Discount
The item discount only applies to one document item. It comes from the discount group or purchase price list and remains visible separately from the quantity and document discounts.
Discount in the document
The field Discount % is the direct legacy of a position. It answers: Which condition applies to exactly this item in exactly this process - regardless of the quantity and regardless of the entire document?
Origin
- Sales: Combination of discount group in the customer details and item group.
- Purchasing: Discount from the purchase price list; If discount group assignment is active, this is specified centrally, otherwise maintained individually.
- Manual: In an editable position, an authorized user can change the value.
demarcation
- Discount: applies to one position.
- Quantity discount: results automatically from the quantity and scale.
- Doc discount: is maintained in the document header and transferred to all items.
X-ERP adds the three percentage values. A position discount of 10%, quantity discount of 5% and document discount of 2% results in a total discount of 17%.
Use manual changes consciously
A different discount may be correct for a special release. However, it interrupts the comparability to the central condition. Therefore, provide a comprehensible reason in the intended process.
In the purchasing document, the change can also update the purchase price list. Check whether the special conditions should apply permanently or only once.
Check before sharing
- The origin of the discount is known.
- Discount group and item group are correct.
- Deviation is approved and documented.
- Total discount from all three fields remains plausible.
- The effect on the purchase price list was checked in purchasing.
Fast diagnosis
If the discount for a new item is not correct, first check the partner detail and item group. If only one existing position is incorrect, also look for a manual change or a later master data change.
Related topics
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › items › Discount groups › Discount
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Volume discounts
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Document discount
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Items › Procurement › Purchasing
Frequently asked questions
Where does the discount in the sales receipt come from?
From the discount group of the customer detail and the item group of the item.
Can I change the discount manually?
In an editable, non-archived position, yes. Document the deviation.
Is the line discount calculated sequentially with other discounts?
No. X-ERP adds the item, quantity and document discounts and deducts the total together.