Default Discounts
Default Discounts enables you to assign header-level discounts for a specific customer or customer group. The default discount automatically applies to the customer on supported transactions.
After changing the value of the Customer field in a transaction, be sure to verify the values in the Discount Item and Rate fields. These fields are customer-specific and are automatically populated. When you edit a transaction and select a customer without a default discount, the SuiteApp clears any existing values in these fields.
Transformed Transactions
The Default Discounts feature of the Enhanced Validations and Defaulting SuiteApp supports the following transformed transactions:
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Cash Sale from a Sales Order
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Invoice from a Sales Order
The SuiteApp does not support Cash Sale and Invoice transactions created from a customer record.
Default Discounts Scenarios
By default, the discounts you set on the customer or customer group record automatically applies. However, some scenarios may occur that may change the default discounts applied to customers. Read the following examples to better understand how default discounts are applied:
Scenario 1: Customer has default discount and also belongs to the customer group with default discount
Default discounts on the customer record and customer group are both assigned to the customer. For this scenario, the SuiteApp applies the default discount set on the customer record.
Scenario 2: Customer belongs to two or more customer groups with default discounts
If there is no default discount set on the customer record, the SuiteApp applies the default discount from the customer group with the higher percentage or value.
For example, Customer A belongs to Customer Groups X and Y. Customer Group X has a default discount of 25% while Customer Group Y has 40%. The SuiteApp applies the default discount of Customer Group Y.
If the applicable default discounts are in currency value, the SuiteApp applies the discount of the customer group with the higher value.
Scenario 3: Customer is a parent subsidiary and default discount on customer record is for Child Subsidiaries
In this scenario, the default discounts selected on the customer record is for child subsidiaries. On a sales transaction, no default discounts apply for the parent subsidiary customer because the default discounts set is for a child subsidiary.
Scenario 4: Customer is a parent Subsidiary and belongs to two customer groups with different subsidiary discounts
In this scenario, Customer B is a parent subsidiary that belongs to Customer Groups F and G. The default discount for Customer Group F is 50% discount for child subsidiaries. Customer Group G has a default discount of 40% for parent subsidiaries.
In this example, no discount is applicable for parent subsidiary Customer B because the customer group with the higher default discount percentage (Customer Group F) sets discounts only for child subsidiaries.
Scenario 5: Customer is a parent subsidiary and belongs to customer groups with child subsidiary discounts
If there is no default discount set on the customer record, no discounts can be applied for the customer on the transaction.
The same result as in this scenario applies if a customer is a child subsidiary (with no discounts set on its record) and the customer group it belongs to have discounts only for parent subsidiaries.
Scenario 6: Customer belongs to two or more customer groups with mixed default discounts in percentage and currency value
This scenario illustrates a case where the customer groups where a customer belongs to – differ in default discounts. For example, Customer C is a parent subsidiary that belongs to Customer Groups J and K that both have default discounts for parent subsidiaries. Customer Group J has a default discount of 50% and Customer Group K has a default discount of 100USD.
In this example, the SuiteApp applies the discount from Customer Group J because the discount is in percentage. The percentage discount is always applied to transactions regardless of whether it has the lesser value in actual computation.