The principles of supplier discounts

Overview of discounts

In Visma Net, you can maintain supplier discounts so that you can effectively plan purchasing and take advantage of discounts offered by your suppliers.

Types of supplier discounts

Enter and regularly update supplier discounts using the information provided by each supplier to better plan your orders. For instance, order larger quantities less often if the supplier offers tiered discounts, place orders earlier to take advantage of promotional discounts, or include specific items in your orders to receive substantial group discounts, rather than placing separate orders for those items.

Ensure that your license includes the Supplier discounts functionality and that it is activated (refer to Enable or disable supplier discounts).

Configure supplier discounts in the Supplier ledger workspace. The system will automatically apply the relevant discounts to each purchase order and invoice upon saving.

If your company uses the Inventory module, the system applies discounts to purchase orders.

  1. For each supplier, define supplier discount codes in the Supplier discount codes (AP204000) window. Here, you can specify the discount types and their conditions.
    To minimise errors on purchase orders and invoices, create and use discount codes that closely resemble the ones used by the supplier.
  2. In the Supplier discounts (AP205000) window, you create discount series for each discount code.

There are three general types of supplier discounts in Visma Net:

Discount Description
Line-level discounts

Line-level discounts apply to individual document lines: These discounts can be calculated based on the line amount or quantity, and can be expressed as percentages or fixed amounts. They can be unconditional, or apply to specific items, certain supplier locations, both particular items and locations, or specific item price classes.
Keep in mind that suppliers may use different price classes when setting conditions based on item price classes.
Group-level discounts

Group-level discounts are applicable to multiple lines within the same order. These discounts can be unconditional or conditional, based on specific items, supplier locations, a combination of items and locations, or particular item price classes. Group-level discounts are applied when the document properties meet the specified conditions.
Document-level discounts

Document-level discounts are applied to the entire document without any restrictions.

In the Supplier discount codes (AP204000) window, you can define each discount code as either unconditional or conditional. For conditional discounts, you can choose the conditions that determine how the discount is applied.

Then, when you create discount series in the Supplier discounts (AP205000) window, you can specify particular conditions of the selected type.

Choose whether to apply line discounts to item prices or item extended prices based on each supplier's preferences.

To apply line discounts to item extended prices, refer to Define supplier discount codes. When creating discount tiers, set the break amounts for either line amounts or prices. For examples, see Calculate line-level customer discounts for tiers defined by amounts.

When creating discount codes in the Supplier discount codes (AP204000) windowa and you select the Manual check box, the system will not automatically apply the manual discount or choose it as the best available option upon saving the document. Although automatic discounts of all levels are applied when saving the document, you can apply a manual discount to a specific document in the Purchase invoices (AP301000) or Purchase orders (PO301000) windows.

On the Document details tab within any of these windows, you have the option to apply line-level discounts. To do this, simply select the Manual discount check box for a specific line and choose the discount code. Additionally, on the Discount details tab, you can apply manual group and document-level discounts.

Discount series specify the application details and conditions for each discount code. You can create these series in the Supplier discounts (AP205000) window.

For more information about discount series, see About Supplier discounts and series for discounts.