•  Refresh
  • Tools
  •  
  • Expand All
  • Collapse All
  • Locales
  • Get File Link
  • Report Typo
  • Print
  • Export

Configuring Vendor Discounts

In Acumatica ERP, you can configure and update vendor discounts based on information you have received from each vendor. When you have information on hand about vendor discounts, you can plan your orders more carefully—for instance, by ordering higher volumes less frequently if the vendor offers tiered discounts, by ordering earlier to get promotional discounts, or by adding specific items to orders (instead of placing a separate order for those items) to get a significant group discount.

If the Vendor Discounts feature is enabled on the Enable/Disable Features (CS100000) form, you can configure discounts for each vendor. If the Inventory and Order Management group of features is not enabled on this form, the system automatically applies the best discounts to a bill when the document is being saved. If the Inventory and Order Management group of features is enabled on this form, the system also applies discounts to purchase orders.

Cash discounts, which vendors use to encourage your company to pay sooner, are covered in Setup of Credit Terms.

Back to TopDiscount Configuration

In Acumatica ERP, you do the following to configure vendor discounts:

  1. You design discount codes by using the Vendor Discount Codes (AP204000) form, where for each discount code, you specify the type of the discount and the type of conditions for this discount to be applied. For details, see Vendor Discount Codes.
  2. You create discount sequences for each discount code by using the Vendor Discounts (AP205000) form. A discount sequence defines the particular discount percent or fixed amount; the sequence also defines the particular conditions of application. For more information, see Vendor Discount Sequences.

Back to TopVendor Discounts and Special Prices

As an alternative to discounts, vendors can offer your organization special prices, which you can enter and maintain on the Vendor Prices (AP202000) or the Vendor Inventory (PO201000) forms. In this case, you do not need to configure vendor discounts.

Back to TopIn This Chapter

  • Vendor Discount Codes
    • In Acumatica ERP, any customer discount is defined by a combination of parameters specified for a discount code on the Vendor Discount Codes (AP204000) form and for a discount sequence specified on the Vendor Discounts (AP205000) form.
  • Vendor Discount Sequences
    • Once you have configured a discount code for your vendor discount, you proceed to setting up specific discount sequences for this code on the Vendor Discounts (AP205000) form, that is, to specifying particular values for entities and items to which the discounts will be applied. For each discount code, multiple sequences can be configured.
  • Discount Application in Purchase Documents
    • If the Vendor Discounts feature is enabled on the Enable/Disable Features (CS100000) form, you can configure line-level, group-level, and document-level discounts that will be applied to purchase orders. For information on configuring discounts of different types, see the topics of the chapter. This topic explains how Acumatica ERP applies discounts to purchase orders.
  • Vendor Discount Types
    • In this topic, you will learn about the types of vendor discounts that you can configure in Acumatica ERP.
  • Application of Vendor Discounts
    • When a document (such as a bill) is saved, vendor discounts of all levels are applied to the document automatically, except for the discounts for which the Manual check box is selected on the Vendor Discount Codes (AP204000) form. This topic provides details about the automatic and manual application of vendor discounts.
  • Calculation of Vendor Discounts
    • With the algorithms used to calculate vendor discounts in Acumatica ERP, you can receive the best discount amount on your purchase orders and bills according to the information on vendor discounts available in your system.