A header discount on transaction value is an item discount granted on all document items.
There are two types of header discounts on transaction value:
- Percentage discount
- Value discount
In the case of each type, it is necessary to specify threshold values and associated discount values.
In the ERP system, it is possible to decide whether the verification of a discount’s threshold value should take into consideration the following items:
- Elements of bundle promotions which do not include header discounts
- Items not subject to discounts
The user can determine whether or not bundle promotions should be combined with header discounts on transaction value in documents by adjusting a bundle promotion’s parameter enabling the promotion to be subject to header discounts.
In the case of automatic granting of a header discount on transaction value:
- Changing a customer in a document (either automatically or after confirming a notification informing the user about item recalculation) recalculates the discount
- Changing a quantity, unit of measure, feature value, or regular price in a document recalculates the discount
- Calculating reverse charge for document items recalculates a discount granted on those document items
- Changing a document type (R/SI) alters the discount’s value according to a given document’s VAT direction
- Adding or deleting a document item in a resumed unconfirmed document recalculates the discount
In the case of manual granting of a header discount on transaction value:
- Changing a customer in a document (either automatically or after confirming a notification informing the user about recalculation) deletes the discount
- Changing a quantity, unit of measure, feature value, or regular price in a document recalculates the discount
- Calculating reverse charge for document items recalculates a discount granted on those document items
- Changing a document type (R/SI) alters the discount’s value according to a given document’s VAT direction
- Adding or deleting a document item in a continued unconfirmed document recalculates the discount
Upon document generation (SQ → SO, SO → R/SI) header discounts on transaction value are transferred from the source document. If the user adds a new item in a document to be generated, current discounts are granted on this item only. Changing a quantity (with the function of copying quantities from SO active) or deleting an item from a document to be generated displays the notification: “A header discount on transaction value has been assigned to the document item. Modification will recalculate the document. Would you like to continue?”, with the following options:
- Yes – it deletes the discount and recalculates document items
- No – it does not introduce the modification (quantity reduction or item deletion). As a result, it will not be possible to partially process an order in a trade document to be generated and to increase the quantity of an item subject to a header discount on transaction value without its recalculation.
If the function of copying quantities from SO is inactive, entering a document item’s quantity does not recalculate a header discount on transaction value. Such a setting makes it possible to partially process an order by scanning a lower item quantity.
In the case of documents generated from a sales order, the application blocks the possibility to increase the quantity of items on which a header discount on transaction value has been granted. Upon an attempt to increase the quantity, the application displays the notification: “Changing of quantity above the quantity available in a sales order has been blocked. The item must be added as a new document item”.
The cases below may occur on the POS workstation:
In the ERP system, it is possible to determine whether item groups should affect the calculation of a header discount on transaction value. If a discount’s definition:
- Does not have a specified item group, the calculation of the discount will not depend on an item group to which a document item belongs
- Has a specified item group, the discount will only be granted on items belonging to this item group; the discount will only verify a threshold on the basis of items belonging to the selected item group
On the POS workstation, the operator creates a new receipt and adds two pairs of the item High heels, one pair of Ballerina shoes, and one Scarf. The document form presents the following items: The 10% header discount is automatically granted in the document, since the total value of items belonging to the group Footwear (High heels and Ballerina shoes) equals 120 EUR and is greater than 100 EUR. As the discount is granted, the document items are presented as follows:
Header discount on transaction value with a freebie (Enterprise)
An extended definition of the header discount on transaction value makes it possible to add a freebie if an appropriate transaction threshold is reached. A freebie item may only be defined as a discount of the fixed price type. The definition allows the user to grant a discount on:
- A specific item or an item belonging to a group given in the definition
- The cheapest item
- The most expensive item
This type of discount may only be applied if a relevant item is added in quantity consistent with one given in the definition. It means that items are not split in order to grant a discount on a specific quantity, as in the case of bundle promotions. A freebie cannot be added to an item which is already a freebie related to another discount, e.g. another header discount on transaction value or a bundle promotion. In the case where several discounts of this type are calculated, upon the verification of a subsequent freebie’s threshold, the application takes into account a document value decreased by the already calculated freebie.
Both the coupons have been scanned and the following items have been added to a sales document: The document value is 28.00 EUR (over 20.00 EUR), so Notepad is added with the price of 0.00 EUR Then, another item is scanned: Now, the document value is 29.00 EUR, since the threshold verification should take into account the value of the item added as freebie before. Then, another item is scanned: The document value is 31.00 EUR (over 30.00 EUR), so the price of the most expensive item is now changed to 3.00 EUR.