Discount Schema, Discount, Contract, Strategies and Promotions

2014-05-27 AM Discount Schema and General Discount Strategies

• Introduction
• 0:40:00 Base Pricelist
• 0:01:15 Price List Schema - engine to take a base price list and create a new version
• 0:02:15 Price List Break - for a product, for a BP, for a given quantity on a given SO line, here are the prices
• 0:04:15 Example complex discount - forum post
• 0:06:15 Discount Schema
• 0:08:00 Post Trade Discount at the Accounting Schema window
• 0:10:30 Calculation of taxes - ACTION: Can you base taxes off of List Price?
  • Answer: No - Link to answer
• 0:14:30 NOTE: you can apply Prices Lists and Discount Schemas to BP Groups (where the BP values are null)
• 0:15:45 Demonstrate Price List derived through Price List Schema
• 0:19:15 Demonstrate Price List with Discount Schema applied at Sales Order
• (reference discussion)
• 0:20:45 Demonstrate Price List Price Break at Sales Order
• 0:24:00 Discounts from order totals
• 0:25:10 Using Products and Charges called "Discount" on Order lines as negative amounts to represent discounts.
• 0:26:30 How to apply Web Store discounts in an Order
• 0:27:45 Itemizing discounts
• 0:28:00 Product and Charge Discounts can be challenging when a Sales Order has multiple Invoices
• 0:30:00 How to give a flat discount to a specific BP
  • Note: to use the Business Partner window => Flat Discount field, you must choose a Discount Schema that is of Type = "Flat Percent" and B.Partner Flat Discount = "Y"
• 0:31:00 Creating a Sales Order header process/button to apply discounts based on known criteria
• 0:34:15 Demonstrate Shipping/Invoicing an Order that includes a Discount Product
  • 0:37:00 Tangent to discuss value of using Product as discount because of relation to Price List
• 0:41:15 Review Invoice posting for Discount Products
• 0:44:45 Demonstrate how to create a Discount Product and Charge
• 0:46:45 Example creating a Price List whose Limit Price is equal the Product's cost (ACTION: explain why set to $10)
  • Answer: because the cost was null, it used the Base Price List's Limit Price ($10)

2014-08-05 AM Promotions

• Introduction - how relates to the bigger topic of Discount Strategies
• 0:01:00 how to create the Model Validator entry for Promotions
  • Link to enable promotions model validator
  • You can also use this pack in to create the record for you.
• 0:02:30 relationships between POS, Web Stores, and ERPs and how discounts are applied
• 0:05:15 relationship between iDempiere discount schema and Promotions
• 0:09:00 Promotions setup -> Promotion Group Window
• 0:09:45 An Order can apply one Promotion
• 0:10:45 A Sales Order has the ability to specify a promotion code, this will limit the eligible promotions
• 0:12:45 Promotion setup -> Promotion Pre-Conditions Tab
• 0:14:00 Review code for how promotions are chosen for a given order
• 0:16:00 Promotion setup -> Promotion Line Tab
• 0:17:15 Promotion setup -> Promotion Quantity Distribution Tab
  • 0:18:45 CORRECTION Distribution type compares Promotion Quantity Distribution Quantity with Order line Qty
• 0:19:30 Promotion setup -> Promotion Reward Tab
  • 0:20:00 Reward Type (Flat Discount, Percentage, Absolute Amount)
• 0:22:00 discussion to support the above CORRECTION
• Link to Adaxa Promotion Document (note: Adaxa changed their website - you will need to contact Adaxa for this document. I do not believe it is publicly available anymore)
• 0:28:00 Sales Order demonstration where multiple promotions could apply. Play with isActive and Relative Priority to dictate which promotion applies.
• 0:30:00 Charges can be taxable or not taxable based on Tax Category
• 0:30:45 More discussion about how Sales Orders apply promotions (promo code or not)
• 0:33:30 Back to picture of relationship between POS, Web Store, and ERP
• 0:35:30 Making sure inventory levels are accurate for "Buy 3 and Get 1 Free" promotion

Customer Window => Contract Prices Subtab

• Add this table as a subtab to Order windows so that users can see the reference records.
• Add this information to the order window => Quick Info section to show all the discount/pricing levels for this Business Partner.
• Implement the Product Pricing plugin interface to make the system consider these records when defaulting prices on (purchase, sales or both) windows.