Table of Contents

Determine line discount

This topic explains how ERP.net determines a single applicable line discount for one requested discount level.

Line discounts allow multiple discounts to be defined under different conditions.

Typical examples include:

  • a general line discount valid for all customers;
  • a line discount valid only for a specific customer;
  • a line discount valid only for a specific product;
  • a line discount valid only for a specific quantity range of a product;
  • a line discount valid only for a specific price list;
  • a promotional line discount valid for a limited period.

In addition to these applicability conditions, line discounts can also be defined for different discount levels.

For example, a company can use level 1 for customer-specific discounts, level 2 for promotions, and level 3 for additional special discounts.

ERP.net determines line discounts separately for each discount level.

For information about how discounts from multiple levels are accumulated in sales order lines, see Multi-level line discounts.

To determine the applicable line discount in a specific business context, ERP.net evaluates the available line discounts against the context data and then selects the best match for the requested discount level.

The determination has two stages:

  1. ERP.net filters the available line discounts by applicability.
  2. If more than one line discount remains for the requested discount level, ERP.net selects the best match according to the selection criteria.

Context data used to determine the line discount

ERP.net determines the applicable line discount based on data from the current sales context, typically provided by the current sales document and its lines.

In this topic, sales documents refers to:

  • Offers
  • Sales Orders
  • Invoices

Some context data is required so that line discount determination is possible.
Other context data is used when available to narrow the selection.

Minimum required data

The following data must be available:

  • Product
  • Quantity
  • Date
  • Customer or Ship To Customer

The context Date is taken from the sales document as follows:

  • in Offers and Sales Orders, from Required Delivery Date;
  • in Invoices, from Delivery Date. If Delivery Date is empty, from Document Date.

Additional context data

The following data is used when available to narrow the selection:

  • Discount Level
  • Enterprise Company
  • Enterprise Company Location
  • Distribution Channel
  • Price List

The requested Discount Level determines which level is evaluated by the algorithm. Automatic application of higher discount levels depends on the selected price list. For information about how discounts from multiple levels are combined in sales order line, see Multi-level line discounts.

Note

If the requested Discount Level is not specified, ERP.net determines the line discount for level 1.

In addition, the algorithm can consider the current Line Discount when preserving an already selected applicable line discount.

Filtering conditions

ERP.net filters the available line discounts by comparing the conditions defined in each line discount with the corresponding context data.

A line discount remains in the candidate set only if all of the following conditions are met:

  • Active is true.
  • Discount Level is equal to the requested discount level.
  • From Date is empty or is earlier than or equal to the context Date.
  • Thru Date is empty or is later than or equal to the context Date.
  • Product is empty or is equal to the context Product.
  • Min Quantity is empty or is less than or equal to the context Quantity.
  • Max Quantity is empty or is greater than or equal to the context Quantity.
  • Customer is empty or is equal to the context Customer or Ship To Customer.
  • Customer Type is empty or is equal to the customer types of the context Customer or Ship To Customer.
  • Product Group is empty, is equal to the product group of the context Product, or is a parent of that product group.
  • Distribution Channel is empty or is equal to the context Distribution Channel.
  • Price List is empty or is equal to the context Price List, and the price list is valid on the context Date.
  • Target Group is empty or at least one customer from the context Customer or Ship To Customer belongs to the target group.

If any specified condition does not match, the line discount is excluded from the candidate set.

Selection logic

After filtering, ERP.net may find one, many, or no applicable line discounts for the requested discount level.

  • If no line discount remains in the candidate set, no line discount is determined.
  • If exactly one line discount remains, that line discount is selected.
  • If more than one line discount remains, ERP.net selects one of them according to the following criteria, in this order:
    1. Highest Priority
    2. Latest From Date

This ensures deterministic selection when multiple line discounts are applicable for the same discount level.

Current line discount preservation

When more than one applicable line discount remains, ERP.net can also consider the current Line Discount.

If the current line discount is still applicable and has the same selection priority as the newly selected line discount, ERP.net can preserve the current line discount instead of replacing it.

This helps avoid unnecessary changes when the current line discount is still equally valid.

Result

The algorithm returns at most one applicable line discount for the requested discount level.

If no line discount satisfies the filtering conditions, no line discount is returned.

If discounts from multiple levels are present in the sales document line, this algorithm is executed separately for each level. For more information, see Multi-level line discounts.

Troubleshooting line discount determination

When the selected line discount is not the expected one, check the following:

  1. Whether the expected line discount satisfies all filtering conditions.
  2. Whether the correct Discount Level is being determined.
  3. Whether another applicable line discount outranks it by:
    1. Priority
    2. From Date
  4. Whether the Current Line Discount was preserved because it is still applicable and equally ranked.

Keep in mind that:

  • empty condition values mean "applies to all";
  • filtering is performed before ranking;
  • multiple applicable line discounts can exist for the same discount level, but only one is selected;
  • Product Group matching also considers parent product groups.

See also

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