Creating a New Discount

The Discount Maintenance screen defines system-wide discounts for products, memberships, or a specific customer according to the rate structure, date range, or quantity. The screen mixes and matches attributes and compares them to the bill-to or ship-to customer (and the bill-to customer for purchasing group) on an order to determine the automatic discount. For example, you can create a fifteen percent discount for all libraries on all products just by specifying the desired percentage and setting the Customer Class to “Library.”

Discounts cannot be deleted from the system, only deactivated.

Active discounts are applied automatically to an order or order line if it meets the discount criteria. The discount code with the line item lets you determine where the discount originates. All discounts are automatic unless otherwise defined as manual.

Discounts are recalculated when an order is changed to determine if the criteria matches and the discount is still eligible. For example, when you create a quantity discount for purchasing more than 10 items and a customer purchases 10 but returns 5 items, the discount is recalculated (and potentially eliminated) and the order is reinstated to the full price for the 5 items.

Discounts can also be applied manually. If this is selected, the user must manually assign the discount to the line item by clicking the “Discount” link on the Order Entry screen and selecting the appropriate discount. Once you apply a discount to an order on the Order Entry screen, you cannot delete it from the order. You can, however, apply a manual discount of 0% to force the line item to not have a discount. Please note that the line item will no longer be considered for an automatic discount once you apply a manual discount of 0%.

If a market code or product code is deactivated, any discount codes associated with it will automatically be deactivated.

If a discount is defined for a parent product and product code, then they both must match the criteria to take effect.

Examples of discounts include:

· 50% discount for the purchase of 10 or more of a single product

· 50% discount on all books if you purchase 10 or more different books

· $10 off the purchase of 10 or more of a single product

· $10 off each book if you order 10 or more of one or more books

· 25% discount for all members purchasing books

· 10% discount for all students purchasing a meeting registration

The Product_Discount table stores the discount definitions and contains all of the columns that are compared to the order detail line(s) to determine if it applies. The Product_Discount_Detail table holds a list of products that are referenced if the discount is specific to only these products. The Product_Discount_Category table related multiple discount category codes (APP_Code table) to a specific product so that a discount definition can determine eligibility based on a discount category code that may cross multiple products in multiple ways. When a discount is applied to an order_detail line, it is stored directly in Order_Detail, whether it is an order-level or line-level discount.

For performance reasons, TMA Resources recommends having no more than 200-300 active discounts.

Changes to an Order with a Discount

As of 7.4.2, the system will not refetch the discount ID on an adjustment of an invoiced line. If there is any change in the order master, the discount ID will be refetched. If there is any change on the order line other than adjustment, the discount ID will be fetched and if a new discount should be applied at the order level, then the new discount will be applied on all the lines, regardless of whether they are invoiced or not. Additionally, if a new discount should be applied at the line level, then the new discount will be applied on all un-invoiced lines and the line which was changed, regardless of whether the line is invoiced or not. If it is not better than the previous discount, the previous discount will remain on the line. If a line changes and the discount is refetched but no discount is available now for the order, then if the previous discount on the order was an order level discount, it will be removed. However, if the previous discount on the order was a line level discount, it will remain on the line.

To set up a discount:

1. Perform one of the following:

· On the Product Maintenance screen, click Discount Maintenance from the Rates and Discounts task category.

· From the toolbar, select Products > Rates, Discounts, Coupons > Discount Maintenance.

2. Click Create New Product Discount.
The Discount Maintenance screen displays, as shown below.

3. In the Discount Identification section, perform the following:

a. If necessary, change the Discount ID.

b. Enter the Description.

c. Check the checkboxes that apply:

· Active

· Order Level

· Fixed Line Level

· Manual Discount

· Manual Override

Depending on which checkboxes you check, certain fields gray out and you cannot edit them. See the “Discount Checkboxes” section below for more information on which checkboxes to check.

· Enter the Discount Percent or the Fixed Amount.

Personify is not designed to handle percentage discounts on inventory product items that cost a few pennies. Products that need to be discounted that cost a penny or two need to be sold in a set of multiple products.

4. In the Discount Parameters section, perform the following:

a. Select the Valid from date from the drop-down.

b. Select the Valid thru date from the drop-down.

c. Select the Discount Category from the drop-down.

5. To define discounts by rate structure, in the Discounts by Rate Structure section, select the Rate Structure from the drop-down.

6. To define discounts by customer class and status, in the Customer Class and Status section, perform the following:

a. Select the Customer Class from the drop-down.

b. Select the Customer Status from the drop-down.

7. To define discounts by purchasing group, in the Purchasing Group Discounts section, click the Purchasing Group link and search for the appropriate purchasing group.

8. To define discounts for a specific customer, in the Discount for a Specific Customer section, click the Customer link and search for a specific customer to receive the discount.

9. To define discounts for a current membership, in the Discounts for Current Membership section, perform the following:

a. Select the Member Org Unit from the drop-down.

b. Click the Membership Product link and search for a membership product.

10. To define discounts based on marketing and methods, in the Discounts Based on Marketing and Method section, perform the following:

a. Click the Market Code link and search for a market code associated with the discount.

b. Select the Order Method from the drop-down.

11. To define discounts by subsystem, in the Subsystem Specific Discounts section, perform the following:

a. Select the Subsystem from the drop-down.

b. Select the Product Class from the drop-down.

12. To define discounts by the quantity purchased, in the Quantity Discounts section, perform the following:

a. Enter the Quantity from.

b. Enter the To value.

13. To define discounts by specific products, in the Discounts on Specific Products section, perform the following:

You cannot enter a discount on a specific product if you check the Manual Discount checkbox.

a. Click Add.
A new row is added to the grid, as shown below.

b. Manually enter the Product Code in the table cell or click the binoculars icon to open the Product Chooser.
The other fields in the table automatically populate based on the entered or selected product.

If you decide to manually enter the Product Code, the field is case sensitive. For example, if the Product Code is "MBOOK", do not enter "mbook".

14. Click Save.

Screen Element	Description
Discount Identification
Discount ID	Text box. The system-generated discount identification number. You can change it, though. When a discount is used on an order, this ID is written to the Order_Detail.PRODUCT_DISCOUNT_ID table.
Description	Text box. The description of the discount. Maximum length is 120 characters.
Active	Checkbox. When checked, indicates the discount is active. Only active discounts can be applied to an order or order line.
Discount Percent	Text box. The discount percentage. If the Fixed Line Level checkbox is selected, you cannot enter the percentage as a discount. You can enter either a percentage here or a Fixed Amount for the discount. If a 100% discount is added to a proforma order line, the order line will go active. Please note that applying a 100% discount to an order with a payment schedule will remove all scheduled payments. If the 100% discount is removed and a lesser discount is applied, the system will revert the line to the status previous to the 100% discount.
Fixed Amount	Text box. The fixed amount of the discount. If the Fixed Line Level checkbox is checked, enter the amount here. You can enter either a Discount Percent or a Fixed Amount here for the discount.
Order Level	Checkbox. When checked, indicates the discount will be applies by order level. Order level discounts are restricted to percentages. When applied, it will grant a specific percentage discount on all line items in the order. If the discount is an Order Level discount, then the discount will be applied on Active and Proforma lines. But if the discount is a Line Level discount, then the discount will only be applied on Proforma lines. For more information on selecting this checkbox in combination with other checkboxes, refer to the “Discount Checkboxes” section below.
Fixed Line Level	Checkbox. When checked, indicates the Fixed Amount discount will be applied by order line level. This discount is considered in the automatic calculation of discounts and is defined as a specific amount. This discount cannot be changed at the order detail level. The unit price cannot go below zero. If the discount is an Order Level discount, then the discount will be applied on Active and Proforma lines. But if the discount is a Line Level discount, then the discount will only be applied on Proforma lines. For more information on selecting this checkbox in combination with other checkboxes, refer to the “Discount Checkboxes” section below.
Manual Discount	Checkbox. When checked, indicates the Product_Discount_Detail table should be deleted. A manual discount must be manually applied. This discount is not considered in the automatic calculation of discounts. The discount definition is percentage-based. You must select this discount code manually from the Order Entry screen or other order screens, but you cannot change the percentage or amount. Once set for an order detail line, the application does not include this line in any automatic consideration of discounts but freezes the discount code for this line item. For more information on selecting this checkbox in combination with other checkboxes, refer to the “Discount Checkboxes” section below.
Override Manually	Checkbox. This discount is considered in the automatic calculation of discounts and is percentage-based, but you can directly change the discount amount at the order detail level. When the amount is changed, the application automatically selects the Order Detail Manual Discount checkbox so that the system will not include this line in any automatic consideration of discounts. The unit price cannot go below zero. For more information on selecting this checkbox in combination with other checkboxes, refer to the “Discount Checkboxes” section below.
Discount Parameters
Valid from	Drop-down. The first date the discount is valid.
Valid thru	Drop-down. The last date the discount is valid.
Discount Category	Drop-down. The category under which the discount falls. This field is used for reporting purposes only and has no effect on the discount.
Discounts by Rate Structure
Rate Structure	Drop-down. The rate structure to which this discount applies. Selecting the rate structure here indicates only this rate structure can receive the discount.
Customer Class and Structure
Customer Class	Drop-down. The class of customer to which the discount applies. Selecting the customer class here indicates only this customer class can receive the discount.
Customer Status	Drop-down. The status of customer to which the discount applies. Selecting the customer status here indicates only this customer status can receive the discount.
Purchasing Group Discounts
Purchasing Group	Link. The purchasing group to which the discount applies. Selecting the purchasing group here indicates only this purchasing group can receive the discount.
Discount for a Specific Customer
Customer	Link. This opens the Customer Chooser screen and allows you to specify the customer. Selecting the customer here indicates only this customer can receive the discount. The selected customer MUST be the ship-to customer on the order to receive the discount.
Discounts for Current Membership
Member Org Unit	Drop-down. Allows a discount belonging to one organization unit to be made available based on a customer’s membership in another organization unit. The membership organization unit selected here determines the organization unit of the membership product that can be selected for a discount.
Membership Product	Link. The membership product to which the discount applies. Selecting the membership product here indicates only this product can receive the discount. If no product is selected, the discount applies to all products in the Member organization unit.
Discounts Based on Marketing and Method
Market Code	Link. The promotion piece such as a catalogue or mailer to which the discount applies. Selecting the market code here indicates only customer’s receiving this market code can receive the discount.
Order Method	Drop-down. The method by which the order was placed. For example: Phone, Fax, Email, Internet. Selecting the order method here indicates only customers using this order method can receive the discount.
Subsystem Specific Discounts
Subsystem	Drop-down. The subsystem to which the discount applies. Selecting the subsystem here indicates only product within this subsystem can receive the discount.
Product Class	Drop-down. The product class of the subsystem to which the discount applies. Selecting the product class here indicates only this product class can receive the discount.
Quantity Discounts
Quantity from	Text box. The minimum quantity a customer must order to receive the discount.
To	Text box. The maximum quantity a customer must order to receive the discount.
Discounts on Specific Products
Add	Button. When clicked, a product is added to the table. The discount applies to only the products added here. If a discount has been defined for a MBR product and an order is placed for this product by a company in which the employees get member benefits, the employees will NOT receive the discount because they do not have an order for the MBR product.
Delete	Button. When clicked, the highlighted product is deleted from the table.

Discount Checkboxes

The following table describes the results based on which checkboxes are selected in combination in the Discount Identification section of the Discount Maintenance screen.

Checked Checkbox(es)	Description
None	This is an automatic discount and is used in the automatic calculation of discounts. In this case, discounts are percentage-based only and cannot be changed at the order-level.
Manual Discount and Manual Override	This discount is not considered in the automatic calculation of discounts because the manual flag is set. Because the "Fixed Line Level" checkbox is not checked, the discount definition is percentage-based, and when applied to the order, the application calculates the default percentage. You must select this discount code manually from Order Entry and Maintenance (ORD001) or other order screens and you can change the amount of the discount directly. Unit price cannot go below zero.
Manual Discount, Manual Override, and Fixed Line Level	This discount is not considered in the automatic calculation of discounts because the manual flag is set. The discount definition is a flat amount and when applied to the order, the system applies the defined amount but the user can change it. You must select this discount code manually from Order Entry and Maintenance (ORD001) or other order screens. Unit price cannot go below zero.
Manual Discount and Fixed Line Level	This discount is not considered in the automatic calculation of discounts because the manual flag is set. This discount is defined as a flat amount and cannot be changed at the order level because the "Manual Override" checkbox is not checked. Unit price cannot go below zero.
Order Level	An order-level discount is one where the qualification for the discount is evaluated based on all order lines. This is used with discounts where qualification for the discount is based on quantity purchased. An order-level discount is still applied to each line level that qualified the order for the discount.