Create a basic discount bonus program

This example shows how to create a basic discount bonus program and verify that it is applied in a sales order.

Steps

1. Open the Pricing module.
2. In the Bonus Programs tile, select + button.

3. In the new bonus program record, enter the following:

• Name – text that identifies the bonus program
• Bonus Action – select Discount to create a discount bonus program
• Bonus Line Discount Percent - the discount percentage to apply
• Product – the product that activates the bonus

4. Save the record.

Note

Enterprise Company is filled in automatically with the current enterprise company.

Verify the result

1. Create a new Sales Order.
2. Select a customer.
3. Add a line for the same product.
4. Review the sales order lines and verify that an additional line is added for the bonus product.
5. Review the values in the Bonus program and Line Standard Discount Percent fields.

The Bonus Program should contain a reference to the bonus program that was just created.
The Line Standard Discount Percent field should contain the discount percent from the selected bonus program.