Document discount
The Dok discount is a percentage discount on the entire transaction. X-ERP transfers it from the document header to every item and recalculates all totals.
Doc discount: a decision for the whole process
The Doc discount (%) is displayed in the document header. It is taken from the Customer or supplier details of the master data. Changes are made in the document details of the document. As soon as you change it, X-ERP writes the value to all positions in the document. This means that every item total remains traceable and the document can be summed up cleanly.
When it makes sense
A voucher discount is suitable for an agreement that really applies to the entire process - for example, a one-off project condition. Item-related discounts, on the other hand, belong in the item discount, quantity-dependent rules in the quantity discount.
Calculation
X-ERP adds document discount, item discount and quantity discount. Example:
- Position discount 8%
- Quantity discount 3%
- Doc discount 4%
- Total discount 15%
With a position value of 200 euros before discount, 170 euros remain. The discounts are not multiplied sequentially.
Check before sharing
- The discount should really apply to all positions.
- Exceptions were not accidentally discounted.
- The sum of all discount types remains below the technically permissible limit.
- Items with volume discounts were recalculated.
- Print, e-invoice and total amount show the same message.
Typical mistake
A user expects a 10% position discount and then another 5% doc discount. However, X-ERP calculates a 15% total discount. This difference is small enough to be overlooked - and large enough to be relevant for many positions.
Related topics
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › 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 › Partners › Register tabs › Customer details
- For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Supplier details
Frequently asked questions
Where is the document discount entered?
In the document header. X-ERP transfers the value to all positions.
Is the document discount multiplied by other discounts?
No. X-ERP adds it to the item and quantity discounts.
Can a partner have a standard document discount?
Yes. A value from the partner detail can be adopted into new documents; the concrete document stores its own value.
What do I need to check after a change?
All positions, especially those with additional basic or quantity discounts, as well as printing and total.