Business value

Action discounts are used to give customers, a group of customers or all customers a discount (on the main item) based on a Coupon code (via a discount percentage or amount) or in the form of supplementary items for a reduced price (via a discount percentage or amount). 

The current functionality supports the following scenarios: 

• Product A (main item) is sold in a sales quotation/order and the customer will get a discount based on the used Coupon code.
• Product A (main item) is sold in a sales quotation/order and the customer will get a supplementary item X with a discount (or for free).
• Product A (main item) is sold in a sales quotation/order and the customer will get a discount based on the used Coupon code and a supplementary item X with a discount (or for free).

Assumptions

• Action discounts are available for sales quotations and sales orders.
• Action discounts can be made active for a period of time.
• Discount on the main item, can only be used in combination with Coupon code. 
• Coupon code can be set as default on the Customer form.
• The parameter ‘Date type’ (see Accounts receivable parameter) does also apply to the Action Discounts.
• Action discounts are filled on the sales quotation/order lines as percentage or amount in the existing fields for discount percentage and amount (no new fields are introduced).
• The parameter ‘Skip price discount calculation’ on the sales line is also applicable to the Action Discounts. If Yes, action discounts are not recalculated.
• In the case a price customer is filled for the customer of the sales order, the price customer is leading in finding the relevant action discount code.
• The button ‘reset price’ also takes the action discounts into account.
• No check will be done to check whether trade agreement discounts are ‘better’ than actions discounts. 
• Kit-items are supported in action discounts, also as supplementary item.

Setup

Parameters (DYSAPCParameters)

Sales and marketing > Setup > Price and margin management parameters > tab Action discounts

Field	Description
Action discounts enabled.	When disabled form, fields and menu items are hidden on sales order and sales quotation.

Category hierarchy (EcoResCategory)

Product information management > Setup > Categories and attributes > Category hierarchies 

In this form category hierarchies can be setup. For action discounts this can be done too, including nodes, sub nodes and products linked. 

Field	Description
Name	Name of category hierarchy.

Description	Description of category hierarchy.
Last modified date	Last modified date
Last modified by	Last modified by

Category hierarchy role associations

Product information management > Setup > Categories and attributes > Category hierarchy role associations

In this form one (1) category hierarchy can be linked to the category hierarchy type for Action discounts.

Field	Description
Category hierarchy type	For action discounts the category hierarchy type ‘Action discount hierarchy’ is available.

Category hierarchy

Unique ID for the record in the database. The category hierarchy setup for action discounts can be filled in.

Action discount customer price groups

Sales and marketing > Setup > Prices and discounts > Action discounts > Action discount customer price groups

In this form action discount customer prices groups can be set up. These price groups can be linked to a customer who get applied the action discounts.

Field	Description
Price group	Price group to link an action discount to a group of customers.

Description

Description of the price group

Action discount coupons

Sales and marketing > Setup > Prices and discounts > Action discounts > Action discount coupons

This form can be used to set up coupon codes. These coupon codes can be linked to an action code and to a sales quotation/order. Only if equal the action discount is applicable.

Field	Description
Coupon code	Coupon code

Description

Description of the coupon code

Customers

Sales and marketing > Customers > All customers > fast tab Sales order defaults

Field	Description
Price group	Price group to link an action discount to a group of customers.

Coupon code

Default Coupon code for the concerning customer.

Actions discounts

Sales and marketing > Prices and discounts > Action discounts

In this form action discounts are set up. The form does have four parts. A general part where general information about the action code can be set up. A customer relation part where customers and customer groups can be set up. A lines part where category and (main)items can be set up. A supplementary items part where the supplementary category of items can be set up. Beside these four parts, there are also three buttons, Enable, Disable and Translations.

Buttons

Field	Description
Enable	Enables action discount, to be used on the sales order and quotation. When enabling multiple validations are triggered*.

Disable	To disable action discount.
Translations	Text that can be added to action discount in multiple languages.

*The following validations are triggered, when the Enable button is pressed:

• Existing Customer relations 
• Existing lines
• Existing Supplementary line

General

Field	Description
Action discount code	Action discount code, depending on number sequence set up automatically generated or manually filled

Description	Description of action code
Enabled	Shows if the Action discount is enabled
From date	Action discount is applied from this date
To date	Action discount is applied to this date
Coupon code	Coupon code needed to get the action discount
Discount message

Multi select

Determines whether it is allowed to manually select more than one supplementary item or only one in the dialog opened in the sales quotation or order. Supplementary items that are marked as "Auto add" are not taken into account.

Customer relations

Field	Description
Valid for	Select one of the following options: table (one customer) group (action discount customer price group) or all (all customers)

Account selection

Select a customer (table) or action discount customer price group (group)

Lines

Field	Description
Category	Select a node from the action discount category hierarchy.

Product	Select a product belonging to the selected category. Category will be filled, based on selected product. Product must always have a category. If none, error is given.
Product variant	Select a product variant belonging to the selected product.
Unit	Unit for which action code is applicable. Unit on sales order line or sales quotation line must be equal with the unit specified. If empty the action discount is applicable for all units in the sales quotation and order.
Discount type	Two options: discount amount or discount percentage.
Percent	Discount percentage applicable (only editable when supplementary item is selected and Discount type is Percent).
Amount	Discount amount applicable (only editable when supplementary item is selected and Discount type is Amount).

Supplementary items

Field	Description
Category	Select a node from the action discount category hierarchy.

Product	Select a product belonging to the selected category. Category will be filled, based on selected product. Product must always have a category. If none, error is given.
Product variant	Select a product variant belonging to the selected product.
Unit	Unit for which action code is applicable. Unit on sales order line or sales quotation line must be equal with the unit specified. If empty the action discount is applicable for all units in the sales quotation and order.
Auto add	Determines whether the supplementary item is automatically added to the sales order line or sales quotation line. If Yes the item is selected and automatically added to the sales order line or sales quotation line. For Auto add line the Product must be specified. In case of Product master, the Product variant must be specified. Auto add supplementary item are not taken into account for the "Multi select" parameter.
Discount type	Two options: discount amount or discount percentage.
Percent	Discount percentage applicable (only editable when supplementary item is selected and Discount type is Percent).

Amount	Discount amount applicable (only editable when supplementary item is selected and Discount type is Amount).
Number of products	Number of products (quantity) that will be added to the additional created lines.
Max allowed quantity	Determines the maximum quantity for the supplementary item that can be added to the sales order. This maximum is per Number of products.

Sales origin

Sales and marketing > Setup > Sales orders > Sales origin

In this form set up can be done for action discounts in the situation that order lines are created from outside. 

It is also possible to give a specific action discount code from outside. This action discount will be used instead of the action discount found based on standard search logic.

Field	Description
Skip action discounts	Do not perform action discount logic. When active no action discounts will be added to the sales quotation or sales order. This parameter also applies for sales orders or quotations with this sales origin for orders created within the system.

Action discount integration

Trigger auto-add action discounts when inserting lines from outside. When active supplementary items with auto-add is active will be added automatically when item is inserted from outside.

Sales quotations

Sales and marketing > Sales quotations > All quotations

On the sales quotation header the field Coupon code is added. On the sales quotation line form the field Action discount code is added. 

Sales orders

Sales and marketing > Sales orders > All sales orders

On the sales order header the field Coupon code is added. On the sales order line form the field Action discount code is added. 

On the sales order lines (button ‘sales order line’) the option Action discount trace is added. With this trace the selected action discount code for the line is traced. The search logic of this trace is as follows:

• Search priority for relations is: customer > action discount customer price group > all
• Search priority for lines is: product variant > product > category 
• Set up of action discounts lines with a unit filled are more specific and therefore searched first.
• For categories all nodes, including nodes on a higher level in the hierarchy are traced.
• When an action code is found the search stops, so no next higher level is searched.

Procedure sales quotation and sales order

Insert

A sales order is created and an item is added in the sales line for which an action discount is applicable. After saving the record a popup is displayed where supplementary items can be selected. After OK the supplementary items are added to the sales line and the discounts (amount or percentage) are added to the line. If more than one action discount is applicable, the first found is taken, based on the action discount code.

Update

In the case an update of the action discount is needed the button ‘Reset action discounts’ on the sales line can be used. In a reset the supplementary item lines are deleted, and the popup shows up again. Whether a supplementary item line may be deleted, is determined based on standard deleting logic. The button is only active for non-supplementary item lines and multiselect is not possible.

In the case only the actual discounts need to be loaded to the sales lines, the button ‘Reset prices’ can be used. So, the supplementary item lines are not deleted.