Enter a Discount Record

Use the Price-Contract Maintenance (PCM) program to enter, change, copy, and delete a discount record. See Background and Road Map for more information.

When you select Discounts, the program displays discount methods set up in the Price Hierarchy Maintenance (PHM) program.
Select the discount method for which you want to enter a discount record and click OK. The program displays existing discount records for this method.
Click Add to create a new discount record.
Enter data in as many of these fields as display on your screen:

Field Name	Type / Max Length	Action / Description
The fields depend on your hierarchy	Required	Enter the customer or item number for which this discount will apply or click the Lookup icon and use the standard lookup options to select customer or item from a list. Select the customer price class, customer type, item price class, product class, or product subclass.
Branch	Optional 4 alphanumeric	Select the pricing branch for this discount.
Sales UOM	Optional 4 alphanumeric	Select the unit of measure for this discount.
Currency	Optional 2 alphanumeric	Select the currency for this discount. This field is available only if you activated the multi-currency feature during installation or conversion.
Effective date	Optional 10 date	Select the date on which this discount goes into effect, enter a date shortcut, or leave blank to use 01/01/1900.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Expiration date	Optional 10 date	Select the date on which this pricing expires, enter a date shortcut, or leave blank to use 12/31/9999.
Sugg list price	Optional 14 numeric in the format 999999999.99999	Enter a recommended selling price. This field is not used by the system, but you can use it in custom reports.

Enter data in these discount structure fields:

Note
If you are entering pricing for a specific customer, use the pricing structure that corresponds to the Price code selected for this customer in the Customer Maintenance (CM) program. In other words, if the customer's Price code is 2, enter the price record in row 2.

Field Name

Type / Max Length

Action / Description

Type

Required
1 alphanumeric

Select	If the price is
L	Calculated from the List price
C	Cost plus: calculated from Cost
M	Margin: a markup added to the Cost

Cost

Conditional
1 alphanumeric

If you selected C or M for Type, select the type of cost to be used for the discount calculation.

Select	Type of cost
A	Actual
B	Base
L	Loaded
S	Standard
U	User-defined
V	Average

If the See costs in PCM? option is selected in the System Options Maintenance (XM) program (Pricing Options) and this pricing is for a single item (for examples, pricing methods Item or Customer / Item), press F10 twice and click Costs to display current costs for this item.

Price

Required
14 numeric in the format 999999999.99999

Enter the list price.

Adj %

Optional
5 numeric in the format 999.99

Enter the discount percent or accept .00 if you do not want to adjust the price by a percent. For example, enter 10.00 for a 10% discount.

Note
If you enter a - (minus sign), the program adds the adjust percent amount to the price.

Adj amount

Required
14 numeric in the format 999999999.99999

Enter a fixed amount discount or accept .00 if you do not want to adjust the price by a set amount. For example, enter 10.00 if you want a $10.00 discount to be applied to the list price.

Note
If you enter a - (minus sign), the program adds the adjustment amount to the price.

If you enter both an Adj % and Adj amount, both will be applied. Your setting for the Apply adjustment amount or percent first option in the System Options Maintenance (XM) program (Pricing Options) determines the order in which they are applied.

Enter additional discount levels. If you enter fewer than 9, press F10 after the last.
Enter data in these fields to set up discounts based on the quantity or amount ordered.

Field Name	Type / Max Length	Action / Description
Type	Required 1 alphanumeric	Select Q to base the discount on the quantity ordered on the line or select E to base it on the extended amount: Quantity x Price.
Minimum	Required 14 numeric in the format 999999999.99999	Enter the minimum order quantity or extended amount required to receive the special price or discount.
Disc %	Optional 5 numeric in the format 999.99	Enter the discount percent to be subtracted from the previously calculated price (list, cost plus, or margin plus any adjustments).
Disc amount	Optional 14 numeric in the format 999999999.99999	Enter the discount amount to be subtracted from the previously calculated price (list, cost plus, or margin plus any adjustments). Note If you enter both a Disc % and Disc amount, your setting for the Apply discount amount or percent first option in the System Options Maintenance (XM) program (Pricing Options) determines the order in which they are applied.

Enter additional quantity minimums. If you enter fewer than 6, press F10 after the last.
Choose the appropriate options:

To	Do This
Change a field	Move to cursor to the field and make required changes.
Accept changes and keep the current screen displayed	Click Apply.
Exit without entering this discount	Click Cancel.
Display additional fields	Click Other info.
Enter notes	Click Notes. See Enter Notes.
Enter data in custom fields your company uses	Click User. See Enter Data in User or Shadow File Fields. This button displays only if you set up user fields for the Inventory Pricing (I1P) file in the User Fields Maintenance (XMO) program.
Go to a related program	Click Jump. See Jump.
Display who created or changed the record and when	Click Audit. Click Close to remove this data from the display.
Display costs for this item (average, standard, actual, loaded, user, and base)	Click Costs. Note This button displays only if the See costs in PCM? option is selected in the System Options Maintenance (XM) program and this pricing is for a single item (pricing methods Item or Customer / Item).
Markup or markdown the list price	Click Adjust list. The program prompts Enter percentage markup or markdown. Enter the amount of the markup or enter a minus (-) and the amount of a markdown. For example, .05 for a 5% markup or .025- for a 2.5% markdown. The program adjusts the price displayed in the Price field and prompts Correct? Enter Y to accept the price adjustment or enter N to change the amount.
Display a graphic of this item	Click View image. Click Close to remove the image from the display.
Accept this data	Click OK. The program prompts you to enter another discount record. Leave the fields blank to exit.
Exit and return to the menu	Click Quit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another discount record	Click Add.
Delete the selected discount record	Click Delete. See Delete.
Copy the selected discount record	Click Copy. See Copy a Discount Record.
Display the selected discount record	Click OK.
Print the discount record listing	Click Print. See Print.
Exit this discount method	Click Exit.
Exit and return to the menu	Click Quit.

Choose the appropriate options when you click Exit:

To	Do This
Display the selected discount method	Click OK.
Exit discounts	Click Exit.

Choose the appropriate options when you click Exit:

To	Do This
Enter, change, and copy price records	Click Prices. See Enter a Price Record, Change a Price Record, and Copy a Price Record.
Change and copy discount records	Click Discounts. See Change a Discount Record and Copy a Discount Record.
Enter, change, copy, and print contracts	Click Contracts. See Enter a Contract Record, Change a Contract Record, Copy a Contract Record, and Print Contract Records.
Enter, change, and copy surcharge records	Click Surcharges. See Enter a Surcharge Record, Change a Surcharge Record, and Copy a Surcharge Record.
Exit the program	Click Exit.