EU PricesAndDiscounts 2023R1

End-User Course
Financials
Prices and Discounts

2023 R1
Revision: 4/24/2023
Contents | 2
Contents
Copyright...............................................................................................................................................4
How to Use This Course.......................................................................................................................... 5
Company Story.......................................................................................................................................7
Part 1: Sales Prices................................................................................................................................. 9
Lesson 1.1: Reviewing Sales Prices and Exploring Price Selection................................................................. 9
Sales Prices: General Information........................................................................................................... 9
Sales Prices: To Review Existing Prices................................................................................................. 10
Automatic Price Selection: Rules of Price Selection.............................................................................14
Automatic Price Selection: To Explore Regular and Promotional Prices.............................................16
Automatic Price Selection: To Explore UOM-Specific Prices................................................................ 20
Automatic Price Selection: To Explore Warehouse-Specific Prices......................................................22
Automatic Price Selection: To Explore Volume-Based Prices.............................................................. 25
Lesson 1.2: Uploading a Sales Price List........................................................................................................ 28
Uploading Sales Price Lists: General Information................................................................................ 28
Uploading Sales Price Lists: Process Activity........................................................................................29
Lesson 1.3: Recalculating Existing Sales Prices in Bulk................................................................................. 32
Mass-Update of Sales Prices: General Information.............................................................................. 32
Mass-Update of Sales Prices: Process Activity......................................................................................33
Part 2: Customer Discounts................................................................................................................... 36
Customer Discounts: General Information.....................................................................................................36
Customer Discounts: Application of Manual Discounts.................................................................................37
Customer Discounts: To Create an AR Invoice with a Manual Discount........................................................38
Customer Discounts: To Configure a Manual Promotional Discount............................................................40
Customer Discounts: Application of Automatic Discounts............................................................................43
Customer Discounts: To Configure Automatic Line Discounts......................................................................44
Customer Discounts: To Configure Automatic Group Discounts...................................................................48
Customer Discounts: To Configure Automatic Document Discounts............................................................52
Customer Discounts: To Configure Automatic Volume Discounts................................................................ 57
Customer Discounts: To Configure Multiple Discounts and Explore Their Application................................60
Customer Discounts: To Add Sales Orders with Different Document Discounts in a Single SO Invoice..... 65
Customer Discounts: To Create an SO Invoice with a Manual Discount....................................................... 71
Part 3: Vendor Prices............................................................................................................................ 78
Vendor Prices: General Information............................................................................................................... 78
Vendor Prices: Uploading Vendor Price Lists................................................................................................. 79
Contents | 3
Vendor Prices: Automatic Price Selection...................................................................................................... 80

Vendor Prices: To Upload a Price List and Explore Price Selection...............................................................81
Copyright | 4
Copyright
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Soware Version: 2023 R1

Last Updated: 04/24/2023
How to Use This Course | 5
How to Use This Course

This course introduces pricing and discounting functionality available in Acumatica ERP. By completing the course
activities, you will learn how to configure various types of sales prices and customer discounts, as well as how
to calculate and update sales prices using a sales price worksheet. You will get an understanding of how sales
prices are automatically suggested and how customer discounts are automatically applied in sales orders and
AR invoices, learn how to update sales prices and customer discounts, and how to analyze GL batches the system
creates when posting documents with discounts. The course also walks you through the process of uploading
vendor price lists to the system by using a vendor price worksheet.
The course consists of three parts, each providing a set of activities that illustrate the basic configuration of
prices and discounts in a midsize company. Part 1 deals with the process of defining, maintaining, and applying
sales prices in the system. Part 2 covers multiple types of customer discounts and their application to financial
documents. Part 3 touches upon uploading and updating vendor prices.
What Is in This Guide

The guide includes the Company Story topic and process activities. The Company Story topic explains the
organizational structure of the company that has been preconfigured in the U100 dataset, as well as the company's
business processes and requirements. Each of the process activities of the course is dedicated to a particular user
scenario and consists of processing steps that you complete.
Which Training Environment You Should Use

All lessons of the course should be completed in an instance of Acumatica ERP 2023 R1 with the U100 training
dataset preloaded; this dataset provides the predefined settings and entities you will need as you complete the
activities of this course.
You or your system administrator need to prepare an instance of Acumatica ERP 2023 R1, as described in the How to
Create a Tenant with the U100 Dataset section below.
What Is in a Lesson
Each lesson provides a story describing a particular user scenario and an overview of the relevant features that
have been enabled in the system; configuration settings that are related to the described scenario are also listed.
The lesson provides a brief overview of the process that should be performed to complete the described scenario,
and instructions that guide you through the process in Acumatica ERP.
The lessons are independent and can be completed in any order. However, depending on the
sequence in which you complete the course lessons, the settings in the screenshots may differ from
the settings in the system.
What the Documentation Resources Are

Acumatica ERP provides a wide variety of documentation resources, which you can access from this course,
from the system, or from the Help portal. Applicable links are provided at relevant places throughout the course.
The complete Acumatica ERP documentation is available on https://help.acumatica.com/ and is included in the
Acumatica ERP instance.
While viewing any form used in the course (or any other Acumatica ERP form), you can click the Open Help button
in the top pane to bring up a form-specific Help menu; you can use the links on this menu to quickly access form-
related concepts and activities and to open a reference topic with detailed descriptions of the form elements.
How to Use This Course | 6
How to Create a Tenant with the U100 Dataset

Before you complete this course, you need to add a tenant with the U100 dataset to an existing Acumatica ERP
instance. You will then prepare the tenant for completing the activities. To complete this preparation, perform the
following instructions:
1. Go to Amazon Storage.
2. Open the folder that corresponds to the version of your Acumatica ERP instance.
3. In this folder, open the Snapshots folder, and download the u100.zip file.
4. Launch the Acumatica ERP instance, and sign in.
5. Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
6. In the Login Name box, type the name to be used for the tenant.
7. On the form toolbar, click Save.
8. On the Snapshots tab, click Import Snapshot.
9. In the Upload Snapshot Package dialog box, select the u100.zip file, which you have downloaded, and
click Upload.
The system uploads the snapshot and lists it on the Snapshots tab of the Tenants form.
10.On the form toolbar, click Restore Snapshot.
11.If the Warning dialog box appears, click Yes.
12.In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and
click OK. The system will restore the snapshot and sign you out.
You are now on the Sign-In page, and you can sign in to the tenant you have just created.
Which Credentials Should Be Used

You complete all lessons of this course by using the johnson user and the 123 password.
Which License You Should Use

For the educational purposes of this course, you use Acumatica ERP under the trial license, which does not require
activation and provides all available features. For the production use of this functionality, you have to activate the
license your organization has purchased. Each particular feature may be subject to additional licensing; please
consult the Acumatica ERP sales policy for details.
Company Story | 7
Company Story
This topic explains the organizational structure and operational activity of the company you will work with during
this training.
Company Structure
The SweetLife Fruits & Jams company is a midsize company located in New York City. The company consists of the
following branches:
• SweetLife Head Office and Wholesale Center: This branch of the company consists of a jam factory and
a large warehouse where the company stores fruit (purchased from wholesale vendors) and the jam it
produces. Warehouse workers perform warehouse operations by using barcode scanners or mobile devices
with barcode scanning support.
• SweetLife Store: This branch has a retail shop with a small warehouse to which the goods to be sold are
distributed from the company's main warehouse. This branch is also planning on selling goods via a
website created on an e-commerce platform to accept orders online. The e-commerce integration project is
underway.
• Service and Equipment Sales Center: This branch is a service center with a small warehouse where juicers
are stored. This branch assembles juicers, sells juicers, installs juicers, trains customers' employees to
operate juicers, and provides juicer servicing.
Operational Activity
The company has been operating starting in the 01-2022 financial period. In November 2022, the company started
using Acumatica ERP as an ERP and CRM system and migrated all data of the main office and retail store to
Acumatica ERP. The equipment center has begun its operations in 01-2023 in response to the company's growth.
The base currency of the company and its subsidiaries is the U.S. dollar (USD). All amounts in documents and
reports are expressed in U.S. dollars unless otherwise indicated.
SweetLife Company Sales and Services

Each SweetLife company's branch has its own business processes, as follows:
• SweetLife Head Office and Wholesale Center: In this branch, jams and fruit are sold to wholesale customers,
such as restaurants and cafes. The company also conducts home canning training at the customer's location
and webinars on the company's website.
• SweetLife Store: In the store, retail customers purchase fresh fruit, berries, and jams, or pick up the goods
they have ordered on the website. Some of the goods listed in the website catalog are not stored in the retail
warehouse, such as tropical fruits (which are purchased on demand) and tea (which is drop-shipped from a
third-party vendor).
• Service and Equipment Sales Center: This branch assembles juicers, sells juicers, provides training on
equipment use, and offers equipment installation, including site review and maintenance services. The
branch performs one-time endeavors as well as complex projects with their own budgets.
The company has local and international customers. The ordered items are delivered by drivers using the
company's own vehicle. Customers can pay for orders by using various payment methods (cash, checks, or credit
cards).
Company Purchases
The company purchases fruits and spices from large fruit vendors for sale and for jam production. For producing
jams and packing jams and fruits, the company purchases jars, labels, and paper bags from various vendors. For
Company Story | 8
the internal needs of the main office and store, the company purchases stationery (printing paper, pens, and
pencils), computers, and computer accessories from various vendors.
The company also purchases juicers and juicer parts from large juicer vendors, and it either purchases the
installation service for the juicers or provides the installation service on its own, depending on the complexity of
the installation.
Part 1: Sales Prices | 9
Part 1: Sales Prices
Lesson 1.1: Reviewing Sales Prices and Exploring Price Selection
Sales Prices: General Information
Acumatica ERP provides multiple mechanisms of maintaining sales prices. You can define a base price list, price
lists applicable to a specific customer or a group of customers, lists of promotional prices or prices that depend on
the quantity of the product being sold. You can also define a default price for each individual item to fall back on if
no other price is defined for it in the system.
Learning Objectives
You will learn how sales prices of various types are defined in the system.
Applicable Scenarios
In Acumatica ERP, you can maintain sales prices for both non-stock items and stock items. Configuring sales prices
for stock items is possible if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Sales Price Types

You define sales prices by using the Sales Prices (AR202000) form or the Sales Price Worksheets (AR202010) form.
When you create a sales price record for an item, you specify the item, the date when the price becomes effective,
and assign the price a specific sales price type and code, which help you define what the price is applicable to. You
select one of the following price types:
• Base: You use this price type for prices that you want to include in a base price list. Base prices are used if
there are no more specific prices defined (for example, promotional or specific to individual customers).
This price type does not have any price codes.
• Customer Price Class: You use this price type for prices aimed at customers of a particular customer price
class. This price type requires a price code to be specified. The price codes are identifiers of customer price
classes defined in the system.
You use the Customer Price Classes (AR208000) form to define a customer price class—a group
of customers that may be offered special prices because of their buying habits. For instance,
you could define as a class those customers that buy the largest quantities and are offered
the most competitive prices. By default, all customers of the same customer price class are
charged the same price for the same item.
• Customer: You use this price type for prices aimed at a particular customer. This price type also requires a
price code to be specified. The price codes are identifiers of customer accounts defined in the system. This
price type might be needed if you have customers that have unique buying habits even among customers of
the same price class, or customers who buy especially large volumes of products.
Optionally, prices of the listed types can also be configured as promotional, applicable to sales from specific
warehouses, to items sold in specific units of measure, or to products sold in specific quantities.
• Promotional: Prices aimed to draw customers' attention. Promotional prices are effective for a specific
period of time.
• Volume-dependent: Prices that depend on the volume of products being sold. You can define these prices if
the Volume Pricing feature is enabled on the Enable/Disable Features (CS100000) form.
• Specific to a warehouse: Prices aimed to a particular warehouse. You can define these prices if the Multiple
Warehouses feature is enabled on the Enable/Disable Features form.
• Specific to a unit of measure in which an item is sold.
A price can be of multiple types simultaneously—for example, a customer-specific price can be set as
promotional and be volume-dependent at the same time.
Default Prices
Default prices are the sales prices of stock and non-stock items that can be maintained optionally—for instance, for
the items whose prices do not vary depending on the quantity purchased, the season, special promotional periods,
and other factors.
You maintain the default price of a particular non-stock item in the Default Price box on the Price/Cost tab of the
Non-Stock Items (IN202000) form. If the Inventory feature is enabled on the Enable/Disable Features (CS100000)
form, which means that stock items-related functionality is available in the system, you can enter default prices for
stock items as well. To enter the default price for a stock item, you use the Default Price box on the Price/Cost tab
of the Stock Items (IN202500) form. The default prices for stock items and non-stock items are specified in the base
currency and for the base units.
You can update the default prices for stock and non-stock items as oen as you need to. When updating price lists
by using the Sales Price Worksheets (AR202010) form, you can specify the method of calculating the updated prices
(based on such factors as the item markup percent or the percent of increase), and the new prices will be calculated
automatically. However, when you update the default prices, you cannot directly specify how to calculate the new
values—you can calculate these prices externally by using any method you consider appropriate. Then you enter
the resulting prices manually on a per-item basis or import all of them from a file by using an import scenario.
Default prices have the following limitations:
• The system does not keep the history of default prices. A default price has no start date and no expiration
date. Once specified, the default price is used for the item until a new default price is entered.
• You cannot define default prices as promotional prices that are in effect for a particular date range or as
tiered prices.
Sales Prices: To Review Existing Prices
In this activity, you will learn how to view sales prices configured in the system.
Story
Suppose that the SweetLife Fruits & Jams company has sales prices that were last updated in 2022. You want to
review what prices exist in the system for the ONLCOURSE online training course for a particular customer, for a
customer price class, and as the base price of this item.
Also, you are interested in whether any promotional prices exist in the system for another training course,
OFLCOURSE.
Because SweetLife is going to start installing juicers for customers in 2023, acting as an accountant, you want to
make sure that the default price of the installation service (INSTALL) has been specified in the system.
Configuration Overview
In the U100 dataset, the following tasks have been performed for the purposes of this activity:
• On the Enable/Disable Features (CS100000) form, the Volume Pricing and Multiple Warehouses features have
been enabled.
• On the Non-Stock Items (IN202000) form, the ONLCOURSE, OFLCOURSE, and INSTALL non-stock items have
been created.
• On the Customer Price Classes (AR208000) form, the LOCAL customer price class has been created.
• On the Customers (AR303000) form, the COFFEESHOP customer has been created.
Process Overview
For a particular item, on the Sales Prices (AR202000) form, you will view the prices specified for a customer and for
a customer price class. You will also view base prices and promotional prices for the item. You will view the default
price of a particular non-stock item on the Non-Stock Items (IN202000) form.
System Preparation
To prepare to perform the instructions of this activity, do the following:
1. Sign in to the system as an accountant by using the johnson username and the 123 password.
2. In the info area, in the upper-right corner of the top pane of the Acumatica ERP screen, make sure that the
business date in your system is set to 1/30/2023. If a different date is displayed, click the Business Date menu
button and select 1/30/2023. For simplicity, in this activity, you will create and process all documents in the
system on this business date.
3. On the Company and Branch Selection menu, also on the top pane of the Acumatica ERP screen, make
sure that the SweetLife Head Office and Wholesale Center branch is selected. If it is not selected, click the
Company and Branch Selection menu button to view the list of branches that you have access to, and then
click SweetLife Head Office and Wholesale Center.
Step 1: Viewing Sales Prices for a Particular Customer

To view sales prices defined for a particular customer, COFFEESHOP, do the following:
1. Open the Sales Prices (AR202000) form.
2. In the Price Type box of the Selection area, select Customer.
3. In the Price Code box, select COFFEESHOP.
4. In the form table, review the price of your company's online training course (ONLCOURSE) for the
COFFEESHOP customer ($13) as shown in the following screenshot.
Figure: The price specified for the COFFESHOP customer
Step 2: Viewing Sales Prices for a Customer Price Class

To view sales prices defined for local customers (that is, customers assigned to the LOCAL customer price class), do
the following:
1. While you are still on the Sales Prices (AR202000) form, in the Price Type box of the Selection area, select
Customer Price Class.
2. In the Price Code box, select LOCAL.
3. In the table, review the price of your company's online course (ONLCOURSE) for local customers ($14.5) as
shown in the following screenshot.
Figure: The price specified for the LOCAL customer price class
Step 3: Viewing an Item's Base Prices

To view the base price of a particular item, ONLCOURSE, do the following:
1. While you are still on the Sales Prices (AR202000) form, in the Price Type box of the Selection area, select
Base.
2. In the Inventory ID box, select ONLCOURSE.
3. In the table, review the base price of the ONLCOURSE non-stock item in the system ($15) as shown in the
following screenshot.
Figure: The base price of the ONLCOURSE non-stock item
Step 4: Viewing an Item's Promotional Prices

To view the promotional prices existing in the system as of 1/1/2023, do the following:
1. While you are still on the Sales Prices (AR202000) form, clear the Inventory ID box of the Selection area.
2. In the Price Type box of the Selection area, select All Prices.
3. In the Effective As Of box, select 1/1/2023.
4. In the table, click the Promotion column and, in the dialog box that opens, select True and click OK.
5. In the table, review the promotional price for the OFLCOURSE item ($40) and notice its effective dates
(12/17/2022 - 1/17/2023).
Figure: The promotional price of the OFLCOURSE non-stock item
Step 5: Viewing the Default Price of an Item

To view the price set up as the default price of the INSTALL non-stock item, do the following:
1. Open the Non-Stock Items (IN202000) form.
2. In the Inventory ID box, select INSTALL.
3. On the Price/Cost tab, which is shown in the following screenshot, in the Default Price box, review the
default price of the installation services ($100).
Figure: The default price of the INSTALL non-stock item
Automatic Price Selection: Rules of Price Selection
In Acumatica ERP, the system automatically suggests a price in a sales order or an AR invoice from the sales prices
existing in the system.
Learning Objectives
You will learn how the system selects a price to suggest in a sales order or AR invoice based on the price priority.
In Acumatica ERP, you can maintain sales prices for both non-stock items and stock items. Configuring sales prices
for stock items is possible if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Price Selection Rules

You can define multiple prices, each with a different goal, for an item. When a user selects an item in a document
line (or modifies the item's quantity), the system searches for an applicable price that is effective on the date of the
document. The system bases this search on the price search priority (highest to lowest) and stops when it finds an
applicable price for the item. The search proceeds as follows:
1. The system searches for a customer price for the item by using the following rules:
a. A promotional price for the item has a higher priority than a regular price of the same type for the item.
b. A price specified for the item with the unit of measure selected in the document line has a higher priority
than a price specified for the item with the base unit of measure.
c. If multiple warehouses are defined in the system, an item price specific to the warehouse selected in the
document has a higher priority than a price of the same type that is not specific to a warehouse.
The system does not use any of the warehouse-specific prices in accounts receivable
documents, because these documents do not have information about warehouses.
2. The system searches for an item price defined for the customer price class by using the following rules:
3. The system searches for the base price of the item by using the following rules:
4. The system searches for the default price specified for the item.
5. The system searches for a price calculated for the item with the sales unit of measure in the following order:
a. Customer price: A promotional price has a higher priority than a regular price of the same type.
b. Customer price class: A promotional price has a higher priority than a regular price of the same type.
c. Base price: A promotional price has a higher priority than a regular price of the same type.
If price tiers are defined in the applicable price list, the system applies the price from the tier that
applies to the item quantity.
Once the system finds an applicable price, it stops the search and inserts this price into the document, but you can
override this price. The price search priority is illustrated in the diagram below.
Figure: Search priority for sales prices
Automatic Price Selection: To Explore Regular and Promotional Prices
In this activity, you will create several invoices to see how the system suggests a price in each particular case
depending on which prices exist in the system and which of them has the highest priority.
Story
In January, 2023, three customers FourStar Coffee & Sweets Shop (COFFEESHOP), GoodFood One Restaurant
(GOODFOOD), and Allen's Bakery (ABAKERY) purchased one-day online courses from SweetLife. The GoodFood One
Restaurant customer also purchased a one-day offline course with a promotional price.
Acting as SweetLife's accountant, you need to process an invoice for each of these customers for these purchases.
• On the Non-Stock Items (IN202000) form, the ONLCOURSE and OFLCOURSE non-stock items have been
created.
• On the Customer Price Classes (AR208000) form, the LOCAL and INTERN customer price classes have been
created.
• On the Customers (AR303000) form, the COFFEESHOP, GOODFOOD, and ABAKERY customers have been
predefined.
• On the Shipping tab of the Customers (AR303000) form, The GOODFOOD and COFFEESHOP customers have
been assigned to the LOCAL customer price class.
Process Overview
In this activity, on the Customers (AR303000) form, you will update the settings of the ABAKERY customer. On the
Invoices and Memos (AR301000) form, you will start the creation of AR invoices for each of the customers that
purchased the one-day online and offline courses and review the price that the system suggests in each invoice.
System Preparation
To prepare to perform the instructions of this activity, in the upper-right corner of the top pane of the Acumatica
ERP screen, make sure that the business date in your system is set to 1/30/2023. If a different date is displayed, click
the Business Date menu button and select 1/30/2023. For simplicity, in this activity, you will create and process all
documents in the system on this business date.
Step 1: Specifying Price Class for the ABAKERY Customer

To specify the INTERN price class for the Allen's Bakery customer, do the following:
1. Open the Customers (AR303000) form.
2. In the Customer ID box, select ABAKERY.
3. In the Price Class box of the Shipping tab, select INTERN.
4. On the form toolbar, click Save to save the changes.
Step 2: Creating an AR Invoice for the COFFEESHOP Customer

To create an AR invoice for the FourStar Coffee & Sweets Shop customer and analyze which sales price the system
inserts in it, do the following:
1. Open the Invoices and Memos (AR301000) form.
2. On the form toolbar, click Add New Record, and specify the following settings in the Summary area:
• Type: Invoice
• Customer: COFFEESHOP
• Date: 1/30/2023
• Post Period: 01-2023
• Description: One-day online course
3. On the table toolbar of the Details tab, click Add Row, and specify the following settings in the added row:
• Branch: HEADOFFICE
• Inventory ID: ONLCOURSE
• Quantity: 1
• UOM: DAY
Notice that in the Unit Price column, the system has inserted the sales price configured for this customer
($13).
You do not need to save the invoice. You created it solely to test how the sales prices are
applied.
Step 3: Creating an AR Invoice for the GOODFOOD Customer

To create an AR invoice for the GoodFood One Restaurant customer and analyze which sales price the system
inserts in it, do the following:
1. While you are still on the Invoices and Memos (AR301000) form, click Add New Record on the form toolbar to
create a new invoice.
2. In the Summary area, specify the following settings:
• Type: Invoice
• Customer: GOODFOOD
• Date: 1/30/2023
3. On the table toolbar of the Details tab, click Add Row, and specify the following settings in the added row:
• Quantity: 1
• UOM: DAY
Notice that in the Unit Price column, the system has inserted the sales price configured for the LOCAL
customer price class ($14.50), because the GOODFOOD customer belongs to this price class and no
customer-specific price has been specified for the ONLCOURSE item for this customer.
applied.
Step 4: Creating an AR Invoice for the ABAKERY Customer

To create an AR invoice for the Allen's Bakery customer and analyze which sales price the system inserts, do the
following:
• Type: Invoice
• Customer: ABAKERY
• Date: 1/30/2023
3. On the table toolbar of the Details tab, click Add Row on the table toolbar, and specify the following
settings in the added row:
• Quantity: 1
• UOM: DAY
Notice that in the Unit Price column, the system has inserted the base sales price defined in the system for
this non-stock item ($15), because the Allen's Bakery customer belongs to the INTERN customer price class,
and no price for this item is configured for this customer or for this price class.
applied.
Step 5: Creating an AR Invoice with a Promotional Price

To create an AR invoice with the OFLCOURSE non-stock item, do the following:
• Type: Invoice
• Date: 1/13/2023
• Description: One-day offline course
3. On the table toolbar of the Details tab, click Add Row on the table toolbar, and specify the following
settings in the added row:
• Inventory ID: OFLCOURSE
• Quantity: 1
• UOM: DAY
Notice that in the Unit Price column, the system has inserted the promotional price for this non-stock
item ($40), because the invoice date (1/13/2023) is within the range of the effective dates specified for this
promotional price.
4. In the Date box of the Summary area, change the date to 1/30/2023 (the current business date).
The system has updated the price in the Unit Price column, because now the invoice date (1/30/2023)
is outside of the range of the effective dates specified for the promotional price. Thus the system has
copied the default price of the item ($45), because there are no other sales prices effective on this date and
applicable to the GOODFOOD customer (see the following screenshot).
Figure: Unit price selected based on the default price of the OFLCOURSE non-stock item
5. Close the form without saving your changes to the invoice, which was created solely for testing purposes.
Automatic Price Selection: To Explore UOM-Specific Prices
In this activity, you will learn how to configure sales prices for different units of measure (UOMs) for a particular
item and how to update prices in an existing sales order. You will also review how the system suggests a price when
prices in multiple units of measure exist in the system.
Story
Suppose that, as the accountant of the SweetLife Fruits & Jams company, you have to record the sale of two boxes
of 32-ounce jars of apple jam.
The system contains the sales price of 1 jar of apple jam ($16.60), and one box of has been configured to be equal to
six 32-ounce jars.
Aer you have created the sales order, you will configure a sales price of one box of apple jam ($96) and update the
price in this sales order.
• On the Units of Measure (CS203100) form, the PIECE and BOX units of measure have been created.
• On the Stock Items (IN202500) form, the APJAM32 stock item has been created with PIECE as a base unit and
BOX as a sales unit. One box is set to be equal to 6 pieces.
• On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created.
Process Overview
To configure a sales price for a unit of measure that is not defined for a particular stock item, in order to include the
item with the new unit of measure in a sales order, you will review the existing sales price for the stock item on the
Sales Prices (AR202000) form.
You will then create a sales order for the sale of a particular stock item on the Sales Orders (SO301000) form. Aer
that, you will configure a sales price for a particular unit of measure of a stock item on the Sales Prices form.
Finally, you will update the price in the sales order on the Sales Orders form.
System Preparation
Step 1: Viewing Existing Prices for a Particular Item

To view the existing sales price for the APJAM32 stock item, do the following:
2. In the Inventory ID box of the Selection area, select APJAM32. In the table, review the price of this stock item
valid on the current business date ($16.60) and the UOM PIECE, which is a jar in this case.
3. Open the Stock Items (IN202500) form.

4. In the Inventory ID box, select APJAM32.
5. On the General tab (Unit of Measure section) of the Stock Items (IN202500) form, notice that the sales
unit for this item is BOX. In the conversion table, review how this unit of measure is converted for this item
(according to the settings, one box contains 6 pieces).
Step 2: Creating a Sales Order

To create a sales order for apple jam, do the following:
1. Open the Sales Orders (SO301000) form.
• Order Type: SO
• Date: 1/30/2023
• Description: Apple jam 2 boxes
3. On the Details tab, click Add Row on the table toolbar, and specify the following settings in the added row:
• Inventory ID: APJAM32
• Warehouse: WHOLESALE
• UOM: BOX
• Quantity: 2
Notice the value in the Unit Price column ($99.60). Since the price that is set for APJAM32 is $16.60 for one
piece, the unit price of one box (six pieces) is equal to $99.60 ($16.60 x 6).
Step 3: Defining a Sales Price for a Particular Unit of Measure

To define a sales price for a box of apple jam, do the following:
2. In the table toolbar, click Add Row, and specify the following settings in the added row:
• Price Type: Base
• UOM: BOX
• Price: 96
• Effective Date: 1/30/2023
Step 4: Updating the Prices in the Sales Order

To update the prices in the sales order, do the following:
1. Open the Sales Orders (SO3010PL) form.
2. Find the sales order you created in Step 2, and open it.
3. On the More menu (under Other), click Recalculate Prices.
4. In the Recalculate Prices dialog box, which opens, leave the default values, and click OK. On the Details
tab, which is shown in the following screenshot, review the price in the Unit Price column of the table.
Because a sales price ($96) has been now defined in the system for this unit of measure (BOX) of this
particular stock item (APJAM32), the system has updated the previous price from $99.60 to $96.
Figure: Unit price updated on the basis of the UOM-specific price of the APJAM32 stock item
Automatic Price Selection: To Explore Warehouse-Specific Prices
In this activity, you will learn how to configure sales prices for a particular warehouse.
Story
Suppose that the sales manager of the SweetLife company decided that on 01/30/2023, the company will
start selling one of its products (a 96-ounce jar of lemon jam, defined in the system as LEMJAM96 from the
WholesaleWarehouse (WHOLESALE) at special prices.
Acting as a SweetLife accountant, you need to configure the sales price of the LEMJAM96 stock item for this
particular warehouse effective on the specified date. You also need to record the sale of 10 jars of lemon jam, 5 of
which are sold from the Wholesale warehouse.
• On the Warehouses (IN204000) form, the WHOLESALE and RETAIL warehouses have been created.
• On the Stock Items (IN202500) form, the LEMJAM96 stock item has been created
• On the Units of Measure (CS203100) form, the PIECE units of measure has been created.
• On the Customers (AR303000) form, the GOODFOOD customer has been created and assigned to the LOCAL
customer price class.
Process Overview
On the Sales Prices (AR202000) form, you will view sales prices configured for a particular warehouse. By using the
same form, you will configure a sales price of a particular item from a particular warehouse (that is, a warehouse-
specific sales price).
To test this configuration, you will create a sales order on the Sales Orders (SO301000) form, add lines to it (at least
one for the item being sold from the particular warehouse for which you have added the sales price, and at least
one for the item at another warehouse), and review the sales prices the system uses for these lines.
System Preparation
Step 1: Viewing Sales Prices for a Particular Warehouse

To view the sales prices configured for the WHOLESALE warehouse, do the following:
2. In the Warehouse box of the Selection area, select WHOLESALE.
Notice that the table shows no records, because no sales prices that are specific to this warehouse have
been configured in the system.
Step 2: Defining a Sales Price of a Particular Item at the Wholesale Warehouse

To create a sales price for the LEMJAM96 stock item at the Wholesale Warehouse, do the following:
1. On the Sales Prices (AR202000) form, click Add Row on the table toolbar, and specify the following settings
in the added row:
• Inventory ID: LEMJAM96
• UOM: PIECE
• Price: 43
3. In the Inventory ID box of the Selection area, select LEMJAM96, clear the value in the Warehouse box, and
review the prices that are defined in the system for the LEMJAM96 item.
Now in the Price column, two prices are shown: the LEMJAM96 price (for which the warehouse is not specified) in
the amount of $49.49, and the LEMJAM96 price (for which the WHOLESALE warehouse is specified) in the amount of
$43.00.

To make sure the system is inserting a different price for the item when it is sold from the WHOLESALE warehouse
than when it is sold from another warehouse, you will create a sales order with two lines from different
warehouses. Do the following:

• Order Type: SO
• Date: 1/30/2023
• Description: Lemon jam 96 oz.
3. On the table toolbar of the Details tab, click Add Row, and specify the following settings for the first order
line:
• UOM: PIECE
• Quantity: 5
Notice the value in the Unit Price column. Because you specified the WHOLESALE warehouse, the system
has inserted the unit price ($43) that you have specified for this warehouse in Step 2.
Figure: Unit price updated on the basis of the warehouse-specific price of the LEMJAM96 stock item
4. On the table toolbar of the Details tab, click Add Row, and specify the following settings for the second
order line:
• Warehouse: RETAIL
• UOM: PIECE
• Quantity: 5
Notice the value in the Unit Price column, which is shown in the following screenshot. Because no sales
price has been specified for this stock item specific to the RETAIL warehouse, the system has inserted the
base price for this stock item ($49.49).
Figure: Base price and warehouse-specific price of the LEMJAM96 stock item
5. On the form toolbar, click Save to save the sales order.
Automatic Price Selection: To Explore Volume-Based Prices
In this activity, you will learn how to configure volume-based sales prices for a particular stock item.
Story
Suppose that on 12/2/2022, the SweetLife Fruits & Jams company decided to introduce volume-based prices for 32-
ounce jars of orange jam.
Acting as the SweetLife accountant, you need to define the following prices in the system:
• From 1 to 4 pieces: $13.80
• From 5 to 9 pieces: $12
• More than 9 pieces: $10
• On the Enable/Disable Features (CS100000) form, the Volume Pricing feature is enabled.
• On the Stock Items (IN202500) form, the ORJAM32 stock item has been created.
• On the Units of Measure (CS203100) form, the PIECE unit of measure has been created.
• On the Shipping tab of the Customers (AR303000) form, the GOODFOOD customer has been created and
assigned to the LOCAL customer price class.
Process Overview
You will view the sales prices configured for a particular stock item on the Sales Prices (AR202000) form. Then, on
the same form, you will enter volume-based prices for this stock item.
To test the volume-based prices you have entered, you will create a sales order on the Sales Orders (SO301000)
form, and add lines with different quantities to make sure that the system uses the needed prices for each line.
System Preparation
To prepare to perform the instructions of this activity, in the info area, in the upper-right corner of the top pane of
the Acumatica ERP screen, make sure that the business date in your system is set to 12/2/2022. If a different date is
displayed, click the Business Date menu button and select 12/2/2022. For simplicity, in this activity, you will create
and process all documents in the system on this business date.
Step 1: Viewing the Sales Prices of a Particular Stock Item

To view the sales price configured for the ORJAM32 stock item and set its expiration date, do the following:
2. In the Inventory ID box of the Selection area, select ORJAM32 and make sure that Effective As Of is set to
12/2/2022.
Notice that the table shows only one row with the base price of $13, which was effective starting on
3/30/2022.
3. In the Expiration Date column, select 12/1/2022.
4. On the form toolbar, click Save. Notice that the price has disappeared from the list because it is no more
active on the date that is selected in the Effective As Of box.
Step 2: Defining Volume-Based Prices for a Particular Stock Item

To define volume-based prices for the ORJAM32 stock item, do the following.
1. While you are still viewing the Sales Prices (AR202000) form, on the table toolbar, click Add Row, and specify
the following settings in the added row, which apply to fewer than 5 pieces of the stock item:
• Inventory ID: ORJAM32
• UOM: PIECE
• Break Qty.: 0
• Price: 13.80
2. On the table toolbar, click Add Row, and specify the following settings in the row, which apply to 5 to 9
pieces of the stock item:
• UOM: PIECE
• Break Qty.: 5
• Price: 12
3. On the table toolbar, click Add Row, and specify the following settings in the row, which apply to more than
9 pieces of the stock item:
• UOM: PIECE
• Break Qty.: 10
• Price: 10
5. In the Selection area, clear the Effective As Of box. Review all the prices that now exist in the system for this
stock item.
The base price for this item, which was effective from 3/30/2022 to 12/1/2022, is $13. Starting on 12/2/2022,
volume-based prices ($13.80, $12, and $10) are effective for fewer than 5 pieces, 5 to 9 pieces, and more
than 9 pieces, respectively.

To begin the creation of a sales order in order to test the prices of different quantities of the ORJAM32 stock item, do
the following:
• Order Type: SO
• Date: 12/2/2022
• Description: Orange jam 32 oz.
3. On the Details tab, click Add Row on the table toolbar, and specify the following settings for the first line:
• UOM: PIECE
• Quantity: 2
In the Unit Price column, the system has inserted the price you specified in Step 2 on the Sales Prices
(AR202000) form, for the break quantity of 0.
4. On the Details tab, click Add Row on the table toolbar, and specify the following settings in the second line:
• UOM: PIECE
• Quantity: 6
In the Unit Price column, the system has inserted the price you specified in Step 2 on the Sales Prices form,
for the break quantity of 5, which means that the unit price is $12 when the quantity of this stock item in the
order line is not less that 5, but does not reach the quantity in the third tier (10).
5. On the Details tab, click Add Row on the table toolbar, and specify the following settings in the third line:
• UOM: PIECE
• Quantity: 15
In the Unit Price column, the system has inserted the price you specified in Step 2 on the Sales Prices form,
for the break quantity of 10, which means that the unit price is $10 when the quantity of this stock item in
the order line is 10 or more (see the following screenshot).
Figure: The suggested unit price based on the ordered quantity
6. Close the form without saving your changes to the sales order, which was created solely for testing
purposes.
Lesson 1.2: Uploading a Sales Price List
Uploading Sales Price Lists: General Information
In Acumatica ERP, users can update sales prices in a variety of ways. You can modify existing sales price records one
by one on the Sales Prices (AR202000) form, if you need to make only minor updates to individual price records,
or you can use sales price worksheets to upload multiple price records at once using the Sales Price Worksheets
(AR202010) form.
Learning Objectives
You will learn how to upload a sales price list to Acumatica ERP using a sales price worksheet.
Sales price worksheets in Acumatica ERP are a convenient way of adding new sales prices or updating existing sales
price lists in bulk.
By using a sales price worksheet, you can upload from an external source, for example, an Excel file, prices of any
types, except for default prices—that is, base prices, prices specific to a customer or customer price class, including
sales prices that have been marked as promotional, or that have been defined for a particular unit of measure or a
particular warehouse.
Uploading Sales Price Lists By Using Sales Price Worksheets

You upload a sales price list prepared in an external Excel file, by performing the following steps. First, you create
an empty worksheet on the Sales Price Worksheets (AR202010) form and then add to it the external price list by
clicking Load Records from File and selecting the prepared Excel file with the prices to upload.
Prices defined in a worksheet become effective only aer you release the worksheet (on a date specified as
the effective date). Before the worksheet is released, you can edit records in it: by making changes manually to
individual records or by recalculating price values for all records in the worksheet.
For more information about recalculating existing prices, see Mass-Update of Sales Prices: Process Activity.
Sales Price Retention

When you update sales price records in the system by using sales price worksheets on the Sales Price Worksheets
(AR202010) form, it might be useful to keep the history of price changes over time.
In Acumatica ERP, you set up how the system keeps the historical sales prices on the Pricing tab of the Accounts
Receivable Preferences (AR101000) form. In the Price Retention group of settings, you can choose one of the
following retention types in the Retention Type box:
• Last Price: To keep the last price and the current price for each item.
• Fixed Number of Months: To keep the changes of the price records for a specific number of months. If this
option is selected, the Number of Months box becomes available, in which you specify a particular number.
By default, Retention Type is set to Fixed Number of Months and 12 is specified in the Number of
Months box, which means that the history of prices will be kept for one year.
Uploading Sales Price Lists: Process Activity
In this activity, you will learn how to upload sales price lists with regular prices and promotional prices. You will also
review how the history of updated prices is kept in the system.
Story
Suppose that the SweetLife Fruits & Jams company decided to update the regular sales prices for 2023 and set up
promotional prices for some items during the holiday season.
Acting as the SweetLife accountant, you need to upload two Excel files with both sales price worksheets and see
how the system uses them. You also want to review how the sales prices are retained in the system.
• On the Non-Stock Items (IN202000) form, the ONLCOURSE non-stock item has been created.
• On the Customers (AR303000) form, the ABAKERY and COFFEESHOP customers have been created.
Process Overview
You create sales price worksheets by uploading Excel files on the Sales Price Worksheets (AR202010) form. You then
release each sales price worksheet and review the new prices on the Sales Prices (AR202000) form.
To analyze how the system selects prices, you create an AR invoice on the Invoices and Memos (AR301000) form.
System Preparation
1. Download the PricesAndDiscounts_SalesPrices_Base_2023_01_01.xlsx and
PricesAndDiscounts_SalesPrices_Promotion_2022_12_01.xlsx files to your computer.
2. To prepare to perform the instructions of this activity, in the info area, in the upper-right corner of the top
pane of the Acumatica ERP screen, make sure that the business date in your system is set to 1/30/2023. If a
different date is displayed, click the Business Date menu button and select 1/30/2023. For simplicity, in this
lesson, you will create and process all documents in the system on this business date.
Step 1: Importing a Sales Price Worksheet with Base Prices

To import a sales price worksheet with base prices effective from 1/1/2023, do the following:
1. Open the Sales Price Worksheets (AR202010) form.
2. On the form toolbar, click Add New Record.
3. In the Effective Date box, select 1/1/2023.
4. In the Description box, enter Base prices for 2023.
5. On the table toolbar, click Load Records from File.
6. In the File Upload dialog box, which opens, click Choose file.
7. In the dialog box that opens, find the PricesAndDiscounts_SalesPrices_Base_2023_01_01.xlsx file and select
it for upload.
8. In the File Upload dialog box, click Upload.
9. In the Common Settings dialog box, which opens, leave the default values and click OK.
10.In the Columns dialog box, which opens, for the Price column name, specify the Pending Price property
name and click OK.
11.Make sure that the worksheet contains four lines and save the worksheet.
12.On the form toolbar, click Remove Hold, and then, click Release to release the worksheet.
Step 2: Importing a Sales Price Worksheet with Promotional Prices

To import a sales price worksheet with promotional prices effective from 12/1/2022 to 1/15/2023, do the following:
1. While you are still on the Sales Price Worksheets (AR202010) form, on the form toolbar, click Add New
Record.
2. In the Effective Date box, select 12/1/2022.
3. Select the Promotional check box.
4. In the Expiration Date box, select 1/15/2023.
5. In the Description box, enter Promotional prices 12/1/2022 - 1/15/2023.
8. In the dialog box that opens, find the PricesAndDiscounts_SalesPrices_Promotion_2022_12_01.xlsx file and
select it for upload.
10.In the Common Settings dialog box, which opens, leave the default values and click OK.
11.In the Columns dialog box, which opens, for the Price column name, specify the Pending Price property
name and click OK.
12.Make sure that the worksheet contains five lines and save the worksheet.
13.On the form toolbar, click Remove Hold, and then click Release.
Step 3: Reviewing How the System Retains the Sales Prices

To review the sales prices for the ONLCOURSE non-stock item, do the following:
2. In the Price Type box of the Selection area, make sure that All Prices is selected.
3. In the Inventory ID box, select ONLCOURSE.
4. In the Selection area, clear the Effective As Of box. In the table, review the prices that exist for the
ONLCOURSE non-stock item.
The base price of $15 is effective from 1/1/2022 to 12/31/2022.
For the period from 12/1/2022 to 1/15/2023, the promotional price of $12, which you uploaded in the
previous step, is effective.
Also, starting from 1/1/2023, a new base price of $17, which you uploaded in Step 1, is effective.
Besides, the customer-specific price configured for COFFEESHOP ($13) and the price for the LOCAL customer
price class ($14.50) are also effective in the system starting from 1/1/2022, as shown in the following
screenshot.
Figure: The sales prices specified for the ONLCOURSE non-stock item
Step 4: Creating an Invoice with the New Price

To create an AR invoice with a new sales price, do the following:
2. On the form toolbar, click Add New Record and specify the following settings in the Summary area:
• Type: Invoice
• Date: 1/30/2023

• Quantity: 1
Review the price in the Unit Price column. It shows the new base price ($17) effective from 1/1/2023, which
you uploaded in Step 1.
4. In the Date box of the Summary area, change the date to 1/3/2023.
6. In the Recalculate Prices dialog box, which opens, leave the default values and click OK.
7. On the Details tab, review the price in the Unit Price column. It now shows the new promotional price ($12)
effective from 12/1/2022 to 1/15/2023, because the invoice date is within this date range, and promotional
prices have a priority over base prices.
8. Close the form without saving your changes to the invoice, which was created solely for testing purposes.
Lesson 1.3: Recalculating Existing Sales Prices in Bulk
Mass-Update of Sales Prices: General Information
Every once in a while, you might need to update sales prices of your stock and non-stock items. Acumatica ERP
provides you with the ability to recalculate the existing sales prices in bulk by using specific criteria.
Learning Objectives
You will learn how to recalculate existing sales prices based on the manufacturer's suggested retail price (MSRP).
By using sales price worksheets, you can bulk-calculate prices of any types, except for default prices—that is,
base prices, prices specific to a customer or customer price class, including sales prices that have been marked as
promotional, or that have been defined for a particular unit of measure or a particular warehouse.
Price Basis
Your company may use a cost-plus approach, or set prices to achieve specific profit targets. In Acumatica ERP, you
can calculate pending sales prices for both non-stock items and stock items by using the approach—that is, by
choosing the price basis—that makes the most sense at a particular time.
In Acumatica ERP, the options for the price basis can be divided into the following groups:
• Inventory-related: A cost-plus basis (the Last Cost + Markup % option or Avg./Std. Cost + Markup % option) or
the manufacturer's suggested retail price (the MSRP option).
You specify values for these options by using the Stock Items (IN202500) form for stock items. Also, on the
Price/Cost tab of the Item Warehouse Details (IN204500) form, you can define the markup percentage and
MSRP specific to a particular warehouse. For non-stock items, only the Avg./Std. Cost + Markup % option is
applicable, and the system uses (instead of the average or standard cost) the current cost of a non-stock
item, which is specified in the Current Cost box on the Non-Stock Items (IN202000) form Price/Cost tab.
• Price record-related: The item's current price (Source Price) or pending price (Pending Price).
You specify values for these options by using the Sales Price Worksheets (AR202010) form.
Calculation of Pending Prices Based on MSRP

An item's MSRP—that is, the manufacturer's suggested retail price—is specified on the Price/Cost tab of the Stock
Items (IN202500) form. A similar box is available on the Price/Cost tab of the Non-Stock Items (IN202000) form for
non-stock items.
You perform mass-calculation of pending prices based on the items' MSRP by using the Sales Price Worksheets
(AR202010) form. On this form, you add to the sales price worksheet the price records for the items for which you
want to recalculate prices. Then, you click Calculate Pending Prices on the table toolbar to invoke the Calculate
Pending Prices dialog box. In this dialog box, you select MSRP as the price basis and click Update to add to the
worksheet the pending prices recalculated based on MSRP. The recalculated pending prices become effective aer
you release the worksheet (on a date specified as the effective date).
Mass-Update of Sales Prices: Process Activity
In this activity, you will calculate new sales prices based on the manufacturer's suggested retail price (MSRP).
Story
Suppose that on 01/30/2023 you, as a SweetLife Fruits & Jams accountant, need to update the price of one of the
juicers that the Service and Equipment Sales Center of SweetLife sells to customers.
The company wants to sell this commercial juicer (JUICER20C) at 110% of the MSRP price set by the original
manufacturer.
• On the Stock Items (IN202500) form, the JUICER20C stock item has been created.
Process Overview
On the Sales Price Worksheets (AR202010) form, you will create a sales price worksheet and populate it with the
price records that you want to recalculate. Then you will calculate the sales prices based on the MSRP of the items
and create a sales order on the Sales Orders (SO301000) form.
System Preparation
Step 1: Reviewing the MSRP Value for JUICER20C

To review the MSRP set up for the JUICER20C stock item, do the following:
1. Open the Stock Items (IN202500) form.

2. In the Inventory ID box, select JUICER20C.
3. On the Price/Cost tab, make sure that the MSRP box in the Price Management section contains a price
($4,100).
Step 2: Recalculating the Existing Sales Prices for JUICER20C Based on its MSRP
To recalculate the prices that exist in the system for the JUICER20C stock item:
1. Open the Sales Price Worksheets (AR202010) form.
• Overwrite Overlapping Prices: Selected
• Description: Sales price for JUICER20C
3. On the table toolbar, click Add Item.
4. In the Add Item to Worksheet dialog box, which opens, specify the following settings:
• Item Class ID: JUICER
5. In the table of this dialog box, select the unlabeled check box for the row with the JUICER20C stock item and
click Add & Close.
The stock item you selected has been added to the worksheet.
6. On the table toolbar, click Calculate Pending Prices.
7. In the Calculate Pending Prices dialog box, which opens, specify the following settings:
• % of Original Price: 110
• Decimal Places: 2
• MSRP: Selected
8. In the Calculate Pending Prices dialog box, click Update.
The current price is now shown in the Source Price column ($4,000) and the price calculated based on
MSRP is shown in the Pending Price column ($4,510).
9. On the form toolbar, click Remove Hold, and then click Release to release the sales price worksheet.
Step 3: Creating a Sales Order and Reviewing the Suggested Price

To create a sales order for the JUICER20C stock item, do the following:
• Order Type: SO
• Date: 1/30/2023
• Description: Juicer 20C
• Inventory ID: JUICER20C
• Quantity: 1
Notice the value in the Unit Price box, which is shown in the following screenshot. The system has copied
the price in the amount of $4,510, that you configured for this stock item in this activity.
Figure: Unit price configured for the JUICER20C stock item
4. Close the form without saving your changes to the sales order, which was created solely for testing
purposes.
Part 2: Customer Discounts | 36
Part 2: Customer Discounts
Customer Discounts: General Information
Acumatica ERP provides you with the ability to configure customer discounts to meet the needs of your
organization.
Learning Objectives
You will learn how to configure customer discounts of different types in Acumatica ERP and how the system applies
the discounts in AR invoices and sales orders.
Customer discounts can be used as an effective tool of your organization’s overall marketing strategy—for example,
to stimulate sales of new products, promote new branches of the organization, and accelerate sales of items that
are becoming obsolete. In Acumatica ERP, your company can configure various types of customer discounts:
unconditional or condition-based, simple or tiered, and automatically or manually applied (including rebates and
coupons).
Discount Configuration
In Acumatica ERP, any configurable customer discount is defined by a combination of the settings specified for
a discount code on the Discount Codes (AR209000) form and for a discount sequence specified on the Discounts
(AR209500) form.
• You design discount codes by using the Discount Codes (AR209000) form, where for each discount code,
you specify the type of the discount (automatic or manual), the level on which the discount is applied
(a particular line, group of lines, or the entire document), and the type of conditions under which the
discounts of the discount code are applied. For more information about discount codes, see Customer
Discounts: Discount Codes.
• You create discount sequences for each discount code by using the Discounts (AR209500) form. A discount
sequence defines a particular discount percent, fixed amount, or quantity of a free item; the sequence also
defines the particular conditions of discount application. For more information about discount sequences,
see Customer Discounts: Discount Sequences.
The ability to configure customer discounts is available if the Customer Discounts feature is enabled
on the Enable/Disable Features (CS100000) form.
GL Accounts for Customer Discounts

Line-level discounts: Line discounts are not accounted for in a separate GL account. The discount amount is
simply deducted from the amount to be paid by the customer and the reduced amount is debited to an accounts
receivable account specified in the AR Account box on the GL Accounts tab of the Customers (AR303000) form.
Group and document-level discounts: Unlike line discounts, discounts applied to a group of lines or a document as a
whole are debited to a separate expense account specified for the customer in the Discount Account box on the GL
Accounts tab of the Customers form.
Customer Discounts: Application of Manual Discounts
If your organization provides discounts that do not have formal conditions for automatic application (that is,
document-specific discounts), you can enter line-level and document-level discounts manually in each document
on the following forms:
• Invoices and Memos (AR301000)
• Cash Sales (AR304000)
• Sales Orders (SO301000)
• Invoices (SO303000)
Application of Manual Line-Level Discounts

You can apply manual line-level discounts to a document on the Details tab of the appropriate form as follows:
• If the Customer Discounts feature is disabled on the Enable/Disable Features (CS100000) form, you type the
appropriate percent or amount in the Discount Percent or Discount Amount column.
• If the Customer Discounts feature is enabled on the Enable/Disable Features form, you can do either of the
following:
• Select an existing discount code in the Discount Code column.
• Type the appropriate percent or amount in the Discount Percent or Discount Amount column and
select the Manual Discount check box.
Application of Manual Group-Level Discounts

If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, you can apply
a manual group-level discount to a document. To do this, on the Discounts tab, you select the appropriate
discount code in the Discount Code column and then select the appropriate discount sequence for this code in the
Sequence ID column.
If the Customer Discounts feature is disabled on the Enable/Disable Features form, you cannot configure or apply
group-level discounts.
Application of Manual Document-Level Discounts

You can apply manual document-level discounts on the appropriate form as follows:
• If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, you can apply
a discount on the Discounts tab in either of the following ways:
• To use an existing discount code, in the Discount Code column, you select the existing discount code,
and in the Sequence ID column, you select the appropriate discount sequence for this code.
• To enter a document discount manually, you type the appropriate percent or amount in the Discount
Percent or Discount Amt. column and then select the Manual Discount check box.
• If the Customer Discounts feature is disabled on the Enable/Disable Features form, you can enter a manual
document-level discount in the Discount Total box in the Summary area of an appropriate form.
Recalculation of Discounts aer Updating Item Quantities

If you change the line quantities aer adding manual discounts, manual discounts will be recalculated. They
will not, however, be replaced by automatic discounts, even if the automatic discounts would result in a greater
discount amount. Recalculation rules apply as follows:
• Line-level discounts. Once you have applied a line-level discount to a line, its percentage value becomes
fixed. If you update the quantity of the line item or its discountable amount, the discount amount will be
recalculated automatically even if you initially specified the discount as a specific amount.
• Document-level discounts. When you save the document to which you have applied a document-level
discount, its amount value becomes fixed. If anything changes in the document lines, the discount amount
will remain the same unless you manually change its value.
Customer Discounts: To Create an AR Invoice with a Manual Discount
In this activity, you will create and release two invoices: one with a manual line discount, and the other with a
manual document discount.
Story
Suppose that the SweetLife Fruits & Jams company has offered five days of the offline training course at a 15%
discount to one of its customers, Thai Food Restaurant (TOMYUM), which wants to purchase the offline training
course.
Another customer, GoodFood One Restaurant (GOODFOOD), also wants to purchase three days of the online
training course, and the SweetLife sales personnel agreed to give the customer a $10 discount.
Acting as the SweetLife accountant, you need to enter invoices for these customers and manually enter these
discounts.
• On the Enable/Disable Features (CS100000) form, the Customer Discounts feature has been disabled to
support the manual discount functionality.
• On the Non-Stock Items (IN202000) form, the OFLCOURSE and ONLCOURSE non-stock items have been
created.
• On the Customers (AR303000) form, the TOMYUM and GOODFOOD customers have been created.
Process Overview
You specify a manual line discount or a manual document discount on the Invoices and Memos (AR301000) form.
To specify a manual line discount, on the Details tab, you enter either a Discount Amount or a Discount Percent
for the line.
To specify a manual document discount, you enter the amount in the Discount Total box in the Summary area.
System Preparation
Step 1: Creating the AR Invoice with a Manual Line Discount

To create the AR invoice for Thai Food Restaurant and apply a manual line discount in it, do the following:
• Type: Invoice
• Customer: TOMYUM
• Date: 1/30/2023
• Description: Offline training
3. On the Details tab, click Add Row on the table toolbar, and specify the following settings in the new invoice
line:
• Quantity: 5
• UOM: DAY
• Unit Price: 45
• Discount Percent: 15
4. Save the invoice.
The system has calculated the 15% manual discount and applied it to the invoice line. The line amount is
$191.25 ($225 - $33.75).
For a manual line discount, you can specify either a discount percent or a discount amount. Just as in
this example, the system calculated the discount amount based on the discount percent you entered for
the line, if you enter a discount amount, the system automatically calculates the corresponding discount
percent.
5. On the form toolbar, click Remove Hold and then click Release to release the invoice.
6. On the Financial tab, click the link in the Batch Nbr. box to review the generated GL batch, which the
system opens on the Journal Transactions (GL301000) form.
The 11000 - Accounts Receivable account has been debited with the amount of $191.25, which is the invoice
amount less the manual line discount you applied to the invoice.
Step 2: Creating the AR Invoice with a Manual Document Discount

To create the AR invoice for GoodFood One Restaurant with a manual document discount, do the following:
1. While you are still on the Invoices and Memos (AR301000) form, click Add New Record on the form toolbar,
and specify the following settings in the Summary area:
• Type: Invoice
• Date: 1/30/2023
• Description: Online course 3 days
2. On the Details tab, click Add Row on the table toolbar, and specify the following settings in the new invoice
line:
• Quantity: 3
• UOM: DAY
• Unit Price: 14.50
3. On the form toolbar, click Save to save the invoice.
4. In the Discount Total box in the Summary area, enter 10.
This is the $10 manual discount you have agreed to give your customer. The total amount of the invoice
before the discount is displayed in the Detail Total box ($43.50), and the amount due (with the manual
document discount applied) is displayed in the Balance box ($33.50), as shown in the screenshot below.
Figure: The total amount and the amount due of the invoice
6. On the Financial tab, click the link in the Batch Nbr. box to review the generated GL batch, which the
system opens on the Journal Transactions (GL301000) form.
The 53000 - Discount Given account has been debited in the amount of the document discount you specified
for this invoice ($10).
Customer Discounts: To Configure a Manual Promotional Discount
In this activity, you will learn how to configure and apply a manual promotional discount. These discounts may be
useful, for example, if you want to provide customer discounts based on promotional coupons.
Story
Suppose that the SweetLife Fruits & Jams company has decided to sell online training courses at a 20% discount,
for which it has distributed promotional coupons. This discount is applicable from 12/15/2022 to 1/10/2023 for all
customers.
Acting as a SweetLife accountant, you need to configure the discount code and discount in the system. You also
need to enter an AR invoice for five days of the online home canning course for Allen's Bakery (ABAKERY) customer
on 12/20/2022.
• On the Non-Stock Items (IN202000) form, the ONLCOURSE non-stock item has been created.
• On the Customers (AR303000) form, the ABAKERY customer has been created.
Process Overview
You will create a discount code on the Discount Codes (AR209000) form, and then configure a manual promotional
discount on the Discounts (AR209500) form.
To test how the configured manual promotional discount is applied, on the Invoices and Memos (AR301000) form,
you will create an AR invoice and apply the manual discount you have configured earlier.
System Preparation
ERP screen, make sure that the business date in your system is set to 12/20/2022. If a different date is displayed,
click the Business Date menu button and select 12/20/2022. For simplicity, in this activity, you will create and
process all documents in the system on this business date.
Step 1: Enabling the Needed Feature

To enable the Customer Discounts feature, do the following:
1. Open the Enable/Disable Features (CS100000) form.
2. On the form toolbar, click Modify.
3. Locate the Customer Discounts check box under the Advanced Financials section and select the check
box.
4. On the form toolbar, click Enable.
Step 2: Configuring the Manual Promotional Discount

To configure the 20% manual promotional discount, do the following:
1. Open the Discount Codes (AR209000) form.
2. On the form toolbar, click Add Row, and specify the following settings in the row:
• Discount Code: PROMO00000
• Description: Promotional discount by item
• Discount Type: Line
• Applicable To: Item
• Manual: Selected
• Auto-Numbering: Selected
• Last Number: PROMO00000
Discounts of this discount code are manual line discounts that are applicable if the document refers to a
specific item.
4. Open the Discounts (AR209500) form.
• Discount By: Percent
• Break By: Quantity
• Active: Selected
• Promotional: Selected
• Expiration Date: 1/10/2023
• Description: Promo discount for online course
With these settings, the discount (of the discount code which you defined for manual promotional discount
that apply to a specific item) is by percent, with break points by quantity, and is promotional, effective from
December 15, 2022 to January 10, 2023.
6. On the Discount Breakpoints tab, click Add Row on the table toolbar and specify the following settings in
the table:
• Break Quantity: 0
• Discount Percent: 20
Because the break quantity is 0, this discount of 20% applies to any quantity of items.
7. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select ONLCOURSE.
This is the only item to which the discount applies.
Step 3: Creating the AR Invoice and Applying the Manual Discount

To create the needed AR invoice for Allen's Bakery customer and apply the manual discount, do the following:
• Type: Invoice
• Date: 12/20/2022
• Description: Online course 5 days
• Quantity: 5
• UOM: DAY
• Unit Price: 15
The Discount Percent column reflects the 20% discount that has been applied to the line, as shown in the
following screenshot.
Figure: Manual promotional discount applied to the line
4. On the form toolbar, click Remove Hold, and then click Release to release the invoice.
Customer Discounts: Application of Automatic Discounts
The system always applies automatic discounts in the following order when a user saves a document:
1. Line-level discounts (which are applied to each line of the document): For each document line, the system
checks the applicable line-level discounts and applies the one with the largest discount amount.
2. Group-level discounts (which are applied to multiple lines of the document): The system finds the
applicable group-level discounts and applies all of them.
3. Document-level discounts: The system finds and applies the applicable document-level discount with the
largest discount amount for a document. The system can apply only one (the best) document-level discount
to the document.
You can use group-level discounts as document-level discounts. For example, if you create
a group-level discount that is applicable to a specific customer price class, it will work as a
document-level discount affecting each line of a document.
The following settings, which are specified on the Discount Codes (AR209000) form, affect the order of discount
application and the calculation of the discounts:
• Exclude from Discountable Amount: If this check box (which is available only for line-level discounts) is
selected, the discountable amount of the line-level discount is excluded from the discountable amount
for higher-level (group or document) discounts. For example, suppose that you have a line-level clearance
discount of 75% and a document-level discount of 5% for documents with total of more than $2000. You
select this check box if you do not want to apply an additional document-level discount of 5% to the
already-discounted line amounts.
• Skip Document Discount: If this check box (which is available only for group-level discounts) is selected,
the system does not apply document discounts when this group discount is applied to the document. For
example, suppose that the following discounts have been defined: a group-level discount that is applicable
to multiple lines and significantly reduces the document total, and a document-level discount. You select
this check box if you do not want to apply the document-level discount to the documents to which this
group-level discount has been applied.
Customer Discounts: To Configure Automatic Line Discounts
In this activity, you will learn how to configure line-level customer discounts of different types (discount by percent
with the break point by amount and discount by amount with the break point by quantity) and explore how these
discounts are applied in AR invoices.
Story
Suppose that starting in January 2023, the SweetLife Fruits & Jams company is offering the following discounts,
which will be applied in AR invoices, for the offline training courses that the company sells to its customers:
• An automatic line discount of 5% that will be applied to the GoodFood One Restaurant (GOODFOOD)
customer when the invoice line amount exceeds $200 (discount by percent with the break point by amount)
• An automatic line discount of $100 that will be applied to local customers who order 10 or more days of
offline training (discount by amount with the break point by quantity)
On 1/30/2023, GoodFood One Restaurant purchased 16 days of the home canning course (that is, the offline
course).
Acting as the SweetLife accountant, you need to configure automatic line discounts and create an invoice for
GoodFood One Restaurant, noting how the discounts are applied.
• On the Enable/Disable Features (CS100000) form, the Customer Discounts feature has been enabled to
support the discount functionality.
• On the Non-Stock Items (IN202000) form, the OFLCOURSE non-stock item has been created.
• On the Customers (AR303000) form, the GOODFOOD customer has been created and assigned to the LOCAL
Process Overview
You will create discount codes on the Discount Codes (AR209000) form and configure discounts by percent and by
amount on the Discounts (AR209500) form.
On the Invoices and Memos (AR301000) form, you will create an AR invoice with lines to which discounts may be
applied. You then will review how the discounts you have configured are applied automatically.
Finally, you will deactivate the discounts.
System Preparation
Step 1: Configuring the Discount by Percent for a Particular Customer

To configure the discount by percent for the GoodFood One Restaurant customer and make it effective, do the
following:
2. On the form toolbar, click Add Row, and specify the following settings in the added row:
• Discount Code: LICUS00000
• Description: Line discount by customer
• Applicable To: Customer
• Last Number: LICUS00000
With these settings, discounts of this discount code are line discounts that are applicable to specific
customers. Because the Manual check box is cleared, these line discounts will be applied automatically.
• Break By: Amount
• Description: Line discount for GOODFOOD
These settings convey that this discount (of the discount code which you defined for line discounts that are
applicable to particular customers) is by percent, with break points by line amount.
6. On the Discount Breakpoints tab, click Add Row on the table toolbar, and specify the following settings in
the added row:
• Pending Break Amount: 200
• Pending Discount Percent: 5
• Pending Date: 1/1/2023
With these settings, the discount of 5% is applicable to a line with an amount greater than or equal to $200.
7. On the Customers tab, click Add Row on the table toolbar, and in the Customer column, select GOODFOOD.
Because this is the only row defined on this tab, this discount can be applied to only the GOODFOOD
customer.
9. On the form toolbar, click Update Discounts.
10.In the Update Discounts dialog box, which opens, leave the default value (1/30/2023) in the Filter Date box,
and click OK.
On the Discount Breakpoints tab, notice that the system has cleared the Pending Date column and that
the Effective Date column now contains date 1/1/2023.
Step 2: Configuring the Discount by Amount for a Particular Customer Price Class
To configure the discount by quantity for the LOCAL customer price class, do the following:
2. On the form toolbar, click Add Row and specify the following settings:
• Discount Code: LIITE00000
• Description: Line discount by item and customer price class
• Applicable To: Customer Price Class and Item
• Last Number: LIITE00000
Discounts of this discount code are automatic line discounts that are applicable if the line refers to a specific
item and the document refers to a customer of a specific price class.
• Discount By: Amount
• Description: Line discount for local customers by item
With these settings, the discount (of the discount code you just defined for line discounts that are applicable
to a specific item and a customer of a particular price class) is by amount, with break points by quantity.
the added row:
• Pending Break Quantity: 10
• Pending Discount Amount: 100
The discount of $100 is applicable to a line with a quantity greater than or equal to 10.
7. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select OFLCOURSE.
Because this is the only row on the tab, this discount applies to only the OFLCOURSE item.
8. On the Customer Price Classes tab, click Add Row on the table toolbar and in the Price Class ID column,
select LOCAL. The discount applies to only customers of the LOCAL customer price class.
10.On the form toolbar, click Update Discounts to make the discounts you have just added effective, otherwise
the system considers your discounts pending.
11.In the Update Discounts dialog box, which opens, leave the default value (1/30/2023) in the Filter Date box,
and click OK.
Step 3: Creating the AR Invoice and Exploring Discount Application

To create the AR invoice to GoodFood One Restaurant and explore how the automatic line discounts are applied, do
the following:
• Type: Invoice
• Date: 1/30/2023
• Description: Offline training
3. On the Details tab, click Add Row, and specify the following settings in the added row:
• Quantity: 5
• UOM: DAY
• Unit Price: 45
The Discount Percent column contains the 5% discount (which is $11.25 in the Discount Amount column)
that you configured in Step 1. The discount has been applied automatically, because the amount in the Ext.
Price column exceeds the break point of $200.
4. On the table toolbar, click Add Row, and specify the following settings in the row:
• Quantity: 12
• UOM: DAY
• Unit Price: 45
The Discount Amount column contains the $100 discount that you configured in Step 2. The discount has
been applied automatically to this line, because the quantity exceeds 10 and the customer belongs to the
LOCAL price class. Since this line meets the criteria for more than one discount, the system has applied the
best available discount, as shown in the following screenshot.
Figure: Automatic discount applied to the line
5. On the form toolbar, click Remove Hold, and then click Release to release the invoice.
6. On the Financial tab, click the link in the Batch Nbr. box to review the GL batch, which the system opens on
the Journal Transactions (GL301000) form.
The 11000 - Accounts Receivable account is debited in the amount of $653.75 and the 40000 - Sales Revenue
account is credited in the same amount in total ($213.75+$440).
Step 4: Making the Created Discounts Inactive

To make the discounts you created in this lesson inactive so that they will not affect other documents later, do the
following:

• Sequence: LICUS00001
3. Clear the Active check box to make the discount inactive.
4. Save your changes.
• Sequence: LIITE00001
Customer Discounts: To Configure Automatic Group Discounts
In this activity, you will learn how to configure and apply a promotional discount for particular stock items sold
from a specific warehouse and a free-item discount, and how the system applies these discounts to a sales order.
Story
Suppose that on 1/30/2023, the SweetLife Fruits & Jams company starts selling 32-ounce and 96-ounce jars of
apple jam at a 3% discount from the Wholesale Warehouse WHOLESALE. Also, for sales orders with dates from
1/30/2023 to 2/15/2023, the company also wants to add a free jar of 96-ounce of lemon jam for the customers who
have bought the apple jam for the amount of $350 and more.
Acting as the SweetLife accountant, you need to configure an automatic group discounts of 3% for the APJAM96 and
APJAM32 stock items sold from the Wholesale Warehouse, and a free-item promotional group discount for sales
orders in which the total amount of the APJAM96 and APJAM32 stock items exceeds $350. You also need to create a
sales order to see how the discounts are applied.
A group discount is based on the amount or quantity that is in one line or the sum of multiple lines. In
this case, a group discount is used because the free-item discount is based on the sum of amounts of
the 32-ounce jars of apple jam and the 96-ounce jars of apple jam.
• On the Stock Items (IN202500) form, the APJAM32, APJAM96, ORJAM32, and LEMJAM96 stock items have been
created.
Process Overview
To set up a promotional free-item discount and a warehouse-specific discount, you will configure a discount code
on the Discount Codes (AR209000) form and then configure the needed discount on the Discounts (AR209500) form.
To review how the discounts are applied to the sales order, you will then create a sales order on the Sales Orders
(SO301000) form and add items to observe the application of discounts. You will not need to save or process this
sales order.
System Preparation
Step 1: Configuring the Warehouse-Specific Discount for Particular Items

To configure the warehouse-specific discount for particular stock items (for the WHOLESALE warehouse and the
APJAM96 and APJAM32 items), do the following:
• Discount Code: WHSE000000
• Description: Warehouse discount by items
• Discount Type: Group
• Applicable To: Warehouse and Item
• Last Number: WHSE000000
These settings define discounts of this discount code as automatic group discounts that are applicable to
specific items sold in specific warehouses (which will be just one warehouse in this example).
• Description: Warehouse discount for apple jam
With these settings, the discount (of the discount code you just defined for group discounts that are
applicable to specific items sold in particular warehouses) is by percent, with break points by amount.
the added row:
The discount of 3% is applicable to all groups (because the break amount is 0).
7. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select APJAM32.
8. Add another row, and in the Inventory ID column, select APJAM96.
9. On the Warehouses tab, click Add Row on the table toolbar, and in the Warehouse column, select
WHOLESALE. Because this is the only row on the tab, the discount is applicable to only the WHOLESALE
warehouse.
10.On the form toolbar, click Save.
11.On the form toolbar, click Update Discounts to make the discount you have just added effective.
12.In the Update Discounts dialog box, which opens, leave the 1/30/2023 default value, and click OK.
the Effective Date column now contains this date (1/30/2023).
Step 2: Configuring the Free-Item Promotional Discount

To configure the free-item promotional group discount in which the LEMJAM96 stock item is the free item, do the
following:
• Discount Code: FRITE00000
• Description: Free-item discount
• Last Number: FRITE00000
Discounts of this discount code are automatic group discounts that are applicable to specific items.
• Discount By: Free Item
• Description: Free-item discount (lemon jam)
The free-item discount (of the discount code you just defined for group discounts that are applicable
to specific items) is a promotional discount, effective for the specified date range, with break points by
amount.
the added row:
• Break Amount: 350
• Free Item Quantity: 1
With these settings, the discount of one free item is applicable to a group with an amount greater than or
equal to $350.
7. On the Items tab, click Add Row on the table toolbar, and select APJAM96 in the Inventory ID column.
8. Add another row, and select APJAM32 in the Inventory ID column.
9. On the Free Items tab, in the Free Item box, select LEMJAM96.
10.In the Summary area of the form, select the Active check box.
Step 3: Creating a Sales Order and Exploring Discount Application

To create a sales order for testing purposes and explore how the discounts are applied to it, do the following:
• Order Type: SO
• Date: 1/30/2023
• Description: Jam
• UOM: PIECE
• Quantity: 5
• Unit Price: 13
Notice that the values in the Discount Percent and Discount Amount columns are equal to zero, indicating
that no discounts have been applied to this stock item, because there are no active discounts in the system
for this stock item.
4. On the Details tab, click Add Row on the table toolbar, and specify the following settings for the added row:
• UOM: PIECE
• Quantity: 5
• UOM: PIECE
• Quantity: 10
Notice that another row, which contains the LEMJAM96 stock item, has been automatically added to the
order, and the Free Item check box has been selected in the row.
6. On the Discounts tab, review the discounts, which you configured earlier in this lesson and which have been
applied to the sales order.
The system does not select the best available group discount. Instead, it adds all group discounts that are
applicable to sales orders.
The warehouse-specific discount (WHSE000000) has been applied because the APJAM32 and APJAM96 stock
items were sold from the WHOLESALE warehouse specified in the discount. As shown in the screenshot
below, the free-item discount (FRITE00000) has been applied because the order date (1/30/2023) is within
the range of effective dates of the promotional discount and the total price for APJAM32 and APJAM96
exceeds $350, the break point.
Figure: The free-item group discount applied to the order
You do not need to save or process this sales order; you created it solely to test how the
discounts are applied.

following:
• Sequence: WHSE000001
• Sequence: FRITE00001
Customer Discounts: To Configure Automatic Document Discounts
In this activity, you will learn how to configure automatic document discounts, and you will explore how they are
applied to AR invoices.
Story
Suppose that the SweetLife Fruits & Jams company has given one of its customers, Thai Food Restaurant
(TOMYUM), a 7% discount. In addition, SweetLife has offered a 15% discount to all customers who purchase $200 or
more in a single order (document).
Acting as the SweetLife's accountant, you need to configure a customer-specific document discount of 7% for
the Thai Food Restaurant customer and an unconditional document discount of 15% for all customers who buy
SweetLife's products for a document amount of $200 or more.
On 1/30/2023 Thai Food Restaurant bought 2 days of the offline training course and 10 days of the online training
course.
Acting as a SweetLife accountant, you need to enter an AR invoice, to which the discounts should be applied
automatically.
• On the Non-Stock Items (IN202000) form, the OFLCOURSE non-stock item has been created.
• On the Customers (AR303000) form, the TOMYUM customer has been created.
Process Overview
You will configure discount codes on the Discount Codes (AR209000) form, and then configure document discounts
on the Discounts (AR209500) form.
Aer that you will create an AR invoice for a particular customer on the Invoices and Memos (AR301000) form, and
review the Discounts tab to see how the discounts are applied.
System Preparation
Step 1: Configuring the Customer-Specific Document Discount

To configure the document discount specific to the Thai Food Restaurant customer, do the following:
• Discount Code: DOCUM00000
• Description: Document discount by customer
• Discount Type: Document
• Last Number: DOCUM00000
These settings define discounts of this discount code as automatic document discounts that are applicable
to specific customers (which will be only the TOMYUM customer in this example).
• Description: Document discount for TOMYUM
These settings convey that this discount (of the discount code which you defined for document discounts
that are applicable to specific customers) is by percent, with break points by amount. In this case, the value
in the Break By box has been defined automatically based on the discount code configuration and cannot
be changed by the user.
the added row:
With these settings, the discount of 7% is applicable to a document of any amount (because the break
amount is 0).
7. On the Customers tab, click Add Row on the table toolbar, and in the Customer column, select TOMYUM.
9. On the form toolbar, click Update Discounts to make the discount you have just added effective, and in the
Update Discounts dialog box, which opens, leave 1/30/2023 in the Filter Date box, and click OK.
Step 2: Configuring the Unconditional Document Discount

To configure the unconditional document discount of 15% for documents of $200 or more, do the following:
• Discount Code: UNCON00000
• Description: Document discount unconditional
• Applicable To: Unconditional
• Last Number: UNCON00000
With these settings, discounts of this discount code are unconditional automatic document discounts.
In this case, Unconditional conveys that the discount code is not applicable to a limited set of entities.
However, a discount of this discount code may have particular break points defined for specific discounts,
as is the case in this example.

• Description: Document discount unconditional
These settings convey that this discount (of the discount code you just defined for unconditional document
discounts) is by percent, with break points by amount. In this case, the value in the Break By box has been
defined automatically based on the discount code configuration and cannot be changed by the user.
the added row:
The discount of 15% is applicable to a document with an amount greater than or equal to $200.
8. On the form toolbar, click Update Discounts, and in the Update Discounts dialog box, which opens, leave
1/30/2023 in the Filter Date box, and click OK.
Step 3: Creating the AR Invoice and Explore the Discount Application

To create the AR invoice for the Thai Food Restaurant customer and explore how the system automatically applies
the discounts you have created, do the following:
• Type: Invoice
• Customer: TOMYUM
• Date: 1/30/2023
• Description: Training courses
• Quantity: 2
• UOM: DAY
• Unit Price: 45
On the Discounts tab, notice that a row with the DOCUM00000 discount code, which you configured in Step
1, has been added, meaning that the discount has been applied to this document.
The Discount Percent column shows the discount percent (7%), the Discount Amt. column shows the
discount amount $6.30 and the same amount is shown in the Discount Total box in the Summary area.
• Quantity: 10
• UOM: DAY
• Unit Price: 15
On the Discounts tab, notice that a row with the UNCON00000 discount code, which you configured in Step
2, has been added, meaning that the discount has been applied to this document. The 7% discount that was
applied aer you added the first document line has now disappeared.
Also notice that the Discount Percent column shows the discount percent (15%), the Discount Amt.
column shows the discount amount $36, and the same amount is now shown in the Discount Total box
in the Summary area (see the following screenshot). This discount has been applied because it is the best
available discount for this document.
Figure: Discount applied to the document based on the discount code

following:
• Sequence: DOCUM00001
• Sequence: UNCON00001
Customer Discounts: To Configure Automatic Volume Discounts
In this activity, you will learn how to configure an automatic volume discount for a particular stock item, and you
will explore how it is applied to a sales order.
Story
Suppose that at the end of January, warehouse personnel at SweetLife Fruits & Jams found out that the Wholesale
Warehouse (WHOLESALE) contains a large lot of 32-ounce jars of orange jam with an approaching expiration date.
Company personnel decided to sell these jars at the following discounts:
• 5% for 5 to 10 jars
• 10% for 11 to 19 jars
• 20% for 20 jars or more
Because no one can predict when the entire lot will be sold, this discount should be configured to start on
1/30/2023 and extend indefinitely.
Acting as the SweetLife accountant, you need to configure this discount in the system and create a sales order to
see how the discount is applied.
You will then deactivate the discount.
• On the Stock Items (IN202500) form, the ORJAM32 stock item has been created.
• On the Warehouses (IN204000) form, the WHOLESALE warehouses has been created.
Process Overview
To configure an automatic volume discount for a particular stock item, you will create the needed discount code on
the Discount Codes (AR209000) form, and then configure an automatic volume discount for the particular item on
the Discounts (AR209500) form.
To see how the discount is applied, on the Sales Orders (SO301000) form, you will create a sales order with lines
that have different quantities.
Finally, you will deactivate the discount.
System Preparation
Step 1: Configuring the Automatic Volume Discount

To configure the automatic volume discount on the 32-ounce jars of orange jam, do the following:
2. On the form toolbar, click Add Row, and specify the following settings in the row:
• Discount Code: VOLIT00000
• Description: Volume discount by item
• Last Number: VOLIT00000
A discount of this discount code is an automatic line discount that is applicable to a specific item.
• Description: Volume discount for ORJAM32
With these settings, the discount (of the discount code you just defined for line discounts that apply to a
specific item) is by percent, with break points by quantity.
the added row:
This 5% discount applies to a line with a quantity of 5 or more.
7. Click Add Row on the table toolbar, and specify the following settings in the added row:
9. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select ORJAM32.
11.On the form toolbar, click Update Discounts to make the discounts you have just added effective.
12.In the Update Discounts dialog box, which opens, leave 1/30/2023 in the Filter Date box, and click OK.
Step 2: Creating a Sales Order and Exploring the Application of the Discount
To create a sales order for testing purposes and explore how the discount is applied, do the following:
2. Click Add New Record on the form toolbar, and specify the following settings in the Summary area:
• Order Type: SO
• Date: 1/30/2023
• Description: Orange jam at a discount
• UOM: PIECE
• Quantity: 6
• Unit Price: 13
In the Discount Percent column, notice that the 5% discount you configured in Step 1 has been applied,
because the quantity in the line is between 5 and 10.
• UOM: PIECE
• Quantity: 12
• Unit Price: 13
In the Discount Percent column, notice that the 10% discount you configured in Step 1 has been applied,
because the quantity in the line is between 11 and 19.
5. Add one more row with the following settings:
• UOM: PIECE
• Quantity: 22
• Unit Price: 13
In the Discount Percent column, which is shown in the following screenshot, notice that the 20% discount
you configured in Step 1 has been applied, because the quantity in the line is more than 20.
Figure: Automatic volume discount applied to the sales order
You do not need to save or process the sales order. You created it solely to learn how the
Step 3: Making the Created Discount Inactive

To make the discount you created in this lesson inactive so that it will not affect other documents later, do the
following:
• Sequence: VOLIT00001
Customer Discounts: To Configure Multiple Discounts and Explore Their Application
In this activity, you will configure discounts of multiple types and learn how the system applies a combination of
discounts to an AR invoice.
Story
Starting in January 2023, the SweetLife Fruits & Jams company is offering a discount of $100 to local customers
who order 10 or more days of the offline training course.
In addition, SweetLife has offered a 15% discount to all customers who purchase $200 or more in a single order.
Suppose that on 1/30/2023 one of the SweetLife's local customers, FourStar Coffee & Sweets Shop (COFFEESHOP),
bought 12 days of the offline training course and 5 days of the online training course for which your company is
offering a 12% discount effective on 1/30/2023 for more than 5 days of training.
Acting as SweetLife accountant, you need to define the discounts for the OFLCOURSE and ONLCOURSE non-stock
items, which will be applied automatically.
Finally, you need to create and post the AR invoice for FourStar Coffee & Sweets Shop in the system, making sure
that the three discounts are applied to this invoice.
• On the Non-Stock Items (IN202000) form, the ONLCOURSE and OFLCOURSE non-stock items have been
created.
• On the Customers (AR303000) form, the COFFEESHOP customer has been created and assigned to the LOCAL
Process Overview
To configure a group discount for particular non-stock items, you will create a discount code on the Discount
Codes (AR209000) form, and then configure this discount on the Discounts (AR209500) form. You will activate the
discounts that you deactivated earlier.
You then will create an AR invoice on the Invoices and Memos (AR301000) form and review how the discounts
defined in the system are applied to the invoice. You will release the invoice on this form, and you will review the GL
batch on the Journal Transactions (GL301000) form.
System Preparation
Step 1: Activating the Discount by Quantity for a Particular Customer Price Class
To activate a discount for particular customer price class, do the following:
2. In the Discount Code box, select LIITE00000.
3. In the Discount Sequence box, select LIITE00001.
4. In the Summary area, make sure that the Active check box is selected.
5. On the form toolbar, click Save to save your changes.
Step 2: Activating the Unconditional Document Discount

To activate the unconditional document discount, do the following:
2. In the Discount Code box, select UNCON00000.
3. In the Discount Sequence box, select UNCON00001.
4. In the Summary area, make sure that the Active check box is selected.
5. On the form toolbar, click Save to save your changes.
Step 3: Configuring the Automatic Group Discount for Particular Non-Stock Items
To create the automatic group discount for the OFLCOURSE and ONLCOURSE non-stock items, do the following:
• Discount Code: GRITE00000
• Description: Group discount for items
• Last Number: GRITE00000
These settings define discounts of this discount code as automatic group discounts that are applicable to
specific items.
• Description: Group discount for training courses
With these settings, the discount (of the discount code you just defined for group discounts that are
applicable to specific items) is by percent, with break points by quantity.
the added row:
The discount of 12% is applicable to a group with a quantity of 5 or more.
7. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select OFLCOURSE.
8. Add another row, and in the Inventory ID column, select ONLCOURSE.
10.On the form toolbar, click Update Discounts to make the discount you have just added effective.
Step 4: Creating the AR Invoice and Exploring Discount Application

To create the AR invoice for FourStar Coffee & Sweets Shop and observe how the system automatically applies the
discounts, do the following:
• Type: Invoice
• Date: 1/30/2023
• Description: Offline and online training courses
• Quantity: 12
• UOM: DAY
• Unit Price: 45
Notice that the Discount Code column in the line now contains LIITE00000. This is the automatic line
discount of $100 that you configured for 10 or more days of offline training on 1/30/2023. The Ext. Price
column shows the amount before the discount ($540), the Discount Amount column shows the discount
amount ($100), and the Amount column shows the amount with the discount applied ($440). This amount
($440) is also shown in the Detail Total box in the Summary area.
• Quantity: 5
• UOM: DAY
• Unit Price: 13
Review the Discounts tab. Notice that lines have been added for the following discount codes, whose
automatic discounts have been also applied to the AR invoice:
• The GRITE00000 discount code (the group discount of 12% for offline training on 1/30/2023). The
Discountable Amount for this discount is the Detail Total amount ($505), which is the total amount aer
the line discount is applied. The Discount Percent column contains the discount percent (12%), and the
Discount Amt. column contains the discount amount, which is automatically calculated by the system
($60.60).
• The UNCON00000 discount code (the unconditional document discount of 15% for amounts of $200 or
more on 1/30/2023). The Discountable Amount for this invoice is the detail total amount with the group
discount subtracted from it ($444.40). The Discount Percent column shows the discount percent (15%),
and the Discount Amt. column shows the discount amount, which is automatically calculated by the
system ($66.66). These lines are shown in the following screenshot.
Figure: Invoice with multiple discounts applied
5. On the form toolbar, click Remove Hold to assign the invoice the Balanced status, and then click Save.
Step 5: Releasing the AR Invoice and Reviewing the GL Transaction

To release the invoice, review the corresponding GL transaction, and analyze which accounts were updated, do the
following:
1. While you are still on the Invoices and Memos (AR301000) form, click Release on the form toolbar to release
the invoice.
2. On the Financial tab, click the link in the Batch Nbr. box.
3. On the Journal Transactions (GL301000) form, which opens, review the GL batch.
The 40000 - Sales Revenue account is credited in the amount of $505 ($440+$65), and the 11000 Accounts
Receivable account is debited in the amount of $377.74 (the balance of the invoice). The 53000 - Discount
Given account is debited in the amount of the group and document discounts applied to the invoice
($127.26), as shown in the following screenshot.
Figure: GL batch with applied multiple discounts

The applied discounts and the document amounts may differ if you have skipped any steps in
this activity or previously configured any other applicable discounts.

To make the discounts used in this lesson inactive so that they will not affect other documents later, do the
following:
• Sequence: LIITE00001
• Sequence: UNCON00001
• Sequence: GRITE00001
10.Save your changes.
Customer Discounts: To Add Sales Orders with Different Document Discounts in a

Single SO Invoice
In this activity, you will configure two automatic document discounts. You will then explore how these discounts
are applied to sales orders and learn how the system applies discounts to SO invoices that are prepared based on
sales orders with different document discounts. Also, you will learn how to update the discount amount.
Story
Suppose that to facilitate sales in 2023, the SweetLife Fruits & Jams company has decided to introduce discounts
for some customers. For FourStar Coffee & Sweets Shop, a $70 discount should be applied to sales orders when the
total amount of all lines is $200 or more. For local customers, SweetLife is offering a 20% discount for sales orders
when the total amount of all lines is $400 or more.
Thus, as SweetLife accountant, you need to configure the following discounts in the system:
• A customer-specific document discount of $70
• A document discount of 20% specific for the LOCAL customer price class
You also need to create two sales orders for the FourStar Coffee & Sweets Shop (COFFEESHOP) customer, and notice
how these discounts are applied.
Further suppose that before you have processed the sales orders, the sales manager has informed you that the
discount percent for the second order changed to 25%. You need to update the discount percent in the second
sales order and issue one invoice for both sales orders.
• On the Stock Items (IN202500) form, the APJAM08 and APJAM32 stock items have been created.
• On the Customers (AR303000) form, the COFFEESHOP customer has been created and assigned to the LOCAL
Process Overview
You will add discount codes on the Discount Codes (AR209000) form, and then configure document discounts
on the Discounts (AR209500) form. You will create sales orders for a particular customer on the Sales Orders
(SO301000) form, to which discounts can be applied.
As a discount has changed, you will update the discount on the Discounts (AR209500) form. On the Sales Orders
form, you will recalculate the prices of the sales order being prepared.
To complete the processing of the sales orders, you will create and confirm a shipment for the sales orders on the
Shipments (SO302000) form. On the Invoices (SO303000) form, you will create an SO invoice for two sales orders,
making sure that the automatic discounts for these sales orders are applied, and then release the invoice.
System Preparation
Step 1: Configuring the $70 Document Discount

To configure the $70 document discount for the FourStar Coffee & Sweets Shop, do the following:
• Discount Code: DOC0100000
• Description: Document discount by amount
• Last Number: DOC0100000
to specific customers (which will be only the FourStar Coffee & Sweets Shop in this example).
• Description: Document discount for COFFEESHOP (amount)
With these settings, the discount (of the discount code you just defined for document discounts that are
applicable to specific customers) is by amount, with break points by amount.
the added row:
The discount of $70 is applicable to a document with an amount greater than or equal to $200.
7. On the Customers tab, click Add Row on the table toolbar, and in the Customer column, select
COFFEESHOP. This discount is applicable to only this customer.
9. On the form toolbar, click Update Discounts to make the discounts you have just added effective.
Step 2: Configuring the 20% Document Discount

To configure the 20% document discount for local customers, do the following:
• Description: Document discount by percent
• Applicable To: Customer Price Class
• Last Number: DOC0200000
to specific customer price classes (which will be only the LOCAL customer price class in this example).
• Description: Document discount for local customers
With these settings, the discount (of the discount code you just defined for document discounts that are
applicable to specific customer price classes) is by percent, with break points by amount. In this case, the
value in the Break By box is defined automatically based on the discount code configuration and cannot be
changed by the user.
the added row:
The discount of 20% is applicable to a document with an amount greater than or equal to $400.
7. On the Customer Price Classes tab, click Add Row on the table toolbar, and in the Price Class ID column,
select LOCAL. This is the only price class to which the discount is applicable.
9. On the form toolbar, click Update Discounts to make the discount you have just added effective.
Step 3: Creating Sales Orders and Exploring Discount Application

To create two sales orders for the COFFEESHOP customer and observe how discounts are applied, do the following:
• Order Type: SO
• Date: 1/30/2023
• Description: Apple jam 8 oz
• Quantity: 40
• UOM: PIECE
4. On the Discounts tab, review the document discount that has been applied to this sales order.
The DOC0100000 discount in the amount of $70 has been applied because the total amount of the order
lines exceeds the break point of $200 (the value in the Discountable Amt. column is $206).
6. Create another sales order by clicking Add New Record on the form toolbar and specifying the following
settings in the Summary area:
• Order Type: SO
• Date: 1/30/2023
• Description: Apple jam 32 oz
• Quantity: 25
• UOM: PIECE

8. On the Discounts tab, review the document discount that has been applied to this sales order.
The DOC0200000 discount in the amount of $83 (which is 20%) has been applied because the total amount
of the order line meets the break point criterion of being $400 or more (the value in the Discountable Amt.
column is $415).
Step 4: Updating the Discount Percent in a Sales Order

To update the discount percent for the DOC0200000 discount code in the sales order, do the following:
1. While you are still on the Sales Orders (SO301000) form, on the Discounts tab, make sure that the sales
order with the DOC0200000 discount code applied is opened.
2. Click the DOC0200000 code in the Discount Code column. The Discounts (AR209500) form will open in a pop-
up window.
3. For the only row in the table on the Discounts form, specify the following settings:
4. On the form toolbar, click Update Discounts to make the updated discount effective.
5. In the Update Discounts dialog box, which opens, leave 1/30/2023 in the Filter Date box, and click OK.
6. Close the pop-up window and return to the sales order on the Sales Orders form.
On the Discounts tab, notice that the amount in the Discount Percent column has been updated to reflect
the new value of 25%.
Step 5: Preparing an SO Invoice for Both Sales Orders

To prepare an SO invoice for both sales orders, do the following:
1. While you are still on the Sales Orders (SO301000) form, on the form toolbar, click Create Shipment.
2. In the Specify Shipment Parameters dialog box, leave the default values and click OK.
3. On the Shipments (SO302000) form, which opens with the newly created shipment, review the shipment
details in the Summary area.
4. On the Details tab, click Add Order on the table toolbar.
5. In the Summary area of the Add Sales Order dialog box, which opens, in the Order Nbr. box, select the
sales order that you created in Step 3.
6. In the table of the dialog box, select the unlabeled check box for the sales order line with the APJAM08 item
and click Add & Close.
8. On the More menu (under Processing), click Confirm Shipment.
You have created and confirmed single shipment for the sales orders you have created earlier in this activity.
9. On the More menu (under Processing), click Prepare Invoice.
10.On the Invoices (SO303000) form, which opens with the prepared invoice, review the invoice that has been
created for both sales orders.
11.On the Discounts tab, review the discounts that have been applied to the invoice generated from the sales
orders.
As the following screenshot shows, the table contains two lines, one with the DOC0100000 document
discount, in the amount of $70, and the other with the DOC0200000 document discount by percent (25%) in
the amount of $103.75.
Figure: SO invoices with applied document discounts
The amounts may be different from the ones in this step if some lessons in this course were
skipped or the sales prices of stock items listed in the Configuration Overview section have not
been defined in the system.
12.On the form toolbar, click Release to release the invoice and complete the processing of sales order.

following:
• Sequence: DOC0100001
• Sequence: DOC0200001
Customer Discounts: To Create an SO Invoice with a Manual Discount
In this activity, you will create three automatic document discounts and a manual discount in Acumatica ERP. You
will then explore how these discounts are applied to SO invoices when the Advanced SO Invoices feature is enabled
in the system.
Story
Suppose that starting in January 2023, the SweetLife Fruits & Jams company is offering the following discounts for
fruit that the company's customers purchase:
• A discount of 5% that will be applied to the cost of the fruit when the customer buys 100 pounds or more of
oranges, grapefruit, or both
• A discount of 4% if the total invoice amount of all fruit sold to the customer greater than or equal $300
• A $5 discount for every 20 pounds of purchased apples
Suppose that in February 2023, the FourStar Coffee & Sweets Shop (GOODFOOD) company decided to have a
large party with fruit and cocktails. A representative of the FourStar Coffee & Sweets Shop company's purchasing
department called a sales manager of the SweetLife company and submitted an order for 170 pounds of fruit. Aer
the SweetLife sales manager confirmed the availability of the fruit in stock, the customer's manager visited the
SweetLife Store and ordered the necessary fruit.
Because the customer mentioned its plans to order fruit from SweetLife for its next party, the SweetLife sales
manager decided to offer an additional discount of 3% for the first order total to acknowledge the loyalty of the
FourStar Coffee & Sweets Shop company.
Acting as the SweetLife sales manager, you need to create the necessary discounts in the system and create an SO
invoice.
• On the Enable/Disable Features (CS100000) form, the Advanced SO Invoices feature has been enabled to
support the SO Invoices functionality.
• On the Stock Items (IN202500) form, the APPLES, ORANGES, and GRAPEFRUIT stock items have been created.
All these items are available in stock.
Process Overview
To set up discounts, you will define discount codes on the Discount Codes (AR209000) form. You will then configure
a line-item discount, group-item discount, and document discount on the Discounts (AR209500) form. Then on
the Update Discounts (AR502500) form, you will update all these discounts to make multiple pending discounts
effective at the same time.
To view how the discounts are automatically applied to the SO invoice, on the Invoices (SO303000) form, you will
create an SO invoice of the Invoice type and add the necessary items. You will also apply the external manual
discount to the SO invoice.
At the end of activity, you will make the discounts inactive.
System Preparation
Step 1: Creating Discount Codes

To configure the automatic discounts for the GoodFood One Restaurant customer, do the following:
2. Click Add Row on the form toolbar, and specify the following settings in the added row:
• Discount Code: GRITD00000
• Description: Group-item discount for grapefruit and oranges (5% for 100
units)
• Manual: Cleared
• Last Number: GRITD00000
With these settings, the discounts of this discount code are group discounts that are applicable to specific
items. Because the Manual check box is cleared (the default setting for the row), these group discounts will
be applied automatically to applicable lines of a document.
4. Again click Add Row on the form toolbar, and specify the following settings in the added row:
• Discount Code: DOCD00000
• Description: Unconditional document discount (4% for $300)
• Applicable To: Unconditional
• Manual: Cleared
• Last Number: DOCD00000
With these settings, discounts of this discount code are unconditional discounts that are applicable to
the entire document if the amount of goods sold equal or exceeds $300. Because the Manual check box
is cleared (the default setting), these document discounts will be applied automatically to applicable
documents.
6. Again click Add Row on the form toolbar, and specify the following settings in the added row:
• Discount Code: LINED00000
• Description: Line-item discount for apples ($5 for every 20 units)
• Manual: Cleared
• Last Number: LINED00000
With these settings, discounts of this discount code are line discounts that are applicable to specific items.
Because the Manual check box is cleared, these line discounts will be applied automatically to applicable
lines of a document.
Step 2: Defining the Automatic Group-Item Discount

To define the automatic group discount for particular stock items (ORANGES and GRAPEFRUIT), do the following:
1. On the Discounts (AR209500) form, add a new record.
• Description: Group-item discount for grapefruit and oranges (5% for 100
units)
With these settings, the discount (of the discount code GRITD00000, which you defined for group discounts
that are applicable to specific items sold) is by percent, with break points by quantity.
the added row:
• Pending Date: 1/30/2023 (inserted by default)
4. On the Items tab, click Add Row on the table toolbar, and select ORANGES in the Inventory ID column.
5. Add another row, and in the Inventory ID column, select GRAPEFRUIT.
With the settings you have specified, the 5% discount will be applied to a group of lines of a sales document
if the total quantity of the ORANGES and GRAPEFRUIT items is equal to 100 or more than 100.
Step 3: Defining the Automatic Unconditional Document Discount

To define the automatic document discount, do the following:
• Description: Unconditional document discount (4% for $300)
With these settings, the discount (of the discount code DOCD00000, which you defined for documents) is by
percent, with break points by amount.
the added row:
This means that the 4% discount will be applied to the sales document if the total amount of the document
is equal to $300 or more.
Step 4: Defining the Automatic Line-Item Discount

To define the automatic line-item discount that applies to every 20 units of particular items (APPLES), do the
following:
• Prorate Discount: Selected
• Description: Line-item discount for apples ($5 for every 20 units)
With these settings, the discount (of the discount code LINED00000, which you defined for line discounts
that are applicable to specific items) is by amount, with break points by quantity.
the added row:
4. On the Items tab, click Add Row on the table toolbar, and in the Inventory ID column, select APPLES.
With these settings specified, the $5 discount will be applied to the line of the sales document containing
the APPLES item for every 20 units. For example, if 23 items are ordered, $5 will be applied, and if 45 items
are ordered, $10 will be applied.
Step 5: Making the Pending Discounts Effective

In this step, you will make multiple pending discounts effective at the same time. Do the following:
1. Open the Update Discounts (AR502500) form.
2. In the Max. Pending Discount Date, select 1/30/2023.
The system displays a list of discount codes whose pending discount date is the same as or later than the
current date.
3. In the table, select the unlabeled check boxes in the rows with the DOCD00000, GRITD00000, and LINED00000
discount codes (as shown in the following screenshot).
Figure: Updating of multiple discounts
4. On the form toolbar, click Process. Aer processing has completed, close the Processing dialog box. Notice
that in the Last Update Date column, the current date 1/30/2023 has appeared for the processed discounts.
5. Open the DOCD00000, GRITD00000, or LINED00000 discount code on the Discounts (AR209500) form. On the
Discount Breakpoints tab, for the sequences DOCD00001, GRITD00001, or LINED00001 accordingly notice
that the system has cleared the Pending Date column and that the Effective Date column now contains the
current date 1/30/2023.
Step 6: Creating an SO Invoice with Discounts

To create an SO invoice for testing purposes and explore how the discounts are applied to it, do the following:
1. On the Invoices (SO303000) form, add a new record.
• Order Type: Invoice
• Date: 1/30/2023 (inserted by default)
• Description: Selling fruit for COFFESHOP
• Branch: RETAIL
• Inventory ID: APPLES
• Location: MAIN
• Quantity: 50
• UOM: LB
• Unit Price: 2.5
4. Again click Add Row on the table toolbar, and specify the following settings in the in the added row:
• Branch: RETAIL
• Inventory ID: ORANGES
• Location: MAIN
• Quantity: 60
• UOM: LB
5. Again click Add Row on the table toolbar, and specify the following settings in the added row:
• Branch: RETAIL
• Inventory ID: GRAPEFRUIT
• Location: MAIN
• Quantity: 60
• UOM: LB
7. On the Details tab, review the line with LINED00000 in the Discount Code column.
In the Discount Amount column, you can see that the line discount is $10 for the apples. This is because the
break point quantity is 20 units of measure (UOMs) and the COFFESHOP company has ordered 50 units (so
the 20-unit discount of $5 was applied twice) as shown in the following screenshot.
Figure: Line-item discount applied to the SO invoice
8. Go to the Discounts tab. Notice that the system has applied the automatic group discount (GRITD00000),
which is 5% of the total cost of fruit (oranges and grapefruit) or $10.35. In addition, the system has applied
the automatic document discount (DOCD00000) of 4% of the discountable amount ($311.65) because the
amount exceeds $300: 4% of $311.65 is $12.47 as shown in the following screenshot.
Figure: Group and document discounts applied to the SO invoice
Step 7: Applying the External Manual Discount

To apply the external manual discount to the SO invoice, while you are still viewing the SO invoice on the Invoices
(SO303000) form, do the following:
1. On the table toolbar of the Discounts tab, click Add Row and specify 3 in the Discount Percent column.
3. Review the discount amount that the system has applied to the SO invoice, which is $9.35.
Also, notice that the balance of the SO invoice has decreased from $325.73 to $315.55 (see the following
screenshot):
Figure: Applying of the external manual discount
4. Close the Invoices form. You do not need to process this SO invoice; you created it solely to test how the

Now you will make the discounts that you created in this lesson inactive so that they will not affect other
documents later. Do the following:
• Sequence: GRITD000001
• Sequence: DOCD000001
• Sequence: LINED000001
10.Save your changes.
Part 3: Vendor Prices | 78
Part 3: Vendor Prices
Vendor Prices: General Information
By maintaining vendor price lists in your system, you can take advantage of promotional prices and volume-based
offers when planning your purchases and order items for the best available prices.
Learning Objectives
You will learn how vendor prices are defined in Acumatica ERP and how you can upload a vendor price list by using
a vendor price worksheet.
In Acumatica ERP, you can maintain vendor prices for both non-stock items and stock items. Configuring vendor
prices for stock items is possible only if the Inventory feature is enabled on the Enable/Disable Features (CS100000)
form.
Vendor Price Types

Regular Vendor Prices
Regular vendor prices are the most basic type of vendor prices supported in Acumatica ERP. Any price that is not
promotional is considered regular.
To define a regular vendor price, you specify the following parameters on the Vendor Prices (AP202000) form: the
vendor who provided the price, the item to which the price is applicable, the unit of measure in which the item is
purchased, the price and the start date on which the price becomes effective. Regular prices do not necessarily
have an expiration date. Those that do, are not applicable aer that date. You can also import a price list with
regular vendor prices by using the Vendor Price Worksheets (AP202010) form.
Promotional Vendor Prices
If some of your vendors use promotions, in Acumatica ERP, you can enter promotional vendor prices—that is,
temporary prices for specific items. Such prices have expiration dates, and they are not applicable aer the
expiration date.
To enter promotional prices, you select the Promotional check box for each price record on the Vendor Prices form.
You can also import the promotional price list by using the Vendor Price Worksheets form and mark all the prices as
promotional by selecting the Promotional check box of the worksheet.
UOM-Specific Vendor Prices
If some of your vendors maintain prices in multiple units of measure (UOMs), you can define a price record for an
item in each of these UOMs on the Vendor Prices form. You can also import a list with prices defined in multiple
UOMs by using the Vendor Price Worksheets form.
A unit of measure is a required parameter for vendor prices of all types. When you a create a price record, you
specify the UOM to which the price is applicable. Each UOM in which the item is purchased requires a new vendor
price record to be created.
Volume-Dependent Vendor Prices
If the Volume Pricing feature is enabled on the Enable/Disable Features (CS100000) form, you can enter information
about a particular vendor's price tiers by using the Vendor Prices form. You can enter tiers by specifying for each tier
a break quantity, a price, and a date when the price should be in effect.
Warehouse-Specific Vendor Prices

If the Multiple Warehouses feature is enabled on the Enable/Disable Features form, you can define warehouse-
specific prices. If a warehouse is not specified for a price, this price applies to all warehouses. The system does
not use warehouse-specific prices in accounts payable documents, because these documents do not include
warehouse information.
Vendor Prices: Uploading Vendor Price Lists
In Acumatica ERP, users can update vendor prices in a variety of ways. You can modify existing vendor price
records one by one on the Vendor Prices (AP202000) form, for example, if you need to make only minor updates to
individual price records, or use vendor price worksheets to upload or update multiple vendor price records at once
on the Vendor Price Worksheets (AP202010) form.
Learning Objectives
You will learn how to upload a vendor price list to Acumatica ERP by using vendor price worksheets.
Vendors share their product information by sending electronic versions of their catalogs or their price lists, or by
making them available for download from their websites. Generally, some price lists include prices intended for all
clients, others intended for those who buy occasionally, or those who buy in large volumes. If your company is a
preferred customer of a specific vendor or buys in large volumes, the vendor might offer wholesale prices or special
prices to your company on particular items or on its entire inventory.
Methods of updating vendor prices described in this section are applicable to both regular and promotional vendor
prices maintained on the Vendor Prices (AP202000) form and the Vendor Price Worksheets (AP202010) form. These
include prices defined for both stock items and non-stock items.
Depending on the type of the items (non-stock items or stock items) and the kind of vendor prices you want to work
with, additional features might need to be enabled on the Enable/Disable Features (CS100000) form as follows:
• In order to be able to maintain vendor prices for stock items, you must enable the Inventory feature in the
system.
• Warehouse-specific prices can only be maintained if the Multiple Warehouses feature is enabled.
• Volume-dependent vendor prices are supported if the Volume Pricing feature is enabled.
Uploading Vendor Price Lists Using Vendor Price Worksheets

In Acumatica ERP, you can upload price lists (or enter them manually) for each vendor separately by using the
Vendor Price Worksheets (AP202010) form. Uploading an Excel file with the prices that you have received from a
vendor is the most common way of maintaining vendor prices.
Prices defined in a worksheet become effective only aer you release the worksheet (on a date specified as the
effective date). Before the worksheet is released, you can edit records in it.
Price Retention Settings

You can specify how the system keeps the history of vendor prices on the Accounts Payable Preferences (AP101000)
form:
• Keep only one previous price and update the previous price every time a new price is released.
• Keep the history of prices for the specified number of months.
When you add a new price, the system preserves the previous price. For new documents, the system inserts the
price effective on the document date.
For a non-stock item, the system also saves the last vendor price that you have used for the item in the vendor's
bills. Vendors' last prices for the non-stock item are shown on the Vendors tab of the Non-Stock Items (IN202000)
form. When you create a bill, if there is no promotional or regular price for the item, the system inserts the last
vendor price that has been used in a previously released bill (if any) for that vendor. If there is no such price for the
item, the system suggests the standard cost, which you can specify for the non-stock item on the Price/Cost tab
of the Non-Stock Items form. For more information on vendor price priorities, see Vendor Prices: Automatic Price
Selection.
Vendor Prices: Automatic Price Selection
Multiple prices of different types might be effective for an item at a particular time. When a user selects an item in
a document line (or modifies the item's quantity), the system searches for an applicable price of the item that is
effective on the date of the document. The system bases this search on the price search priority (highest to lowest)
and stops searching when it finds an applicable price. The search for the item's price proceeds as follows:
1. The system searches for a promotional price for the item in the following order:
a. A price specified for the item with the unit of measure that is selected in the document line. If multiple
warehouses are defined in the system, the price specific to the warehouse selected in the document has
a higher priority than the price that is not specific to a warehouse.
b. A price specified for the item with its base unit of measure. If multiple warehouses are defined in the
system, the price specific to the warehouse selected in the document has a higher priority than the price
that is not specific to a warehouse.
2. The system searches for a regular price for the item in the following order:
a. A price specified for the item with the unit of measure that is selected in the document line. If multiple
warehouses are defined in the system, the price specific to the warehouse selected in the document has
a higher priority than the price that is not specific to a warehouse.
b. A price specified for the item with its base unit of measure. If multiple warehouses are defined in the
system, the price specific to the warehouse selected in the document has a higher priority than the price
that is not specific to a warehouse.
3. The system searches for a last vendor price for the item in the following order:
a. A price specified for the item with the unit of measure that is selected in the document line
b. A price specified for the base unit of measure
4. The system searches for the statistical last cost of the item for the warehouse specified in the document.
5. The system searches for the last cost of the item.
Once the system finds an applicable price, it stops the search and inserts this price into the document line, but you
can override this price. The price search priority is illustrated in the following diagram.
Figure: Search priority for vendor prices
Vendor Prices: To Upload a Price List and Explore Price Selection
In this activity, you will learn how to upload vendor price lists with regular prices and promotional prices and
analyze how the system suggests vendor prices in bills and purchase orders.
Story
Suppose that, to make work with vendor documents easier, the SweetLife Fruits & Jams company decided to create
a catalog of vendor prices for non-stock items. The system should be able to automatically suggest the vendor price
of a specific non-stock item when a user enters this item in a line of a purchase order. SweetLife ordered advertising
services from the Blueline Advertisement agency (BLUELINE) before, and wants to keep these prices in the system.
Also, the agency offers prices that depend on the number of purchased hours of consulting services:
• $110/hour for 0 to 4 hours of consulting services
• $100/hour for 5 to 9 hours of consulting services
• $90/hour for 10 or more hours of consulting services
On 1/30/2023, the marketing manager of SweetLife decided to purchase consulting services from Blueline
Advertisement agency and you, acting as a SweetLife accountant, need to create a purchase order for this agency in
the system.
• On the Non-Stock Items (IN202000) form, the CONSULT, CAMPAIGN, and ADVERT non-stock items have been
created.
• On the Vendors (AP303000) form, the BLUELINE vendor has been created.
Process Overview
You will create a list of regular prices on the Vendor Price Worksheets (AP202010) form. You will then configure
the price retention settings on the Accounts Payable Preferences (AP101000) form, and then, on the Vendor Prices
(AP202000) form, you will analyze how the system keeps a history of vendor prices depending on the selected
settings.
You will create a list of vendor prices broken down by item quantity on the Vendor Price Worksheets form and
review how the system suggests such prices when you create a purchase order for the vendor on the Purchase
Orders (PO301000) form. You will configure the standard cost for an item on the Non-Stock Items (IN202000) form,
and then analyze how the system suggests the last purchase price and standard cost on the Purchase Orders form.
Finally, you will add a promotional price for this vendor on the Vendor Prices form, create a purchase order for this
vendor on the Purchase Orders form, and analyze how the system suggests the vendor prices.
System Preparation
1. Download the PricesAndDiscounts_VendorPrices_BLUELINE_2023_01_01.xlsx,
PricesAndDiscounts_VendorPrices_BLUELINE_2023_06_01.xlsx, and
PricesAndDiscounts_VendorPrices_BLUELINE_2023_09_01.xlsx files to your computer.
2. To prepare to perform the instructions of this activity, in the upper-right corner of the top pane of the
Acumatica ERP screen, make sure that the business date in your system is set to 1/30/2023. If a different date
is displayed, click the Business Date menu button and select 1/30/2023. For simplicity, in this activity, you
will create and process all documents in the system on this business date.
Step 1: Enabling the Needed Features

To enable the Vendor Discounts and Volume Pricing features, do the following:
1. Open the Enable/Disable Features (CS100000) form.
2. On the form toolbar, click Modify.
3. Locate the Volume Pricing check box under the Finance section and select the check box.
4. Locate the Vendor Discounts check box under the Advanced Financials section and select the check box.
5. On the form toolbar, click Enable.
Step 2: Uploading a List of Regular Prices for the Vendor

To upload a list of regular vendor prices, do the following:
1. Open the Vendor Price Worksheets (AP202010) form.
2. Click Add New Record on the form toolbar, and specify the following settings in the Summary area:
• Description: Regular prices of Blueline Advertisement

5. In the window that opens, find the PricesAndDiscounts_VendorPrices_BLUELINE_2023_01_01.xlsx file and
7. In the Common Settings dialog box, which opens while you are uploading the worksheet, leave the default
settings and click OK.
8. In the Columns dialog box, which opens next, leave the default column mapping and click OK.
9. Make sure that the worksheet contains five lines and save the worksheet.
10.On the form toolbar, click Remove Hold, and then click Release to release the worksheet and make the
prices effective in the system. The prices from the worksheet will be suggested in documents starting on
1/1/2023.
Step 3: Analyzing How the System Keeps the History of Prices

To analyze how the system keeps the history of vendor prices, do the following:
1. Open the Accounts Payable Preferences (AP101000) form.
2. On the Pricing tab, make sure that Last Price is selected in the Retention Type box.
This is the default setting, which means that the system keeps both the new price defined in the worksheet
and the previous regular price.
4. On the form toolbar, click Add New Record, and specify the following settings for a worksheet effective
starting on 6/1/2023:
7. In the window, which opens, find the PricesAndDiscounts_VendorPrices_BLUELINE_2023_06_01.xlsx file and
9. In the Common Settings dialog box, which opens while you are uploading the worksheet, leave the default
10.In the Columns dialog box, which opens next, leave the default column mapping and click OK.
12.On the form toolbar, click Remove Hold, and then click Release on the form toolbar to release the
worksheet and make the prices effective in the system.
13.Open the Vendor Prices (AP202000) form.
14.Clear the Effective As Of box.
15.In the table, review the prices that are now defined in the system for the non-stock items.
The prices that you uploaded in Step 1 expire on 5/31/2023, because you have uploaded new prices effective
from 6/1/2023.
16.Open the Vendor Price Worksheets form again and, on the form toolbar, click Add New Record and specify
the following settings for a worksheet effective starting on 9/1/2023:

17.On the table toolbar, click Load Records from File.
18.In the File Upload dialog box, which opens, click Choose file.
19.In the window that opens, find the PricesAndDiscounts_VendorPrices_BLUELINE_2023_09_01.xlsx file and
20.In the File Upload dialog box, click Upload.
21.In the Common Settings dialog box, which opens while you are uploading the worksheet, leave the default
22.In the Columns dialog box, which opens next, leave the default column mapping and click OK.
24.On the form toolbar, click Remove Hold, and then click Release to release the worksheet and make the
prices effective in the system.
25.Open the Vendor Prices (AP202000) form.
26.In the Vendor box of the Summary area, select BLUELINE.
27.In the Inventory ID box, select ADVERT.
28.Clear the Effective As Of box and, in the table, review how the system has updated the prices.
The system has kept two prices—the most recent price ($45) effective from 9/1/2023 and the previous price
($30) that expired on 8/31/2023.
The system sets the expiration date automatically if you release a new price from a worksheet. If you add a
new price directly on the Vendor Prices form, you have to specify the expiration date for the previous price
manually.
Step 4: Creating a List of Vendor Prices Broken Down by Item Quantity

To create a list of vendor prices broken down by item quantity, do the following:
• Description: Volume-based prices (consulting)
3. On the table toolbar, click Add Row, and specify the following settings for 0 to 4 hours of consulting
services:
• Vendor: BLUELINE
• Inventory ID: CONSULT
• UOM: HOUR
• Break Qty: 0.00
• Pending Price: 110.00
4. On the table toolbar, click Add Row, and specify the following settings for 5 to 9 hours of consulting
services:
• UOM: HOUR
• Break Qty: 5.00
5. On the table toolbar, click Add Row, and specify the following settings for 10 and more hours of consulting
services:
• UOM: HOUR
• Break Qty: 10.00
6. On the form toolbar, click Remove Hold, and then click Release to release the worksheet.
7. Open the Purchase Orders (PO301000) form.
• Type: Normal
• Date: 1/30/2023
• Description: Consulting services
9. On the Details tab, click Add Row on the table toolbar, and specify the following settings for 1 hour of
consulting services:
• Order Qty.: 1
10.Click Add Row on the table toolbar, and specify the following settings for 5 hours of consulting services:
• Order Qty.: 5
11.Click Add Row on the table toolbar, and specify the following settings for 12 hours of consulting services:
• Order Qty.: 12
Depending on the quantity, the system suggests the different unit costs that you configured for these
quantities.
You do not need to save or process this purchase order. You created it solely to test how the
vendor prices are selected.
Step 5: Analyzing How the System Suggests the Last Purchase Price and Standard Cost
To analyze how the system suggests the last purchase price and standard cost, do the following:
1. Open the Non-Stock Items (IN202000) form.
2. In the Inventory ID box, select CAMPAIGN.
3. On the Price/Cost tab, specify 390 in the Pending Cost box in the Standard Cost section and 1/20/2023 in
the Pending Cost Date box.
4. On the More menu (under Other), click Update Cost.
• Type: Normal
• Date: 1/30/2023
• Description: Advertising campaign
• Inventory ID: CAMPAIGN
• Order Qty.: 1
In the Unit Cost column, the system has suggested the $390 standard cost because there is no regular or
promotional price effective for this vendor on the specified date.
8. In the Unit Cost column, change the value to 350 and save the purchase order.
9. On the form toolbar, click Remove Hold, and then on the More menu (under Processing), click Enter AP
Billto create an AP bill for the order.
10.On the Bills and Adjustments (AP301000) form, which opens, click Remove Hold, and then on the form
toolbar, click Release to release the bill.
11.Open the Non-Stock Items (IN202000) form.
12.In the Inventory ID box, select CAMPAIGN.
13.On the Vendors tab, review the information displayed on the tab. The last purchase price ($350) has been
saved in the Last Vendor Price column for the BLUELINE vendor.
14.Open the Bills and Adjustments (AP301000) form.
15.On the form toolbar, click Add New Record, and specify the following settings in the Summary area:
• Type: Bill
• Date: 1/30/2023
• Description: Advertising campaign
16.On the Details tab, click Add Row on the table toolbar, and specify the following settings in the added row:
• Inventory ID: CAMPAIGN
• Quantity: 1
In the Unit Cost column, the system has suggested the last purchase price, which is now $350, because
there is no regular or promotional price effective for this vendor on the specified date.
You do not need to save or process this bill. You created it solely to test how the purchase price
is suggested.
Step 6: Adding a Promotional Price and Creating a Purchase Order

To add a promotional price for the BLUELINE vendor and create a purchase order, do the following:
1. Add a promotional price of $95/hour for the consulting services as follows:
a. Open the Vendor Prices (AP202000) form.
b. On the table toolbar, click Add Row, and specify the following settings in the added row:
• UOM: HOUR
• Price: 95.00
c. On the form toolbar, click Save to save the price.
3. On the form toolbar, click Add New Record, and specify the following parameters in the Summary area:
• Type: Normal
• Date: 1/30/2023
• Description: Consulting services
• UOM: HOUR
• Order Qty.: 2
5. On the form toolbar, click Save to save the purchase order.
Because the system contains a vendor price for this non-stock item for the BLUELINE vendor, the system has
copied this price ($95) to the Unit Cost column. This is a promotional price for this vendor that you have set
up in this step, it is effective from 1/1/2023 to 3/31/2023 and overrides the regular vendor price defined in the
system.
6. In the Date box in the Summary area, change the date to 4/30/2023.
7. In the Warning message that opens, click Yes.
10.Review the value in the Unit Cost column.
The unit cost of this item has changed to $110, because it is a regular vendor price for 0 to 4 hours of
consulting services, which you set up in Step 3, as shown in the following screenshot.
Figure: Unit cost aer the price recalculation

You do not need to save or process this purchase order. You created it solely to test how the
unit costs are suggested.

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End-User Course

Prices and Discounts

Vendor Prices: Automatic Price Selection...................................................................................................... 80

© 2023 Acumatica, Inc.

ALL RIGHTS RESERVED.

Soware Version: 2023 R1

How to Use This Course

What Is in This Guide

Which Training Environment You Should Use

What the Documentation Resources Are

How to Create a Tenant with the U100 Dataset

Which Credentials Should Be Used

Which License You Should Use

SweetLife Company Sales and Services

Part 1: Sales Prices

Lesson 1.1: Reviewing Sales Prices and Exploring Price Selection

Sales Prices: General Information

Sales Price Types

Sales Prices: To Review Existing Prices

Step 1: Viewing Sales Prices for a Particular Customer

Figure: The price specified for the COFFESHOP customer

Step 2: Viewing Sales Prices for a Customer Price Class

Step 3: Viewing an Item's Base Prices

Figure: The base price of the ONLCOURSE non-stock item

Step 4: Viewing an Item's Promotional Prices

Figure: The promotional price of the OFLCOURSE non-stock item

Step 5: Viewing the Default Price of an Item

Figure: The default price of the INSTALL non-stock item

Automatic Price Selection: Rules of Price Selection

Price Selection Rules

Figure: Search priority for sales prices

Automatic Price Selection: To Explore Regular and Promotional Prices

Step 1: Specifying Price Class for the ABAKERY Customer

Step 2: Creating an AR Invoice for the COFFEESHOP Customer

Step 3: Creating an AR Invoice for the GOODFOOD Customer

Step 4: Creating an AR Invoice for the ABAKERY Customer

Step 5: Creating an AR Invoice with a Promotional Price

Automatic Price Selection: To Explore UOM-Specific Prices

Step 1: Viewing Existing Prices for a Particular Item

3. Open the Stock Items (IN202500) form.

Step 2: Creating a Sales Order

Step 3: Defining a Sales Price for a Particular Unit of Measure

Step 4: Updating the Prices in the Sales Order

5. On the form toolbar, click Save.

Automatic Price Selection: To Explore Warehouse-Specific Prices

Step 1: Viewing Sales Prices for a Particular Warehouse

Step 2: Defining a Sales Price of a Particular Item at the Wholesale Warehouse

Step 3: Creating a Sales Order

1. Open the Sales Orders (SO301000) form.

5. On the form toolbar, click Save to save the sales order.

Automatic Price Selection: To Explore Volume-Based Prices

Step 1: Viewing the Sales Prices of a Particular Stock Item

Step 2: Defining Volume-Based Prices for a Particular Stock Item

Step 3: Creating a Sales Order

Figure: The suggested unit price based on the ordered quantity

Lesson 1.2: Uploading a Sales Price List

Uploading Sales Price Lists: General Information

Uploading Sales Price Lists By Using Sales Price Worksheets

Sales Price Retention