Item Discount Groups, Sales Line Discounts and UOM

muziclover

To implement tier pricing, we have set up a large number of Item Discount Groups and assigned them to their respective items.

The items are set up with a Base UOM of "PCS", however, they are sold in rolls ("RL"); so the tier pricing needs to be set up in UOM = RL. The amount/roll varies based upon the item.

To finish the tier pricing set up, here is how we set it up:

1. Go to Sales Line Discounts table and add the following line:
2. Sales Type Filter = All Customers
3. Type = Item Disc. Group
4. Code = IDG Code
5. Unit of Measure Code = RL
6. Minimum Qty
7. Line Discount %
8. Starting Date
(Repeat steps for each new minimum quantity or "tier")

Next, we entered a sales quote for one of the items to test the new set up and discovered that no matter what quantity we enter, the Line Discount % field is not populating.

We went back to the set up, blanked out the UOM and tested again. This time, we got a Line Discount %, but it was wrong and didn't correlate to rolls correctly.
(Note: I tested this on both our database and a 2016 Cronus database ....... same result.)

Finally, we changed the pricing to "PCS" (the Base UOM) and entered the quote in "PCS"; the Line Discount % field populated correctly.

Based upon my explanation, what is the easiest way to get the Line Discount % fields to populate using "RL"? We have too many items to change the Base UOM on, so that is not a viable option.


Thank you.

vaprog

Hi,

I suggest you set a breakpoint at the function CalcBestLineDisc in Codeunit 7000 Sales Price Calc. Mgt., then think about those records in the temporary table you did not expect to find there.

Most likely, either your data is not correct, or you have a faulty customization.

muziclover

As mentioned, I'm getting the same result testing in a 2016 Cronus database, so it does not appear to be customization-related.

Can anyone else get quantity break line discounts to work with a non-Base UOM?

Thanks.

Kishorm

It looks like you are setting the discounts up correctly, the only thing I can think of is that your sales quantity does not meet the minimum qty setup in your sales line discounts - remember this qty will be in rolls when your uom is RL.

Kishorm

Do you also have sales prices (as opposed to sales line discounts) setup with units of measure? It could be that you have some setup for RL and that these have the "Allow Line Discount" field unticked.

vaprog

I had another look at this.

Your setup is not working in an unmodified database.

Table Sales Line Discount, Field Unit of Measure Code contains the following in OnValidate:

TESTFIELD(Type,Type::Item);

So, how did you enter your Sales Line Discount?

But, actually, that check is not needed. Even if you allow the Unit of Measure Code to be set, the selection of discounts works just as intended.

You are aware of the fact, that sales price and sales line discounts with a blank Unit of Measure Code apply to any sales unit of measure and of the fact that considering all line discounts that are applicable, NAV chooses the one most favorable to the customer.

When you blanked out the UoM, did you also convert the Minimum Quantity to expressed in Base Unit of Measure?

Did you check that Allow Line Disc. is true in your sales line and applied sales price?

vaprog

Hi,

I suggest you set a breakpoint at the function CalcBestLineDisc in Codeunit 7000 Sales Price Calc. Mgt., then think about those records in the temporary table you did not expect to find there.

Most likely, either your data is not correct, or you have a faulty customization.

muziclover

As mentioned, I'm getting the same result testing in a 2016 Cronus database, so it does not appear to be customization-related.

Can anyone else get quantity break line discounts to work with a non-Base UOM?

Thanks.

Kishorm

It looks like you are setting the discounts up correctly, the only thing I can think of is that your sales quantity does not meet the minimum qty setup in your sales line discounts - remember this qty will be in rolls when your uom is RL.

muziclover

Kishorm wrote: »

It looks like you are setting the discounts up correctly, the only thing I can think of is that your sales quantity does not meet the minimum qty setup in your sales line discounts - remember this qty will be in rolls when your uom is RL.

The quantity breaks were as follows:

10 RL 5%
20 RL 10%

The Sales UOM for these items is "RL".

We entered the quote with a line for (1), (10) and (20) rolls. No line discounts appeared in the lines for (10) or (20) but should have.

I have worked with NAV a long time, but I have never seen this before. I searched through online documents to see if this was a known issue. It just seems odd that we can create multiple UOMs for an item but we cannot discount by more than the Base UOM.

I should also mention, "ALL" discounts are enabled in the Sales & Receivables setup. And as I stated in my original post, if we change the Line Disc. % set up to "PCS" (which is the Base UOM), the line discount % field populates on the sales line.

Kishorm

Do you also have sales prices (as opposed to sales line discounts) setup with units of measure? It could be that you have some setup for RL and that these have the "Allow Line Discount" field unticked.

vaprog

I had another look at this.

Your setup is not working in an unmodified database.

Table Sales Line Discount, Field Unit of Measure Code contains the following in OnValidate:

TESTFIELD(Type,Type::Item);

So, how did you enter your Sales Line Discount?

But, actually, that check is not needed. Even if you allow the Unit of Measure Code to be set, the selection of discounts works just as intended.

You are aware of the fact, that sales price and sales line discounts with a blank Unit of Measure Code apply to any sales unit of measure and of the fact that considering all line discounts that are applicable, NAV chooses the one most favorable to the customer.

When you blanked out the UoM, did you also convert the Minimum Quantity to expressed in Base Unit of Measure?

Did you check that Allow Line Disc. is true in your sales line and applied sales price?