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Reset order summary discounts and re-run the calculation

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These discounts are set up as a Sales pricing method, classified as the following method types:

  • O (Order line summary)
  • H (Header discount)

The discount itself can be a percentage or amount and can be limit dependent.

The O method types are applied at order line total level and are calculated when exiting the order or as a manual action by the user (i.e. you can trigger this calculation within order entry (on panel DMR30201) using Function 38 Order summary disc calculation from the Function list). For any quantity dependent discounts, the quantity for each line is added to calculate a total quantity that is used in the calculation. Likewise the values for each line are added to calculate a total value that is used in the calculation. The calculated discount is written back to each order line.

The H method types are applied at order header level and are calculated when exiting the order or as a manual action by the user (i.e. you can trigger this calculation within order entry (on panel DMR30201) using Function 38 Order summary disc calculation from the Function list). For any quantity dependent discounts, the quantity for each line is added to calculate a total quantity that is used in the calculation. Likewise the values for each line are added to calculate a total value that is used in the calculation. The calculated discount is stored at order header level but the apportioned amount can be seen at line level for the contributing lines.

Impact when triggered:
Depending on how the order summary process is triggered, the way in which the attached order summary discounts are cleared will vary as follows:

  • If triggered automatically (i.e. by the system as the order’s total value has changed or discounts or net price detailed calculation is requested to be maintained/visualised, etc), or if triggered by request (i.e. via the Order summary disc calculation function from Function list on order line entry), all active and automatically created order summary discounts attached to the order will be cleared. This means that manually added/changed order summary discounts (only allowed for H-type) or manually deleted will keep their status. The result is they will not be cleared (when manual discount) or restored during re-calculation (when deleted).
  • If triggered by request, (i.e. via the Order summary disc reset & calc function from Function list on order header level to be applied on the order), all discounts active and non-active (manually deleted), automatically or manually created attached to the order will be cleared without any consideration.

Non-FOC (free of charge) active lines that contribute to order summary discount shall then be read and processed at two levels, O-type and H-type pricing method level.

O-type discounts processing

Identification of potential O-type order summary discounts (per order line).

  1. Order pricing key related values: Order type, Warehouse, Terms of payment, Terms of delivery, Manner of transport, Agreement type, Warranty type, Project are retrieved
  2. Item pricing key related values: Item, Item discount group, Item price group, Item group, Item account group, Item category 1, Item category 2, Item category 3, Item category 4, Item category 5, Item category 6, Item family and Item sector are retrieved
  3. Line value is calculated based on order summary base value set up for order summary line level (order summary discount type O), i.e. either base (non-discounted) or net (discounted) will apply

    Note: The line must be flagged as contribute to order summary to be able to contribute at all with its line value in the order summary calculation.

  4. Process next applicable line.

    5. At this stage the following information has been collected and recorded:

    • Potential O-type summary discount that would be qualified by the order.
    • Order lines that contributed to the selection of the pricing methods mentioned above (stored in the Order line O-type pricing method detail work file).
    • Total contributed quantity and amount by order lines per selected pricing method details (stored in the Order line O-type pricing method summary work file).

    This information is now to be processed in order to find out which O-type pricing methods are qualified in order to be applied upon those lines that contributed to its selection and now, qualification. The following contributing lines will not benefit from any qualified O-type discount:

    • Invoiced lines
    • Lines not valid for order summary discount
    • Manually priced lines (unless Additional discounts is set to YES at DIS control file level)
    • Components of a sales order structure whose structure’s sales price calculation code is 1 or 3.

H-type discounts processing

After order summary discounts at line order level have been calculated, it is now the turn of the order header level to go through a similar process provided that the order does not hold any invoiced line. Otherwise no H-type discounts will be re-/calculated.

Identification of potential H-type order summary discounts (per order line)

  1. If line is applicable for order summary discounts.
  2. Order pricing key related values: Order type, Warehouse, Terms of payment, Terms of delivery, Manner of transport, Agreement type, Warranty type, Project are retrieved
  3. Item pricing key related values: Item, Item discount group, Item price group, Item group, Item account group, Item category 1, Item category 2, Item category 3, Item category 4, Item category 5, Item category 6, Item family and Item sector are retrieved
  4. Line value is calculated based on order summary base value set up for order summary header level (order summary discount type H), i.e. either base (non-discounted) or net (discounted) will apply.

    Note: The line must be flagged as contribute to order summary to be able to contribute at all with its line value in the order summary calculation

  5. Identify potential H-type pricing methods for which the line would qualify
  6. Process next applicable line.

    7. Once all potential H-type order summary discounts that would be qualified by the order have been identified, the qualification process will take place and again every applicable line is processed. This time to decide which selected H-type summary discounts have been qualified and upon which lines they will be apportioned.

    Note: A more technical description, outlining the order summary calculation process is outlined in the Understanding pricing document in the Technical/Functional Reference found on the Iptor Intranet.

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