The definition of a threshold discount determines thresholds referring to the quantity of items purchased by a customer and the value of a discount applicable to each threshold within a selected currency. Discount thresholds are verified after the calculation of total item quantity is completed for all document items.

Upon the verification of a threshold discount’s conditions, the following data is taken into consideration:

• Consistency of a document currency with a currency selected in the threshold discount’s definition
• Consistency of a regular price with a price determined in the threshold discount’s definition
• Consistency of document items’ units of measure with units of measure determined in the threshold discount’s definition
• Setting of an item as subject to discounts
• Setting of an item type as different than Buy-back or Voucher

A threshold discount is calculated on the basis of an item’s regular price.

Upon the modification of:

• Item quantity – a quantity-based threshold discount is recalculated
• Item quantity – a price-based threshold discount is recalculated if an item’s price is changed as a result of the modification
• Unit of measure – a threshold discount is recalculated
• Customer – a threshold discount is recalculated if the user selects the option Yes to answer the notification: “Do you want to recalculate the document according to customer settings?”
• Customer – a threshold discount is recalculated if the option of the automatic recalculation of customer settings has been activated in the ERP system

A threshold discount cannot be combined with a bundle promotion. The quantity of items with a bundle promotion granted is not taken into consideration in the verification of threshold discount conditions.

If the user continues the processing of an unconfirmed document or opens a sales order, threshold discounts are not recalculated, unless a given document is modified (e.g. the quantity of document items is changed).

Upon document generation:

• SO → ASI, R → SI – threshold discounts are not modified
• SQ → SO – threshold discounts are transferred from the source document. Reducing a quantity, changing a regular price or unit of measure, or deleting a document item in the document to be generated recalculates available discounts without displaying a notification.
• SO → R/SI – threshold discounts are transferred from the source document. If the user adds a new item in the document to be generated, current discounts are granted on this item only. Reducing a quantity (with the option of copying quantities from SO active), changing a regular price or unit of measure, or deleting a document item in the document to be generated displays the following notification: “Modification of the item will recalculate the document. Would you like to continue?”, with the available options:
  • Yes – it deletes a discount and recalculates document items
  • No – the application does not introduce any 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 or to increase the quantity of an item subject to a header discount on transaction value without its recalculation.

If the option of copying quantities from SO is active, changing an item’s regular price or deleting an item in a document displays the notification: “Modification of the item will recalculate the document. Would you like to continue?”, with the available options Yes and No.

In the case of documents generated from a sales order, the application blocks the possibility to increase the quantity of an item on which a threshold discount has been granted. An attempt to increase a quantity 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”.