that was in effect before the effective date. |
|
Last date |
The date when the current series became effective. |
If Amount is selected as the Break by option, the table
has the following columns:
| Column | Description |
|---|---|
|
Break amount |
The line or document amount (break point) that starts the new range for the currently effective series. |
|
Discount percent |
The discount percent to be used for the amounts that exceed this break amount for the currently effective series. |
|
Effective date |
The date when the current series has became effective. |
|
Pending break amount |
The amount (break point) that starts the new range for the pending series (one that is not yet in effect). |
|
Pending discount percent |
The discount percent to be used for the break point in the pending series. |
|
Pending date |
The start date for the pending series. |
|
Last break amount |
The amount (break point) that started the new range for the previously effective series (the one that was used before the effective date). |
|
Last discount percent |
The percentage used for the break point in the previously effective series. |
If Amount is selected as the Break by option and Free
item as the Discount by option, the table has the following
columns:
| Column | Description |
|---|---|
|
Break amount |
The line amount (break point) that starts the new range for the currently effective series. |
|
Free item qty. |
The quantity of the free item to be added as the discount to orders for this discount series. |
|
Pending date |
The start date for the pending series. |
|
Pending break amount |
The amount (break point) that starts the new range for the pending series (the one that is not yet in effect). |
|
Pending free item qty. |
The quantity of the free item to be added as the discount to orders for the pending discount series. |
|
Effective date |
The date when the current series has became effective. |
|
Last break amount |
The amount (break point) that started the new range for the previously effective series (the one that was used before the effective date). |
|
Last free item qty. |
The quantity of the free item that was used as the discount for the previously effective series. |
Table columns (the Promotional check box is selected)
| Column | Description |
|---|---|
|
Break amount |
The line amount (break point) that starts the new range for the promotional series. |
|
Discount amount |
The amount of the discount for this range for the promotional series. |
The Free item tab
The Free item tab of the window displays the free item that is added as the discount, as well as the free item pending to be added and the free item previously added.
This tab appears only if Free item is selected in the
Discount by field.
| Element | Description |
|---|---|
|
Free item |
The free item (by its item ID) that is added to orders as the discount for this series. |
|
Pending free item |
The free item (by its item ID) that will be added to orders as the discount for this series, starting on the date specified in the Pending date column on the Discount breakpoints tab. |
|
Last free item |
The free item (by its item ID) that had been added to orders as the discount for this series before the date shown in the Last date column on the Discount breakpoints tab. |
|
Last update date |
A read-only field that shows the date when this discount series has been updated last. |
The Items tab
The Items tab of the window has a table showing the items to which the
discount series is applicable.
This tab appears only if one of the options that includes
Item (Item, Customer and item, or Customer price class and
item) is selected in the Applicable to column in the Discount codes (AR209000) window for this discount code.
| Column | Description |
|---|---|
|
Item ID |
The stock or non-stock item, by its item ID, to which the series can be applied. |
| Description | The description of the item. |
The Item price classes tab
The Item price classes tab of the window has a table with the item
price classes to which the discount series is applicable.
This tab appears only if one of
the options that includes Item price class (Item price class, Customer and
item price class, or Customer price class and item price class) is selected in
the Applicable to column in the Discount codes (AR209000) window for this discount code.
| Column | Description |
|---|---|
|
Price class ID |
The item price class to which the series is applicable. |
| Description | The description of the item price class. |
The Customers tab
The Customers tab of the window has a table with the customers to
which the discount series is applicable.
This tab appears only if one of the options that
includes Customer (Customer, Customer and item, or Customer and item
price class) is selected in the Applicable to column in the
Discount codes (AR209000) window for this discount code.
| Column | Description |
|---|---|
|
Customer |
The customer to which the series is applicable. |
| Description | The business name of the customer. |
The Customer price classes tab
The Customer price classes tab of the window has a table with the
customer price classes to which the discount series is applicable.
This tab appears only
if one of the options that includes Customer price class (Customer price
class, Customer price class and item, or Customer price class and item price
class) is selected in the Applicable to column in the Discount codes (AR209000) window for this discount code.
| Column | Description |
|---|---|
|
Customer price class ID |
The customer price class to which the series is applicable. |
| Description | The description of the customer price class. |
The Warehouses tab
The Warehouses tab of the window has a table that lists the warehouses
to which the discount series is applicable.
This tab appears only if one of the options
that includes Warehouse (Warehouse, Warehouse and item, Warehouse
and customer price class, Warehouse and customer, or Warehouse and item
price class) is selected in the Applicable to column in the
Discount codes (AR209000) window for this discount code.
| Column | Description |
|---|---|
|
Warehouse ID |
The warehouse to which the series can be applied. |
| Description | The description of the warehouse. |
The Branches tab
The Branches tab of the window has a table showing the branches to
which the series can be applied.
This tab appears only if the Branch option is
selected in the Applicable to column in the Discount codes (AR209000) window for this discount code.
| Column | Description |
|---|---|
| Branch | The branch to which the series can be applied. |
| Description | The description of the branch. |
Related concepts
The principles of customer discounts
About customer discounts and series for discounts
Related tasks
Add customers to a discount series
Related windows
