Managing Discounts on Order Line—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create a customer and set the external transport lead time, and to create stored sales parts and receive them into inventory in order to use them in the main exercise.

Enter Customer

Windows:
Customer
Customer/Address/Order Address Info
Customer/Order/General

  1. Enter C.S.C. Paris as customer with XX-1002 as Customer No.
  2. Open the Customer/Address/Order Address Info tab, right-click and then click Supply Chain Matrix for Customer, set the external transport lead time to two days in the From Supply Site tab.
  3. Open the Customer/Order/General tab and enter discount type 10, General Discount with 10% discount, in the Discount Type field. You can use the List of Values.

General exercise for Enter Customer
General exercise for Setting Up Site to Customer Supply Chain Parameters for Trading

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Street Car as Sales Part and with XX-18-300 as Sales Part No.
  2. Create relevant Inventory Location.
  3. Create corresponding Inventory Part.
  4. Receive a sufficient number of parts into stock.

General exercise for Sales Part

General exercise for Inventory Locations

General exercise for Minimal Inventory Part

General exercise for Direct Receipt

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order

  1. Enter a customer order with C.S.C. Paris (XX-1002) as customer and wanted delivery date in a month's time. Select NO as order type and use your site. Use your User ID as the coordinator. Note the order number: __________.
  2. Enter an order line with 2 pcs of the sales part Street Car (XX-18-300).

General exercise for Entering Customer Order

Discount Type Description Discount
10 General Discount 10%
5 Extra Discount 5%

Main Exercise

Purpose: The purpose of this lesson is to show you how the discount type is used on a customer order line and how you can change the discount manually.

Windows:
Customer Order

Use Multiple Discount Types

  1. CSC Paris wants to order another street car (XX-18-300). They were not satisfied with the quality of the most recent delivery of the part, so they want a 5% compensation extra discount on this order, in addition to their general 10% discount.
  2. Note the value in the Discount % field. What discount is stated? Try to change the discount. Can you?
  3. Select the order line, right-click, and then click Order Line Discount... The Customer Order Line Discount dialog box is displayed. Analyze the displayed data. From where is the discount type retrieved?
  4. Add a discount type with 5% discount, Extra Discount. Click Apply, and note the values in the Net Price/Base, Calculation Basis, Acc Discount, and Acc Discount Amount fields.
  5. Select the Create Partial Sum check box on the first discount line, and click Apply. Note the values in the Net Price/Base, Calculation Basis, Acc Discount, and Acc Discount Amount fields once again. Do they differ from previous calculation? If so, why?
  6. Close the Customer Order Line Discount dialog box, and note the values in the Discount Amount and Discount% fields on the order line.

Note: An alternative way to enter the extra discount is to enter a percentage value in the Additional Discount field on the customer order header. This will affect all open lines on the customer order, so only use this if you want to add an extra discount to the entire order.