SAP B1 on Cloud AIS

Price Lists and Discounts

You can define multiple price list for your items. A price list contains items. Price lists can be
based on other prices lists by using a percentage mark-up. Every item is linked to every price list.

You can assign a price list to the customer master record on the Payment Terms tab. When you
enter the customer in a sales document, the assigned price list will defaults to the document. The system
will then use that price list to price the items in the order.

Of course, more complex pricing can be used such as special prices, discount groups, and pricing
hierarchies. Prices can also be changed in the sales order by authorized users. For example, a
salesperson might give a 5% discount to a particular item or to a whole sales order.

Using the different pricing options in SAP Business One, you can set predefined prices for selling
and buying items. Typically, a business will choose only those options that make sense for how they price
items. For example: If a company sells smaller items to other businesses, they are more likely to use
volume discounts. A company selling higher priced items may focus on special prices created for particular
business partners. Prices are assigned to price lists and to specific business partners.

On top of the basic price list functionality, you can add discounts based on item group, properties,
and manufacturer. You can use special prices to define detailed pricing and discount structures for a
business partner. You can base your discounts on any price list, or simply enter them manually. Special
prices override all other prices.

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Price Lists
For price lists, you define discounts based on percentages or quantities. For example, if all your
large accounts have discounted prices since they purchase in larger volumes, you can create a
relationship between pricing levels that updates automatically.

When the system searches for a price, it first looks at special prices. If no special price, it looks for
discount groups. If no discount group, it looks for period and volume discounts. If no period and volume
discount, it uses the basic price list assigned to the business partner.

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Period and Volume Discounts

You can use this function to define special prices for price lists. A special price can apply to a defined period
or to a quantity scale.

In SAP Business One, time-based discounts are defined in the window price list item details by perio
and volume discounts are defined in hierarchies for those validity periods. Add new items to the list by
choosing (1) Inventory > (2) Price Lists > (3) Period and Volume Discounts

Discount Groups

You can define discount groups for a business partner. These discounts are defined by an item group, a
combination of item group properties or an item manufacturer.

When you use discount groups at the item properties level, SAP Business One allows you to define a
discount for several properties. You can use a rule to decide which discount is used by the system for the
calculation:

The highest discount -The property with the highest discount will determine the overall discount
calculated for the item.

The lowest discount -The property with the lowest discount will determine the overall discount
calculated for the item.

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 SAP B1 on Cloud AIS

The average discount -The system calculates the average of all the discounts for the properties. The
average is used as the discount.

Discount totals - The system adds together all discounts of the properties that apply to the item. The
total (up to 100%) is used as the discount.

To define discount groups you choose (1) Inventory > (2) Price Lists > (3) Discount Groups

Special Prices
Special prices enable you to give a discount or surcharge for a specific business partner. Choose
(1) Inventory > (2) Price Lists > (3) Special Prices > (4) Special Prices for Business Partners

With special prices you also have the possibility to assign a different pricelist for selected items to a

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business partner. You can copy special prices to other business partners using Inventory > Price Lists >
Special Prices > Copy Special Prices to Selection Criteria.

For copying special prices from one business partner to other ones the following copy rules exist:
Replace All Items:

The system copies all the special prices and possibly overwrites existing ones.
Replace Only Existing Items:

The system overwrites all the special prices that exist in the source business partner (BP) and target BP
records. It does not add any new special prices.
Do Not Replace Items:

The system adds new special prices, but does not change existing ones.

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