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Multi-Level Discounts

In our ERP solution, you have the option of defining multi-level discounts that can be used in sales and service orders. This page provides you with all necessary information regarding multi-level discounts and is divided into the following sections:

Setting Up Multi-Level Discounts

Proceed as follows to set up multi-level discounts via a sales price list:

  • In an open sales price list, navigate to the Lines FastTab.
  • Navigate to the Line Discount % column.
  • Click the line for which you want to set up multi-level discounts.
  • Click the selection field to open the Edit - Multi-Level Discounts page.
  • In the Description field, enter a meaningful description for the discount.
  • In the Discount % field, enter a discount percentage.
  • Optional Define further discounts.
  • Optional Arrange the discounts in different levels.
  • To move a discount to a different level, click Outdent or Indent in the menu bar. The arrangement of the discounts affects the Total Discount %.
  • Click Close to leave the page.
  • The value in the Total Discount % field is written into the Line Discount % field in the Lines FastTab.

You have successfully set up multi-level discounts. The next section describes how to use multi-level discounts in sales orders.

Using Multi-Level Discounts in Sales Orders

Proceed as follows to use multi-level discounts in sales orders:

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • To set up a new sales order, click New in the menu bar.
  • Fill in the fields Customer Name and Order Type in the General FastTab.
  • Optional Fill in the other fields as needed in the General FastTab.
  • Optional Navigate to the Shipping and Billing FastTab to enter information on the delivery process and billing as needed.
  • Navigate to the Lines FastTab.
  • In the Type column, select Item.
  • Enter the item you want to sell into the No. field.
  • If a multi-level discount has been set up for the selected item, the corresponding discounts will be listed as comment lines below the item line. Additionally, the line discount will be displayed in the Line Discount % column in the item line.
  • Optional To adjust the multi-level discounts retroactively, click the selection field in the Line Discount % column. This will open the Multi-Level Discounts Document page, where you can modify the discounts specifically for the document. The updated discount values will be automatically applied to the document lines.
  • Enter the quantity of the item you want to sell in the Quantity field.
  • Select the location of the item in the Location Code field.
  • Optional Fill in the remaining fields as needed.
  • You can then release and post the sales order.

You have successfully used a multi-level discount in a sales order. The next section describes how to use multi-level discounts in service orders.

Using Multi-Level Discounts in Service Orders

Proceed as follows to use multi-level discounts in service orders:

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Select the service item for which you want to create a service order.
  • Select Actions > New Service Order from the menu bar. If the Actions option is not displayed, first click More Options in the menu bar.
  • The Service Wizard is displayed.
  • Select the desired order type in the Order Type field.
  • The Customer No., Customer Name, Bill-to Customer No. and Bill-to Customer Name fields are automatically filled by the system according to the data stored in the service item. The Active Maintenance Contracts and Open Worksheets fields are displayed and automatically filled by the system, if corresponding documents exist. You can access an overview of these documents by clicking in the fields.
  • Confirm your entries with OK.
  • Click Yes in the dialog if you want to open the created order.
  • The newly created Service Order is displayed.
  • Information such as Customer No., Contact No., as well as Service Item No. has already been transferred into the respective fields from the service item.
  • In the Fault Comments FactBox tab, click Edit.
  • Enter the problem of the service item to be fixed here.
  • Click Close to confirm the details.
  • Optional Fill in the remaining fields in the service order as needed.
  • Navigate to the Lines FastTab.
  • Click Line > Worksheet in the menu bar of the Lines FastTab.
  • In the worksheet, the fields of the General FastTab have automatically been filled with the information of the service item by the system.
  • Optional Complete the remaining fields of the General FastTab, if needed.
  • Navigate to the Lines FastTab.
  • In the Type column, select Item.
  • Enter the item necessary for the service into the No. field.
  • If a multi-level discount has been set up for the selected item, the corresponding discounts will be listed as comment lines below the item line. Additionally, the line discount will be displayed in the Line Discount % column in the item line.
  • Optional To adjust the multi-level discounts retroactively, click the selection field in the Line Discount % column. This will open the Multi-Level Discounts Document page, where you can modify the discounts specifically for the document. The updated discount values will be automatically applied to the document lines.
  • Fill in the remaining fields as needed.
  • You can then release and post the service order.

You have successfully used a multi-level discount in a service order.