Handle Quotation Line Discounts

Explanation

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

The discount that is automatically selected during the registration of the quotation 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 quotation currency, displayed in the window header, is used as the basis for calculating the discount for a line. If you mark the Partial Sum check box in a line, the discount lines below this line will use the net price in quotation currency from the line with a partial sum as the basis for calculation. This means that it is possible to perform discount calculations on previously discounted prices. When you are using a partial sum, the order of the discount lines is significant, and has 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 the basis for calculating the following lines.

Prerequisites

• The quotation line must have been entered and saved.
• Discount Types must have been defined in the Sales Basic Data/Sales Discount Types tab window.

System Effects

A new discount will be calculated for each discount line in the Sales Quotation Line Discount window. Depending on whether or not the partial sum is used, the discount will be calculated upon either header price or a line net price. The calculated discount amount will then be subtracted from the net price on the line above, thus creating a new net 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 quotation line will be changed. Note that these discounts have no effect on any entered price breaks for the quotation line.

Window

Sales Quotation
Sales Quotation Lines

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation Lines
Sales Quotation Line Discount

Procedure

1. Select or query for the appropriate sales quotation in the Sales Quotation window (choose the Sales Quotation/Quotation Lines tab) or the Sales Quotation Lines window.
2. Right-click the quotation line for which you want to change the discount and select Quotation Line Discounts... in the operations menu that appears.

Add or modify a discount line:

1. To add a new discount line, mark a line and right click in the lower part of the window. Select New... to insert the new line below the marked line. Select Insert... to place the new line before the marked line.
2. Enter or change the discount type in the Discount Type column, either manually or by using the List... button.
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 the (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 cannot 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, mark the Create Partial Sum check box.
6. In order to confirm without closing the window, click the Apply button.
7. Otherwise click OK in order to both confirm and close the window.

Remove a discount line:

1. Mark the line and select Remove.
2. In order to confirm without closing the window, click the Apply button.
3. Otherwise click OK in order to both confirm and close the window