Visma Net
About Supplier discounts and series for discounts
Introduction
You use this window to define the series for the supplier discount codes that you have set up.
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A discount series defines the method used by the system to calculate supplier discounts, depending on the line item's amount or quantity, or the document's total amount.
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The discount series consists of a list of break points, where each break point indicates the range of line amounts, line quantities, or document amounts eligible for a specific discount amount or percentage.
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Many suppliers offer discounts that depend on the quantities of items, on the inclusion of specific items, on the document total amounts, or on specific line amounts.
The stages of defining supplier discounts
In Visma Net, you create supplier discounts in the following two stages:
- In the Supplier discount codes (AP204000) window, define discount codes for all types of supplier discounts offered by your suppliers. A supplier discount code defines the following characteristics for a discount:
- Whether it is unconditional
- What types of conditions should be met when you apply it
- Whether it is automatic or manual
- At which level the discount is applicable (to documents, groups, or lines).
For more information, see The principles of supplier discounts.
- In the Supplier discounts (AP205000) window, create a discount series for each supplier discount code. Each series should have an effective date and specify a discount type, such as promotional, updatable, simple, or tiered.
Multiple series with the same discount can be active simultaneously, provided they apply to non-overlapping conditions. For example, a line-level discount is a conditional discount for items. You can set up series with the same start date but applying to different items.
About the different discount series
Each discount code can have multiple discount series associated with it. Assign a unique identifier to each series.
When automatic numbering is enabled for a discount code, the system will automatically generate a series ID for each new series created under that code. By default, the discount code serves as a prefix for the series IDs.
You can also choose a different string as a prefix for automatic numbering.
For every discount series, provide the following details:
- How the discount is tiered: by amount (for discount codes of all types) or by quantity (only for the line and group discount code types).
- How the discount is expressed: as a percentage or as an amount.
- Whether the discount is a promotional discount and has an expiration date.
- Which conditions apply. The types of conditions are defined by the discount code. For example, if you have decided that the discount code should apply discounts to specific items, you can see the Items tab in the Supplier discounts (AP205000) window. On this tab, you can create a list of items to which each series is applicable.
Each discount series has an effective (start) date and will apply only on and after this date.
Simple and tiered discounts
In a series, you can apply a simple discount to any amount or quantity, or use a tiered discount based on item quantities or amounts.
To set up tiers for a discount, define break points that establish ranges of amounts or quantities with different applicable discount percentages or amounts.
This section provides examples of supplier discount series. For more information on discount amount calculations, see Calculate document-level supplier discounts with tiers defined by amounts and Calculate line-level customer discounts for tiers defined by amounts.
Discounts that can be updated and promotional discounts
A discount series includes either an adjustable discount or a promotional discount.
Promotional discounts are temporary price reductions with specified start and end dates. Once the end date passes, the promotional discount is no longer valid.
To create a promotional series, select the Promotional check box in the Supplier discounts (AP205000) window.
When you do not select the Promotional check box, it means that series can be updated. They only have the start (effective) date. However, for each series that can be updated, you can have multiple versions:
- The active version — the discount that is currently in effect.
- The pending version — the discount that will be in effect starting on the pending date.
- The last version — the discount that was in effect before the current discount.
When updating supplier discounts for a series, you cannot create all versions simultaneously. Instead, input new break amounts (or quantities) as pending amounts (or quantities) and set a pending date as the new effective date. Once the new start date arrives, you can update the current series with these pending values.
After updating the series in the Update discounts pop-up window found in the Supplier discounts (AP205000) window, the previously active series version becomes the last version, and the pending version takes its place as the active one.
