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.

For the automatic discounts, you do not have to specify the order of their application in any way. The discounts are always applied in the following order:

• Line-level (applied to each line of the document).
  When the system applies discounts to a purchase order or invoice, it checks line-level discounts for all document lines, and for each line it picks the best applicable discount.

• Group-level (applied to multiple lines of the document).
  The system checks which group discounts may be applicable, and applies all of them.

• Document-level (applied to the document total amount).
  There can only be one best document-level discount; that is why group-level discounts (that apply to multiple lines of the document) are often used as document-level discounts.

Several options affect the order of discount application and the calculation of the discounts:

• Exclude from discountable amount: If you use this option (available for line-level discounts), you can exclude the discountable amount of the line-level discount from the discountable amount for higher-level discounts (group and document). For example, by using this option, you can exclude items with a special 75% clearance discount defined at the line level from the basis for the usual 5% document discount the supplier offers on orders that exceed 2000€.
• Skip document discount: This option is available for group-level discounts. If you design a group-level discount to apply to multiple lines and significantly reduce the document total, select this option to not apply a document-level discount.

If a particular supplier company informs you about prices that are intended for all their customers and their discounts, you can maintain the supplier's prices along with supplier discounts and calculate supplier discounts based on discountable amounts calculated from the prices.

If you maintain the prices offered by the supplier specifically to your company, use theLeverantörspriser (AP202000) and the Supplier inventory (PO201000) windows to maintain supplier prices, and do not configure supplier discounts.

If you have enabled volume pricing in your system, the supplier prices available in the Supplier inventory (PO201000) window will be automatically updated once the supplier prices specified for the "zero" tier (with 0 quantity) have been changed in the Leverantörspriser (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:

• Leverantörsfakturor (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 selected the Manual check box in the Leverantörsrabattkoder (AP204000) window, the discount will not be applied automatically or selected as the best-available when you save the document. You can use manual discounts, for example, for rebates or for coupons. While automatic discounts of all levels are applied when you save the document, you can apply a manual discount to documents in one of these windows:

• Leverantörsfakturor (AP301000)
• Purchase orders (PO301000)

You can apply manual line-level discounts to a document on the Document details tab in the correct window by selecting the discount code on a specific line. When you have selected the code and the system has applied the discount, it also recalculates other discounts.

To apply manual group-level or document-level discounts, select each manual discount by its code in the table on the Discount details tab in the correct window. If the discount matches by conditions, the system applies it. If you change the line quantities while you are adding manual discounts, the system recalculates manual discounts; they will not be replaced by automatic discounts even if the latter result in 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.

For documents that have been on hold for some time, you can update the discounts if you know that the prices or discounts have been updated, or that new discounts have been defined in the system.

To update the prices and discounts, you can select the action Recalculate prices in the respective windows. You can also choose if you want to replace manual discounts by automatic discounts, to check whether this change will result in a larger total discount. If you are not satisfied with the result, you can apply the manual discounts.