Configuring bonus programs

Bonus programs are configured by defining:

• the bonus that ERP.net should apply, and
• the conditions under which the bonus program becomes eligible in a sales order.

A bonus program record can grant a free product, a discount, or a cascade discount. The configured conditions determine when the program can participate during sales order processing.

Define the bonus action

Every bonus program requires a Bonus Action.

ERP.net supports three bonus actions:

• Product - adds a sales order line with a bonus product.
• Discount - applies a line discount percent that replaces any previously calculated standard line discount percent.
• Cascade discount - applies an additional discount percent after the standard line discount percent.

The selected bonus action determines which additional settings are required.

Product bonus

Use a product bonus when the customer should receive a free product after the configured conditions are met.

To configure a product bonus, set:

• Bonus Product
• Bonus Product Quantity
• Bonus Product Quantity Unit

Use Bonus Product Quantity Multiplier For Each Lot Size when the rewarded quantity must repeat for each lot size of the triggering quantity.

This supports scenarios such as Buy X, get Y free.

For example, if the bonus program rewards 1 bonus product for each 10 units of the triggering product, ordering 30 units results in 3 bonus units.

Discount bonus

Use a discount bonus when the matching sales order lines should receive a configured discount percent.

To configure a discount bonus, set:

• Bonus Line Discount Percent

When the bonus program is applied, the configured percent replaces any previously calculated standard line discount percent on the eligible sales order lines. The resulting value is reflected in the Line Standard Discount Percent field.

Cascade discount bonus

Use a cascade discount bonus when an additional discount must be applied after the standard line discount percent.

To configure a cascade discount bonus, set:

• Bonus Line Discount Percent

A cascade discount bonus is calculated after the other line discounts. The resulting discount percent is reflected in the Line Standard Discount Percent field of the eligible sales order lines.

So, the standard discount percent is calculated as follows: Line Standard Discount Percent = 1 - (1 – Line Standard Discount Percent) * (1 - Bonus Line Discount Percent).

Note

Cascade discount bonuses are calculated cumulatively, not by simple addition. For example, if the current line standard discount is 10% and the bonus line discount is 5%, the resulting Line Standard Discount Percent becomes 14.5%.

Note

Discount and cascade discount bonus programs do not apply to sales order lines with zero quantity.

Applicability conditions

In addition to the bonus action fields, a bonus program can include applicability conditions. These conditions determine in which sales order context the program can be considered.

Product context

Use these conditions when the bonus depends on the product being sold.

• Condition Product - limits the bonus program to a specific product. If set, the bonus program is evaluated only for the sales order lines that contain that product.
• Condition Product Group - limits the bonus program to products in a specific product group or its subgroups.
• Condition Min Quantity - sets the minimum ordered quantity required for the bonus program to be considered.
• Condition Max Quantity - sets the maximum ordered quantity for which the bonus program can be considered.

Note

To specify additional triggering products for a bonus program, add them to the Products panel in the bonus program's form.

Sum Quantities Regardless Of Measurement Unit

The Sum Quantities Regardless Of Measurement Unit setting controls which product quantities contribute to the total used to check Condition Min Quantity and Condition Max Quantity, and whether quantities with different base measurement units can be added together. It has no effect if neither quantity threshold is specified.

When the setting is disabled (the default), the following rules apply:

• If Condition Product is specified, only quantities for that product contribute to the total. Otherwise, quantities from matching products in the Products panel contribute only if the products have the same base measurement unit.
• Quantities from products matched only through Condition Product Group, including its subgroups, do not contribute to the total, even if their base measurement units are the same.

When the setting is enabled, the following rules apply:

• If Condition Product is specified, only quantities for that product contribute to the total. Otherwise, numeric base quantities from matching products in the Products panel are added together regardless of their base measurement units.
• Numeric base quantities from products matched through Condition Product Group, including its subgroups, also contribute to the total, regardless of their base measurement units.

In both cases, the resulting total is compared with Condition Min Quantity and/or Condition Max Quantity.

Important

When the setting is enabled, numeric base quantities are summed without conversion between measurement units. For example, base quantities of 60 pcs and 40 kg contribute a numeric total of 100 to the quantity threshold check. This total is not a physical quantity expressed in a common measurement unit.

Amount context

Use these conditions when the bonus depends on the total amount of the relevant sales order context.

• Condition Min Amount - sets the minimum amount required for the bonus program to be considered.
• Condition Max Amount - sets the maximum amount for which the bonus program can be considered.
• Condition Document Currency - limits the bonus program to sales orders in a specific document currency.

Condition Document Currency is required when either Condition Min Amount or Condition Max Amount is set.

Customer context

Use these conditions when the bonus depends on customer-related information in the sales order.

• Condition Customer - limits the bonus program to a specific customer.
• Condition Ship To Customer - limits the bonus program to a specific ship-to customer.
• Condition Target Group - limits the bonus program to customers in a specific target group.
• Condition Customer Filter XML - applies the bonus program only when the customer matches the specified filter criteria.
• Condition Ship To Customer Filter XML - applies the bonus program only when the ship-to customer matches the specified filter criteria.

Commercial context

Use these conditions when the bonus depends on the commercial setup of the sales order.

• Condition Price List - limits the bonus program to sales orders that use a specific price list.
• Condition Distribution Channel - limits the bonus program to sales orders in a specific distribution channel.
• Condition Distribution Channel Filter XML - applies the bonus program only when the distribution channel matches the specified filter criteria.

Validity context

Use these conditions when the bonus program must be available only during a specific period or only while the record is enabled.

• Active - indicates whether the bonus program is enabled for use.
• Condition From Date - limits the bonus program to sales orders for which the context Date is on or after this date.
• Condition To Date - limits the bonus program to sales orders for which the context Date is on or before this date.

Priority

The Priority field ranks bonus programs relative to other applicable bonus programs during bonus evaluation in sales orders.

ERP.net supports priority values from 1 to 5, where:

• 1 is the lowest priority
• 5 is the highest priority

When multiple bonus programs match the current sales order context, the Priority field is used to compare them.

Document amount categorization

The Document Amount Type field specifies the document amount category for the bonus program.

When a discount or cascade discount bonus program with a specified Document Amount Type is applied in a sales order, ERP.net records the corresponding discount amount as a document amount and distributes it to the eligible sales order lines. This enables separate tracking of bonus-program discount amounts for reporting and posting purposes.

The field is used only for categorization and recording of the applied discount amount. It does not affect the applicability conditions of the bonus program.

Only document amount types with Distributed By = Bonus Program can be selected.

For more information about document amounts, see Additional amounts and Additional amounts determination and recording.

Matching configured conditions

A bonus program can be considered only when the sales order satisfies all configured applicability conditions.

If product conditions are defined, the sales order must also contain products that match them. If no product conditions are defined, no product match is required; the bonus program is evaluated against the remaining configured conditions.

For example, a bonus program configured for a specific product and customer is considered only when the sales order contains that product and is for that customer.

For more information about how ERP.net selects the final bonus program when multiple bonus programs are applicable, see Determine bonus program.

Example scenarios

The following examples show how bonus programs can be configured for different business needs and how the configured conditions affect the sales order.

Note

The following examples assume that no other applicable bonus program with higher priority exists.

Note

In the following examples, the values in Sales order context refer to the sales order or to the eligible sales order lines, depending on the configured applicability conditions. For product bonuses, the result can add a new sales order line. For discount and cascade discount bonuses, the result is reflected in the eligible sales order lines.

Product bonus for a specific product

Use this scenario when ordering a specific product should add a bonus product to the sales order.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Product
Condition Product: Product A
Condition Min Quantity: 10
Bonus Product: Product B
Bonus Product Quantity: 1
Bonus Product Quantity Unit: pcs
Bonus Product Quantity Multiplier For Each Lot Size: 10

Sales order context
Line No: 10
Product: Product A
Quantity: 30
Quantity Unit: pcs

Result
Bonus Program: Bonus Program A
An additional sales order line is added.
Line No: 20
Product: Product B
Quantity: 3
Quantity Unit: pcs

Discount bonus for a specific customer

Use this scenario when a specific customer should receive a promotional line discount.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Discount
Condition Customer: Customer A
Bonus Line Discount Percent: 12%

Sales order context
Customer: Customer A

Result
Bonus Program: Bonus Program A
Line Standard Discount Percent: 12%

Cascade discount on top of the standard line discount

Use this scenario when an additional discount should be applied after the other line discounts.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Cascade discount
Condition Product: Product A
Bonus Line Discount Percent: 5%

Sales order context
Product: Product A
Line Standard Discount Percent before the bonus program: 10%

Result
Bonus Program: Bonus Program A
Line Standard Discount Percent: 14.5%

Time-limited bonus program

Use this scenario when a bonus program must be valid only during a specific period.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Discount
Condition From Date: 2026-06-01
Condition To Date: 2026-06-30
Bonus Line Discount Percent: 15%

Sales order context
Required Delivery Date: 2026-06-15

Result
Bonus Program: Bonus Program A
Line Standard Discount Percent: 15%

Bonus program for multiple triggering products

Use this scenario when quantities from multiple triggering products should be combined to meet a quantity threshold.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Product
Condition Product: not specified
Condition Min Quantity: 5
Sum Quantities Regardless Of Measurement Unit: disabled
Bonus Product: Product C
Bonus Product Quantity: 1
Bonus Product Quantity Unit: pcs

Products panel:
Product: Product A
Product: Product B

Both triggering products have pcs as their base measurement unit.

Sales order context
Line No: 10
Product: Product A
Quantity Base: 2 pcs

Line No: 20
Product: Product B
Quantity Base: 3 pcs

The combined base quantity is 2 + 3 = 5, so the minimum quantity condition is satisfied.

Result
Bonus Program: Bonus Program A
An additional sales order line is added.
Line No: 30
Product: Product C
Quantity: 1
Quantity Unit: pcs

Quantity threshold for a product group

Use this scenario when numeric base quantities from products in a group should be combined to meet a quantity threshold.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Product
Condition Product: not specified
Condition Product Group: Group A
Condition Min Quantity: 100
Sum Quantities Regardless Of Measurement Unit: enabled
Bonus Product: Product C
Bonus Product Quantity: 1
Bonus Product Quantity Unit: pcs

The Products panel is empty. Product A and Product B belong to Group A.

Sales order context
Line No: 10
Product: Product A
Quantity Base: 60 pcs

Line No: 20
Product: Product B
Quantity Base: 40 kg

The numeric base quantities are added together: 60 + 40 = 100. The minimum quantity condition is satisfied.

Result
Bonus Program: Bonus Program A
An additional sales order line is added.
Line No: 30
Product: Product C
Quantity: 1
Quantity Unit: pcs

Negative examples

The following examples show cases in which a bonus program is not considered because the sales order context does not match the configured applicability conditions.

Product mismatch

Use this scenario to show that a product-specific bonus program is not considered for a different product.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Product
Condition Product: Product A
Bonus Product: Product B
Bonus Product Quantity: 1
Bonus Product Quantity Unit: pcs

Sales order context
Line No: 10
Product: Product C
Quantity: 30
Quantity Unit: pcs

Result
This bonus program is not considered.

Quantity below minimum

Use this scenario to show that a quantity-based bonus program is not considered when the ordered quantity is below the configured minimum.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Product
Condition Product: Product A
Condition Min Quantity: 10
Bonus Product: Product B
Bonus Product Quantity: 1
Bonus Product Quantity Unit: pcs

Sales order context
Line No: 10
Product: Product A
Quantity: 5
Quantity Unit: pcs

Result
This bonus program is not considered.

Date outside validity period

Use this scenario to show that a time-limited bonus program is not considered outside its configured validity period.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Discount
Condition From Date: 2026-06-01
Condition To Date: 2026-06-30
Bonus Line Discount Percent: 15%

Sales order context
Required Delivery Date: 2026-07-05

Result
This bonus program is not considered.

Zero-quantity line for discount bonus

Use this scenario to show that a discount bonus program is not applied to a sales order line with zero quantity.

Example configuration

Bonus Program: Bonus Program A
Bonus Action: Discount
Condition Product: Product A
Bonus Line Discount Percent: 10%

Sales order context
Line No: 10
Product: Product A
Quantity: 0
Quantity Unit: pcs

Result
This bonus program is not considered for the sales order line.