Policies Discount Definition

In this form, discount policies are defined based on the settings entered in the other forms of the Price Management group.

In the first grid, the following columns are present:

• Account description: contains the recipient registry of the discount policy.
• Class: refers to the item class recipient of the discount policy; it is an optional field.
• Discount cat. purchase: allows choosing the purchase discount category to associate with the registry among those coded in the table Purchase Discount Category.
• Detail discount category: if the user wants to manage also the Discount Subcategory, they must enter in this field the same code used by the supplier.
• Validity date: contains the validity of the discount policy; this allows applying different policies at different times of the year.

In the second grid, the Discounts to be proposed for the combinations from the first grid are defined. The discounts will be proposed in the documents addressed to the registry for that specific item class.

The discounts entered in the Discount Policy Definition are retrieved with the following order of priority:

1. Supplier + Item Class + Item Discount Category + Item Discount Subcategory
2. Supplier + Item Class + Item Discount Category
3. Supplier + Item Discount Category + Item Discount Subcategory
4. Supplier + Item Discount Category
5. Supplier + Item Class
6. Supplier

In the case where multiple discount conditions are valid for a specific item, the document will report the first discount identified.

For example, if a condition associated exclusively with the supplier and another associated with the supplier and a specific item class has been defined in the discount policies:

• for items belonging to the indicated class, the discount defined in the second condition will be applied;
• in the absence of a match with the item class, the discount defined exclusively for the supplier will be applied.

Management of Discount Categories in Documents

It is possible to assign discounts for item categories that can then be reused within purchase documents. To do this, several steps are required.

1. In the Item registry > Purchase discount category tab, the discount category must be entered with the Starting validity date;
2. In the Supplier Registry > Price list tab, the Price list must be entered, with the Price Management flag active;
3. In the Policies Discount Definition, the Supplier must be entered, the same Discount cat. purchase entered in the item registry, the Validity Date, the Discount, and optionally the Item Class to which the discount should be associated;
4. There must also be a Purchase price list valid at the validity date of the discount policy that contains items that have the discount category in the registry, for the retrieval of the base price.

At this point, when entering a purchase document, discounts for the discount category will also be proposed.