About types of supplier discounts

Introduction

In Visma Net, you can input and regularly update supplier discounts based on the information provided by each supplier. Having this information allows you to strategically plan your orders. For example, you can order larger quantities less frequently if the supplier offers tiered discounts, place orders earlier to take advantage of promotional discounts, or include specific items in your orders to receive a substantial group discount.

Make sure the Supplier discounts functionality is included in your license and enabled in the Enable/disable functionalities (CS100000) window.
The system automatically applies supplier discounts to each purchase invoice when the document is saved.
If the Inventory module is enabled in your system, the system applies discounts to purchase orders.
In Visma Net, there are the following general types of supplier discounts:
OptionDescription
LineA discount applied to a single document line. This discount can be based on the line amount or quantity and may be expressed as a percentage or a fixed amount. These discounts can be unconditional or apply to specific items, supplier locations, combinations of items and locations, or particular item price classes.
Be cautious when using conditions based on item price classes, as suppliers may have different price classes.
GroupA discount applicable to multiple lines within the same document. This discount can be unconditional or apply to specific items, supplier locations, item price classes, or a combination of items and locations. Group discounts are applied when the document properties meet the application conditions.
DocumentA discount that unconditionally applies to the document total.

In the Supplier discount codes (AP204000) window, you can specify whether for each discount code the discount is unconditional or is based on specific conditions. For conditional discounts, you can select the type of conditions affecting the application of the discount. Then, when you create discount series in the Supplier discounts (AP205000) window, you can specify particular conditions of the selected type.

    • You can specify for each supplier whether line discounts should be applied to item prices or to item extended prices.

    • To apply line discounts to item extended prices, you select the Item extended price in the Apply line discounts to field on the Calculation settings tab of the Supplier discount codes (AP204000) window.

    • Once you have created discount tiers, you specify the break amounts accordingly: for line amounts or for prices.

  • The discounts with the Manual check box selected in the Supplier discount codes (AP204000) window will not be applied automatically or selected as the best-available when a user saves the document.

  • While automatic discounts of all levels are applied when the document is being saved, you can apply a manual discount to a particular document by using the appropriate window, Purchase invoices (AP301000) or Purchase orders (PO301000).

  • You can apply line-level discounts on the Document details tab of the appropriate window once you select the Manual discount check box for a particular line and select the discount code of one of the applicable manual discounts.

  • You can apply manual group discounts and document discounts on the Discount details tab.

Particular details and particular conditions of application for each discount code are defined by discount series, which you can create by using the Supplier discounts (AP205000) window. For each supplier discount code, you can decide whether to use automatic numbering for the series associated with this discount code to be used as a prefix for automatic numbering.

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