Handle Order Line Discounts

Explanation

Use this function to change the discount per order line. You can remove, add or change discount lines, and in this way modify the total discount for the order line. This function also enables you to work with multiple discounts, i.e., compose the total order line discount from combining several different types of discounts.

The discount that is automatically selected during the registration of the order line is presented on the top line in the lower part of the window. This discount may be derived from a price list, a customer or a customer agreement.

You can modify a discount line by changing the discount rate and the discount amount. You can add a new discount line or remove an existing line. You can also change the discount calculation basis by using partial sums.

Normally, the price in order currency, displayed in the window header, is used as a basis for calculation of the discount for a line. If you mark the Partial Sum check box in a line, the order lines below this line will use the net price in order currency from the line with partial sum as basis for calculation. This means that it is possible to perform discount calculations on previously discounted prices. When you are using partial sum, the order of the discount lines is significant, and have an impact on the total discount. Therefore, you can choose if you want to insert a new line before or after an existing line. Partial sums may be checked on several lines. If such is the case, net price from the latest checked line will be used as basis for calculation for the following lines.

Prerequisites

• The order line must have been entered and saved.
• Discount types must have been defined in Sales Basic Data/Sales Discount Types.

System Effects

A new discount will be calculated for each discount line in Customer Order Line Discount. Depending upon if the partial sum is used or not, the discount will be calculated either upon header price or upon a line net price. The calculated discount amount will then be subtracted from the net price on the line above, thus creating a new price for the current line. The net as well as the gross amount will be displayed in both order currency and base currency. The gross amount is based on the VAT Tax Code % used on the Customer Line and is intended for VAT tax regimes only.

All lines added or changed will receive the value Manual in the Discount Source column, regardless of whether the discount was originally obtained from an agreement, a price list, or a customer.

The total discount for the order line will be changed.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order Line Discount

Procedure

1. Open the Customer Order window and query for the appropriate order.
2. Select the order line for which you want to change the discount.
3. Right click in the lower part of the window, point to Order Line Details and then click Order Line Discount.

Add or modify a discount line:

1. To add a new discount line in the lower part of the Customer Order Line Discount window, click New to insert the new line below the marked line or click Insert to place the new line above the marked line.
2. Enter or change the discount type in the Discount Type column, either manually or by clicking List.
3. If you want to use a discount in percent, enter or change the discount rate in the Discount column.
4. If you want to use a discount as an (net) amount per price unit of measure, enter or change the net amount in the Discount Amount column. The discount amount should be entered in order currency. You can not use discount and discount amount simultaneously.
5. If you want to use the partial sum function, i.e., use the net price of this line as a basis for calculation for following lines, select the Create Partial Sum check box.
6. In order to confirm without closing the window, click Apply.
7. Otherwise click OK to both confirm and close the window.

Remove a discount line:

1. On the lower part of the Customer Order Line Discount window, select the line that you want to remove and click Remove.
2. In order to confirm without closing the window, click Apply.
3. Otherwise click OK to both confirm and close the window.