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- CRM Desktop (Windows)
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Discount Rules define value-based rebates, or discounts, on the product (SKU) or total order level. They can be defined in percentages or absolute values (net price). If a discount rule points to a product, it only applies to that product. A discount rule with an empty product field is applied to the total order.
Discount rules can utilize scales to structure the discount amount. Scales on discount rules can be defined on quantities ordered or on the list value within the order line (comparison type). In the case of scales on the total order, the net value is also available as a comparison type.
Using Order Discount Rules
Discount Rules are defined through pricing rules of Record Type Discount_Rule_vod.
The fields Net_Price_vod and Line_Discount_vod fields on the Order_Line_vod object allow for user entries. If this is not desired, define those fields as read only in the respective page layouts.
The field Discount_Overrides_Max_vod__c on the pricing rule object defines the maximum amount the user can override the discount on the order line. If it is left empty, the user can override to any value. The field Net_Price_Min_vod on the Pricing_Rule_vod object defines the smallest amount the user can lower the price on the order line. If it is left empty, the user can override to any value.
Online, the Line Discount displays as 0% when no discount is applied. Brand Discount and Group Discount fields display as blank.
Total Order Discounts
Discount Rules on total Order level can utilize Product Quantity, List Value, and Net Value as comparison types for scaled discounts.
The Order_Discount_vod field on the Order object allows manual entry or overrides of discounts on the total Order level.
A typical scale can be a Product quantity of 101-500 equals 3% discount. This is how it is defined as a pricing rule:
This pricing rule is for the product Cholecap 20mg. It is valid from July 1st, 2011 to December 31st, 2011. If an order's date falls between those dates, this rule is applied (effective date pricing).
This rule is a global pricing rule, as it is not restricted to any Order Campaign, Account Group, or Account.
The discount scale is defined as quantity based (comparison type), with a range from 101 to 500. If the Order Line quantity within the Order falls between those values, the discount override of 3.00 percent is automatically applied. Furthermore, a hard maximum limit for the discount is set at 10.00 percent—relevant if users are allowed to manually override discounts during Order Line entry.
The Discount Override value cannot be blank. You can have a value of 0%, if necessary.
The rule description is visible during order entry if the Rule_vod field on the Order_Line_vod object is exposed on the Order Line page layout.
