Sales Order Line Item Discounts by Dollar Volume

We have a client on 4.5 that uses Item Pricing by Total Quantity, based on Item Category. They are taking on a new product line, however, that they want to implement discounts by line item based on the total PRICE of the items on the order within that product line, instead of on quantity ordered. They want the discount to be applied to each line item AS a line item, and to post to a different G/L account than the normal Discount account that they use for other product lines. I can't figure a way to do this other than to use a Misc Charge Code to apply the discounts per line item, which would require the salesperson to first calculate the total dollars ordered within the PL, and then calculate the discount per line item.

I looked at a couple DSD enhancements (SO Pricing by Product Line/Customer and SO Line Discount Posting to General Ledger), but these enhancements also base the discounts on quantity rather than dollars.

Has anyone else had this type of request from a client and found a way to make it work?

  • I know this original post is quite old but have a similar request below for v2020 and they have operations management. The timing of totaling an invoice and then re-writing the amount would make this tricky. The script wouldn’t know the total until the pre-write step, and then it would have to go back through the lines to adjust the extension amounts by writing % discounts. I'm thinking it’s too complex for a UDS to handle well? Looking for opinions or a 3rd party enhancement route.

    Request: Assign invoice volume discounts based on dollar amount of the invoice and price level in Sage.  Following are the discounts we would like to offer.

    Invoice line items total $20,000.00 and price level of C or D would receive a 4% discount

    Invoice line items total $15,000.00 and price level of C or D would receive a 3% discount

    Invoice line items total $10,000.00 and price level of C or D would receive a 2% discount

    Invoice line items total of $5,000.00 and price level of C or D would receive a 1% discount

     Could we exclude specified sku’s from the discount?

  • in reply to dhalpin

    There is a risk of an infinite loop with that strategy.  Start at 3% discount already applied, edit the order to total 20,001 > apply 4% discount > new total under 20K, redo pricing to 3% discount > 20,001 > apply 4%...

    The only way I could see it working is a pre-totals script, loop through lines and calculate order total based on Standard prices (ignoring the prices on the order / price levels...), then conditionally apply your discount by looping through lines again to make the changes.  Scripts would be custom logic, so you'd have full control.

    The second risk is applying a scripted discount, on a scripted discount, on a scripted discount... which is why I suggest basing the logic on Standard price, but you could also write a separate script to capture original price in a line UDF and use that instead of Standard... but you really need someone who knows the business objects well to set that up properly.

  • in reply to Kevin M

    Thank you Kevin. Sounds like this request might be too sophisticated for basic scripting skills. Appreciate the reply. I reached out to DSD too. They have an enhancement that looks promising but would still need some customizations added on.