Managing Period and Volume Discounts

The procedures below describe how to manage special prices in price lists.

Procedure

Defining Date-Dependent Special Prices for a Price List

From the SAP Business One Main Menu, choose Inventory Price Lists Period and Volume Discounts .
In the Period and Volume Discounts window, in the Price List dropdown list, select the price list for which you want to define special prices.
To specify the item or items, do one of the following:
- Choose the Add Items button.
  The Special Prices – Items – Selection Criteria Window appears. You can use this window to copy a range of selected items in one step.
- Place your cursor in the Item No. column and click the Tab button. In the List of Items window, you can select items to add.
- In the Item No. column, enter the number of the item you want to add.
Note
After you enter an item number, SAP Business One automatically displays the appropriate item description. The usual search functions are available to help you find an item in SAP Business One.

End of the note.
In the Source Price column, select one of the price currencies.
To edit the date-dependent special prices, double-click the row number of the required item.
The Period Discounts Window appears.
To confirm your entries, choose the Update button.
To save the special prices, in the Period and Volume Discounts window, choose the Add button.

Note
If you expand the lines for a special price, the special price is displayed in blue in the Period and Volume Discounts window.

End of the note.

Copying Price List Item Details

Use this function to copy the details of a special price item to all other special price items in the Period and Volume Discounts window, for the specific price list.

From the SAP Business One Main Menu, choose Inventory Price Lists Period and Volume Discounts .
In the Price List dropdown list, select a price list.
Select the item whose definition of period or volume discount you want to copy and double-click the row.
In the displayed Period Discounts window, choose the Copy Discounts button.
In the Item – Selection Criteria window, select one or more items to which you want to copy the different special prices definitions. The item list includes all items defined in the Period and Volume Discounts window. By default, all items are selected.
Select the following options to define the copy type, if required:
- Select Items Without Period Discounts
SAP Business One copies the selected item details only for items that do not yet have any item details.
- Select Items of Same UoM Group
SAP Business One copies the selected item details only for items in the same UoM group, and only for the defined UoMs of the target item. For example, discounts for items defined as Manual UoM group are copied only to items defined as Manual UoM group.
Note
When this checkbox is not selected:
- Discount of inventory UoM is copied to all other inventory UoMs, including Manual, while ignoring the UoM group.
- Discount of a specific UoM is copied only to the same UoM group.
- Discount of Manual UoM is copied to all other inventory UoMs, while ignoring the UoM group.
End of the note.
To confirm the copy definition, choose the Copy button.

Note
If you have also defined quantity-based special prices for this line, this data is copied as well.

End of the note.
To save the copied item details, in the Period and Volume Discounts window, choose the Update button.

Defining Quantity-Based Special Prices for a Price List

From the SAP Business One Main Menu, choose Inventory Price Lists Period and Volume Discounts .
The Period and Volume Discounts window opens.
In the Price List dropdown list, select a price list.
Enter items to the list in either of the following ways:
- In the Item No. column, specify an item number. You can add more items by repeating this action in the rows below the first one.
- Use the Special Prices - Items - Selection Criteria Window.
  1. Choose the Add Item button.
    The Special Prices - Items - Selection Criteria window opens.
  2. Specify the relevant data and choose the OK button.
    The items you specified are added to the list.
In the Source Price column, select one of the price currencies.
Double-click the # field of the required item row to open the Period Discounts window.
In the Period Discounts window, select a row by double-clicking the # field again.
The Volume Discounts for Price List window appears.
Edit the data and choose the Update button.

Note
You can define special prices by quantities for each UoM by adding a new row and selecting the relevant UoM in the UoM Code column.

End of the note.
To confirm your entries, in the Period Discounts window, choose the Update button.
In the Period and Volume Discounts window, choose the Update button.

More Information

Period and Volume Discounts