New features, version 7.5.2, 7.5.3, 8.1, 8.5.2
Program CMDM, Discount Level Maintenance, is used to enter and maintain order level discounts.
Order level discounts can be entered for a specific customer, a specific customer price group, or for all customers and price groups.
When a sales order is entered for the customer or customer price group for which a record exists in this program, and the sales order extended price is greater than or equal to the entry in the Total Value field, you will be given the choice to apply the order level discount to the order.
After the discount is applied to the order, when sales order lines are entered and no other discounts or special prices exist for the sales order line, you will be given the choice to apply the order level discount to the order line.
If other discounts exist for the sales order lines, and you wish to apply the order level discount to all sales order lines on the sales order, you can press the [Calc Discounts] button in the sales order entry program.
Order Level Discount Parameters
Entering Order Level Discounts
At the top of the screen, there are four fields that determine the application of order level discounts entered in program CMDM, Discount Level Maintenance. The setting of these fields set the value of parameters in program MURM, Initialization Parameter Maintenance.
1. Set the Minimum Order Value Based On radio buttons to the desired setting. This field sets the value of the CMDM_USE_GROSS_ORD_VALUE parameter in program MURM, Initialization Parameter Maintenance. Choices are:
Unit Price: Uses the sales order line unit price to calculate the order value when determining whether to apply the order level discount. Sets the CMDM_USE_GROSS_ORD_VALUE parameter to Y.
List Price: Uses the sales order line list price to calculate the order value when determining whether to apply the order level discount. Sets the CMDM_USE_GROSS_ORD_VALUE parameter to N.
2. Set the Auto apply discounts instead of popup alert flag to the desired setting. This field sets the value of the CMDM_AUTO_APPLY parameter in program MURM, Initialization Parameter Maintenance.
Set this flag to on to automatically apply the discounts to the sales order lines when the sales order is eligible. Sets the CMDM_AUTO_APPLY parameter to Y.
Set this flag to off to have a pop-up message displayed when the sales order is eligible asking whether you want the order level discounts applied to the sales order. Sets the CMDM_AUTO_APPLY parameter to N.
3. Set the Apply discounts to Nonstocks if price override is on flag to the desired setting. This field sets the value of the CMDM_NONSTKS parameter in program MURM, Initialization Parameter Maintenance.
Set this flag to on to apply the discounts to non-stocked sales order lines regardless of the setting of the price override flag. Sets the CMDM_NONSTKS parameter to Y.
Set this flag to off to only apply the discounts to non-stocked sales order lines when the price override flag is set to off. Sets the CMDM_NONSTKS parameter to N.
4. Set the Discounts will be applied to Quotes flag to the desired setting. This field sets the value of the CMDM_QUOTES_GET_DISCOUNT parameter in program MURM, Initialization Parameter Maintenance.
Set this flag to on if the order level discounts will be applied to quotations as well as sales orders.
Set this flag to off if the order level discounts will only be applied to sales orders.
5. Set the Discounts will be applied to Contracts flag to the desired setting. This field sets the value of the CMDM_CONTRACTS_GET_DISCOUNT parameter in program MURM, Initialization Parameter Maintenance.
Set this flag to on if the order level discounts will be applied to sales contracts.
Set this flag to off if the order level discounts will not be applied to sales contracts.
6. Set the Existence of Customer Specific Discount excludes Customer from any Customer Price Group Discounts to the desired setting. This field sets the value of the CMDM_CUST_OVRD parameter in program MURM, Initialization Parameter Maintenance.
Set this flag to on if the customer has at least one customer specific discount, then all customer price group discounts will be excluded.
Set this flag to off and whichever discount is greater will apply.
7.. Press [Commit].
1. The program opens in query mode. Exit query mode, or execute query to view the existing order level discounts.
2. Press [New Record].
3. In the Loc field, if you are entering an order level discount for a specific sales location, enter the sales location code. Otherwise, leave the field blank.
4. In the Customer field, if you are entering an order level discount for a specific customer, enter the customer. Otherwise, leave the field blank.
5. In the Cust Price Group field, if you are entering an order level discount for a specific customer price group, enter the customer price group. Otherwise, leave the field blank.
If both the Cust No and Cust Price Group fields are left blank, the order level discount will be able to be used for all customers and price groups in the system.
6. In the Min Order field, enter the lowest total sales order value for which this discount level can be applied. For example, if the discount can only be applied for sales orders with a total value of $100 or greater, you would enter 100 in this field. Otherwise, leave the field set to 0.00.
7. In the Disc % field, enter the discount percentage that will be applied to the sales order when the sales order total value is greater than or equal to the entry in the Min Order field.
If the discount percent here is 0, discounts will only be applied for the items and item price groups entered on the second page of this program.
8. The multiplier displayed below the Disc % field will be calculated automatically by the program as (100 - net discount) / 100.
9. Enter the discount description.
10. In the Warning Type pop-list, select when you want a discount warning message to be displayed on a sales order when the sales order is within a certain range of achieving a discount. Choices are:
Within X Dollars: Display a warning popup message when the sales order is within X dollars of achieving a discount. The value of X is entered in the Warning Amt field.
Within X Percent: Display a warning popup message when the sales order is within X percent of achieving a discount. The value of X is entered in the Warning Amt field.
11. In the Warning Amt field, enter the amount or percentage value for the Warning Type.
12. In the Effective From field, enter the first date on which this discount becomes effective. Discounts will not be valid until this date.
13. In the Effective Thru field, enter the last date on which this discount is effective. Discounts will no longer be valid after this date.
14. Set the LOV flag to the desired setting.
If this flag is set to on, a list of values including this discount percentage and description will be available in the Disc % field of the sales order entry programs. If the Enforce Discount LOV flag is set to on in program ARLM, Location Maintenance, only discounts with the LOV flag set to on will be able to be entered in the sales order entry programs.
If this flag is set to off, it will not be included in the list of values. If the Enforce Discount LOV flag is set to on in program ARLM, Location Maintenance, discounts with the LOV flag set to off will not be able to be entered in the sales order entry programs.
15. Set the Additive to List Discount flag to the desired setting.
If this flag is set to on, the order level discount will be applied to all lines on the customer order. If the sales order line has a previous discount from a price matrix entry in program CMPC, Price Matrix Maintenance, or a user entered discount, the order level discount will be added to the sales order line discount.
If this flag is set to off, the order level discount will be applied to all lines on the customer order, overriding any discounts applied from price matrix entries in program CMPC, Price Matrix Maintenance or entered by the user.
16. Press [Commit].
17. On the second page of this program, you can enter specific order level discounts for items and item price groups. If a sales order is eligible for an order level discount, and the item entered is defined with a specific discount on the second page (either by item number or by item price group), the item will receive that order level discount. Otherwise, the item will receive the discount defined on the first page.
18. Click
on the [Zoom] 
button
to go to the second page for this order level discount record.
19. In the Item No field, if you are entering an order level discount for a specific item number, enter the item number. Otherwise, leave the field blank.
20. In the Item Price Group field, if you are entering an order level discount for a specific item price group, enter the item price group. Otherwise, leave the field blank.
21. In the Disc % field, enter the discount percentage that will be applied to the sales order when the sales order total value is greater than or equal to the entry in the Min Order field on the first page.
22. In the Multiplier field, the multiplier displayed is be calculated automatically by the program as (100 - net discount) / 100.
23. Set the Discount is additive to List Discount flag to the desired setting.
If this flag is set to on, the order level discount will be applied to all lines on the customer order for this item or item price group. If the sales order line has a previous discount entered by a user or from a price matrix entry in program CMPC, Price Matrix Maintenance, the order level discount will be added to the sales order line discount.
If this flag is set to off, the order level discount will be applied to all lines on the customer order for this item or item price group, overriding any discounts applied from price matrix entries in program CMPC, Price Matrix Maintenance or entered by a user.
24. Press [Commit].