Define supplier discount codes

Before you start

To complete the configuration of supplier discounts, you specify discount series for each discount code in the Supplier discounts (AP205000) window. See: The principles of supplier discounts.

This 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.

1. Go to the Supplier discount codes (AP204000) window.
2. In the Supplier field, select the supplier you want define discount codes for.
3. On the Discount codes tab, click .
4. In the Discount code field, enter a unique code for the supplier discount.
5. In the Description field, enter a brief description of the supplier discount.
6. In the Discount type field, choose what the discount will apply to:
   • Line
   • Document
   • Group
7. In the Applicable to field, the default is that all options are check-marked, but you can remove or add an option by clicking to the left of it. The available choices are:

   • Item: The system applies the discount if the document includes specific items.

   • Item price class: The discount is applied if the document includes items from a specific item price class.
   • Location: The system applies the discount if the document is associated with a specific supplier location.
   • Item and location: The system applies the discount if the document includes specific items purchased from specific supplier location.
   • Unconditional: The system applies the discount to all documents unconditionally.

   For a document-level discount, there is only one option:

   • Unconditional: The system applies the discount to all documents without any conditions.
8. Optional: If you want to exclude the supplier discount from automatic searches for the best available discount, select the Manual check box.

9. Optional: Select the check box Exclude from discountable amount if you want to exclude the line amount from the base amount for any applicable group or document discount.
   This option is only available for line-level discounts.

10. Optional: If you want to prevent the application of any additional discounts after the supplier discount, select the Skip document discounts check box.
    Note: This option is only available for group discounts.

11. Optional: Select the Auto numbering check box if you want to use automatic numbering to generate IDs for series based on this discount code.
    
    The discount code will be used as a prefix for generating series IDs by default, but you can specify a string to be used as a template for automatic numbering in the Last number column instead.

When series IDs are auto-numbered, the Last number column displays the last series ID in the series. If you enter a string before creating any series, the system uses it as a template for automatic numbering. You can have up to 10 characters, including digits at the end. The final letter separates the string into a prefix and an auto-incrementing integer. If you do not provide a value, the system uses the discount code as a prefix.

12. Click the Calculation tab.
13. In the Apply line discounts to drop-down list, choose between:

    • Extended cost: The system applies the discount to the line amount (to the item's extended cost).

    • Unit cost: The system applies the discount to the item's unit cost.

14. Click .

What is next?

Create discount series (AP205000)