Welcome to the topic on period and volume discounts.

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In this topic, we will set up period and volume discounts for price lists.

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Imagine that: Your company periodically gives discounts on the list price based on
volume purchases or during sales events. Period and volume discounts on particular
price lists are set up in advance for seasonal sales.

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 A basic price for the product may not be enough.
 You may want to set up sale prices for a limited time period. You may want to give a
discount when a customer buys a large quantity.
 Period and volume discounts allow you to define discounts by dates and based on
volume based on an existing price list.
 The discounts entered here will override the basic price in the business partner’s
assigned price list as long as the unit of measure specified in the discount matches
the unit of measure in the row.
 The discounts will not apply if a special price for the business partner or a discount
group is applicable for the customer or item.

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 You can use period and volume discounts to define special prices for price lists. A
special price can apply to a defined period or to a quantity scale.
 For example, you decide to have a autumn sale on office furniture. You want to give a
5% discount off of the price of desks and chairs on the small accounts sales price list
for the month of September. During that period you will also give an additional
discount of 3% for anyone who buys a set of 4 chairs or more.

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 In SAP Business One, time-based discounts are set up first then the volume
discounts are defined for those validity periods. Open the price list, then double-click
to open the validity period window. After entering the validity, double-click again to
open the window to set the quantity needed for the discount.
 When a marketing document uses this price list, the business partner will be eligible
for the period and volume discounts.

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 In the Periods and Volume Discounts window, you first select the pricelist for which
you want to define discounts.
 Then add the items individually or by ranges and groups.
 Then select a source price for the discount. Since a pricelist price can be defined in a
primary currency and two additional currencies, the dropdown box allows you to
name which currency’s price is used as a base for the special price in the Period
Discount and Volume Discount windows.
 In our scenario, we want to set up a discount for office chairs for the primary currency
price in Small Accounts Sales Price List. So we choose the price list, select the item
for office chairs and select the unit price in the primary currency.

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 Then double-click to open the Period Discounts window.
 Enter the date range for the discount.
 You can enter the discount by percentage or by changing the price after discount.
 The Auto checkbox controls whether the discount will be automatically recalculated
when the price list is updated.
 In our example, we enter the dates for our autumn sale then add the 5% discount for
the period.
 If we wanted to make sure the price did not increase during the sale period, even if
the price list changes, then we could uncheck the Auto checkbox.

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 To add further discounts based on volume, double-click on a row to open the Volume
Discounts for Pricelist window.
 Enter the quantity required to receive the discount. Then enter the total discount
percentage or special price for each unit of quantity.
 Here we can enter the additional 3% discount for the 4 chairs.
 We enter 4 for the quantity and then, since our base discount is 5%, we enter 8% to
give the additional 3% off of the price list price.

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 If you have multiple units of measure set up for an item, you can define volume based
discounts and prices for each unit of measure in the item’s Unit of Measurement
Group.
 In the same window (Volume Discounts for Price List), just add a new row to bring in
each additional unit of measure.
 You can add a volume discount for any of the item's units of measurement, even if
the unit is not defined in the selected price list in the Period Discounts window for this
item.
 However, if the unit is deleted later on from the unit of measurement group for the
item, then the discount will also be removed from this table.

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 Once you have some period and volume discounts set up for some items you may
wish to copy these discounts to other items.
 In the Period and Volume Discount transaction, begin by selecting a price list from the
dropdown box.
 Then select the item whose definition of period or volume discount you wish to copy
by double-clicking the row.
 Choose the Copy Discounts button.
 Now select the items that should be given the same discount. The default is to select
all the items.
 You have two additional options for defining how the copy is done:
 The first option is: Select Items Without Period Discounts – This is used to copy the discounts only
to items that do not yet have any period and volume discounts.
 The second option is: Select Items of the Same UoM Group – This allows you to limit the copying of
the discounts to items with the same unit of measurement group and only for the units defined for
the target items.

 For example, if we have a period discount on packs of one type of paper, we could
decide to copy the same discount to other paper with the same units of measure.

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You have completed the topic for period and volume discounts. Thank you for your time.

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 Period and volume discounts allow you to define discounts by validity dates and
based on volume for an existing price list.
 The discounts entered here override the basic price in the business partner’s
assigned price list.
 Setting up a period and volume discount involves multiple windows. First you choose
an item and its price from the price list, then set up a validity period before opening a
third window to define volume discounts for the validity period.
 You can add a volume discount for any of the item's units of measurement, even if
the unit is not defined in the selected price list in the Period Discounts window for this
item. However, the unit of measure specified in the discount must match the unit of
measure in the document row for the discount to apply.
 You can copy period and volume discounts to other items, either by selecting all
items, specific items or by using the options to select items without period discounts
or items of the same UoM group.

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