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 page. 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 is displayed in the page header in the currency defined in the quotation and is used as the basis for calculating the discount for a line. When you use the price including tax functionality, the discount calculation is based on the price including tax. If you select the Partial Sum option for a line, the discount lines below this line will use the net price or net price including tax 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. The Partial Sum option may be enabled on several lines. In this case, the net price or net price including tax from the latest line with the option enabled 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 Discount Types page.

System Effects

• A new discount will be calculated for each discount line in the Sales Quotation Line Discount page. Depending on whether or not the Partial Sum option is enabled, the discount will be calculated based on either the 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.
• If you use the price including tax functionality, the discount is calculated based on either the header price including tax or a line net price including tax. The calculated discount amount will then be subtracted from the net price including tax on the line above, thus creating a new net price including tax for the current line. The net amount as well as the gross amount will be displayed in both order currency and base currency. The gross amount is based on the  Tax Code % used on the quotation line.
• 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.

Pages

Sales Quotation
Sales Quotation Lines

Activity Diagrams

Enter Sales Quotation
Enter Sales Quotation, CTO