About Supplier discount codes

When you save a document, supplier discounts of all levels are applied to the document automatically, except for the discounts marked as manual.

Automatic discounts are applied in the following order, without needing to specify:

• Line-level: Applied to each line of the document. The system selects the best applicable discount for each line when processing purchase orders or invoices.
• Group-level: Applied to multiple lines of the document. The system identifies and applies all applicable group discounts.
• Document-level: Applied to the document's total amount. Only one best document-level discount is applied, which is why group-level discounts are often used as document-level discounts.

Several options affect the discount application order and calculation:

• Exclude from discountable amount: This option, available for line-level discounts, allows you to exclude the line-level discount amount from higher-level discounts (group and document). For example, you can exclude items with a 75% clearance discount from the basis for a 5% document discount on orders over 2000€.
• Skip document discount: This option, available for group-level discounts, prevents the application of a document-level discount when a group-level discount significantly reduces the document total.

When a supplier provides prices for all customers along with discounts, you can manage both supplier prices and discounts, calculating the discounts based on the discountable amounts derived from the prices.

For prices offered specifically to your company, use the Supplier prices (AP202000) and Supplier inventory (PO201000) windows to manage supplier prices, without configuring supplier discounts.

With volume pricing enabled, the supplier prices in the Supplier inventory (PO201000) window will automatically update when the "zero" tier prices (with 0 quantity) are changed in the Supplier prices (AP202000) window.

You can apply manual discounts (without discount codes) when all automatic discounts have been applied.

You can specify a manual discount for specific document lines on the Document details tab in these windows:

• Purchase invoices (AP301000)
• Purchase orders (PO301000)

To apply a manual discount, you can enter either a discount percent or a discount amount. The system automatically recalculates other related values.

If you have chosen the Manual option in the Supplier discount codes (AP204000) window, the discount will not be automatically applied or considered the best available when saving the document. You can use manual discounts for purposes such as rebates or coupons. While automatic discounts at all levels are applied upon saving the document, you can apply a manual discount to documents in one of the following windows:

• Purchase invoices (AP301000)
• Purchase orders (PO301000)

To apply a manual line-level discount to a document, go to the Document details tab and select the discount code for the specific line. Once the code is selected and the discount is applied, the system will recalculate any other discounts accordingly.

For manual group-level or document-level discounts, navigate to the Discount details tab and select each discount code from the table. The system will apply the discount if the conditions match. Note that if you modify line quantities while adding manual discounts, the system will recalculate them, but they will not be replaced by automatic discounts even if those offer a greater discount amount.

You can always view the details of all discounts that were applied to a document on the Discount details tab in the window mentioned above.

If you are aware of updated prices, discounts, or newly defined discounts in the system for documents that have been on hold, you can update the discounts accordingly.

To update prices and discounts, select the Recalculate prices action in the appropriate windows. Additionally, you can choose to replace manual discounts with automatic discounts to see if this change increases the total discount. If the result is unsatisfactory, you can revert to using manual discounts.