Visma Net
About discount series
Many companies offer their customers discounts that depend on the total quantities of items, the quantities of specific items, the document total amounts, or specific line amounts.
In Visma Net, you create discounts in the following stages:
- Defining discount codes for all types of discounts used in your organisation by using the Discount codes (AR209000) window. A discount code defines broad characteristics of the discount, such as whether it is applied automatically or manually, what level the discount is applicable at (Document, Group of lines, or Line), and whether it is unconditional or conditional. If a discount code is conditional, you also specify on this window what types of conditions (customer, item, customer price class, warehouse, or item price class) should be used to determine whether the discount can be applied to a document. For more information, see About discounts.
- Creating multiple discount series for each discount code by using the Discounts (AR209500) window. A discount series defines the particular discount percent or the fixed discount amount applicable to a document if the document details match the discount application conditions. Discount series may define discounts that are updatable or 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 instance, you could define a line-level discount that is conditional and applies to items, and you can configure the discount series to have the same start date but apply to different items.
Discount series details
For each discount code, you can create multiple discount series by using the Discounts (AR209500) window.
Generally, you should enter a unique ID for each series. If auto-numbering is configured for the discount code, when you create a new series for this discount code, the system assigns its series ID automatically. By default, the discount code is used as a prefix for generating series IDs. If auto-numbering is not configured for the discount code, you should enter a unique ID for each series.
For each discount series, you specify the following:
- Whether the discount is a promotional discount (and has an expiration date) or an updatable discount.
- How the discount is expressed: as a percentage, an amount, or a certain quantity of a free item.
- What are the particular items, customers, item classes, warehouses, and so forth to which the discount may be applied; the types of conditions are defined by the discount code. For instance, if the discount code was defined for discounts to be applied to items, the Discounts (AR209500) window will have the Items tab, which you can use to list the particular items to which each series is applicable.
- How the discount is tiered (if applicable): by amount (for discount codes of all types) or by quantity (for only discount codes of the Line and Group types).
Each discount series has an effective (start) date and can be applied only on or after this date.
Simple and tiered discounts
Within a series, you can configure a simple discount, which is applicable to any amount or quantity, or a tiered discount, for which you can specify different per cents or fixed amounts based on the quantities of items or on the amounts. To configure tiers for a discount, you specify break points that define the ranges of amounts or quantities for which different discount per cents, amounts, or quantities of free items are applicable.
This section gives some examples of discount series. See About discount calculation for more details about how discount amounts are calculated.
A simple series can be defined in the following way: Whether the series break points are specified as amounts or quantities, set 0 as the first and only break point. An example of how you define such a series for a document-level discount based on the total amount follows:
- 0: 10% discount
Then, if conditions of the discount application are met for a document, no matter what the document total is, the discount of 10% will be applied.
- 100 units: 5% discount
- 200 units: 7% discount
- 300 units: 10% discount
As an example of a tiered discount, consider a discount that is based on the quantity of goods purchased. You can define a three-tier discount series in the following way:
Consider a series for a fixed-amount discount based on the document total, with tiers defined by amounts (in U.S. currency). The series can be specified as follows:
- €1000: €10 discount
- €2000: €25 discount
- €3000: €40 discount
Updatable and promotional discounts
A discount series can define an updatable discount or a promotional discount.
Promotional discounts are effective over a limited time, so such series should have start dates and expiration dates. After the expiration date, the promotional discounts are not applicable.
Updatable series or series for which the Promotional check boxes are not selected—have only start (effective) dates. However, for each updatable series, you can have multiple versions:
- The active version, which is the one that defines the discount currently in effect
- The pending version, which is the one that defines the discount to be in effect starting on the Pending date
- The last version, which is the one that defined the discount that was in effect before the current discount
You cannot create all of these versions for the 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. When the new start date has arrived, you can update the current series with the pending values.
Once you update the series by using the Update discounts (AR502500) window, the currently active series version becomes the last version, and the pending version becomes the active one.
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