Re: RE: discount calculation -- SYSTEM21

Hi Amy, 
Your last comments (about the discount not having to show on the invoice) made 
us think.  Unfortunately, we can't use your suggestion at present because we 
don't use advanced pricing and it would mean an awful lot of changes to switch 
to it, but...
If we attach the discount list to the customer on the Sales Ledger instead of 
SOP, then because a single value i.e. the invoice total, is posted to the sales 
ledger, the discount will be worked out according to this value.   
It would then require a simple change to our invoice print on the SOP side to 
calculate and output the total invoice discount, and not print the discount for 
each individual line.
Hopefully this will solve the problem.
Just have to put this to our finances people now and check its acceptable to 
them.  Don't see a reason why not though.



========================================
Message date : Jun 30 2004, 02:49 PM
>From : amyh@xxxxxxxxxxxxxxxx
To : "System 21 Users" 
Copy to : "'System 21 Users'" , system21-bounces@xxxxxxxxxxxx
Subject : RE: [SYSTEM21]    discount calculation





Peter is right. I was only thinking about discounts. If your customer
doesn't have to see the discount on the invoice, set up a price list
applied at the customer level and item level or item group level. Are you
using Advanced Pricing? That is the only one I've worked with.

Amy Harris

The ROHO Group
amyh@xxxxxxxxxxxxxxxx
1-800-851-3449, ext. 2013
1-618-277-0514




"Peter Joel" 
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Subject 
06/30/2004 06:41 RE: [SYSTEM21]    discount 
AM calculation 


Please respond to 
System 21 Users 
e.com> 






Is there an alternative to set the net price (for this customer only) to
the
discounted value, calculated as he wishes? If you're using advanced pricing
this should be straightforward and can be set for quantity breaks etc.

Peter Joel
Saltway Ltd

-----Original Message-----
From: system21-bounces@xxxxxxxxxxxx [mailto:system21-bounces@xxxxxxxxxxxx]
On Behalf Of amyh@xxxxxxxxxxxxxxxx
Sent: 29 June 2004 18:18
To: System 21 Users
Cc: system21; system21-bounces@xxxxxxxxxxxx
Subject: Re: [SYSTEM21]    discount calculation






Hello Gary,

Of course a customer can't pay a percent of a penny so the system is just
following normal rounding practice. You're only .0015 away from .21, where
as your customer wants the bigger discount of subtracting the .0085
We saw problems such as this when we initially began using System 21. We
basically have approached it in 2 ways.
1. Setting the price at a value so that when the discount is calculated,
the rounding issue is eliminated. Example instead of setting the price at
$50.25 (15% discount =$7.53750 which will round to $7.54) we would set it
at $50.200(15% discount = $7.53000) or $50.400 (15% discount=$7.56000).
This is our normal approach. This may or may not be possible for you if
you are in a very price sensitive market where pennies make a difference.
2. Educating the customer in how we calculate the prices (price times
discount, out to 5 decimal places, times quantity and then normal rounding
practice... Rounding up if the digit is 5 or more, rounding down if digit
is 4 or less.

I don't think there is any other way around this.


Amy Harris

The ROHO Group
amyh@xxxxxxxxxxxxxxxx
1-800-851-3449, ext. 2013
1-618-277-0514




Gary Shipp
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midrange.com
Subject
Re: Re: Re: Re: [SYSTEM21]
06/29/2004 11:02 discount calculation
AM


Please respond to
System 21 Users
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Finally got round to trying this out.
Unfortunately, whole order discounts still give the same issue.
Just to give an example of the problem I'm getting, I have an item with
unit price of 1.39 and a discount of 15%. If I order 1 of this item and
apply the discount, on invoicing the discount shows as .21. However, if
you calculate 15% of the price, the discount is actually .2085. It is this
value, taken to 2dp without rounding i.e. .20 that the customer is
expecting to see against the line, not the .21 that System 21 calculates.
Any more ideas or suggestions?




========================================
Message date : Jun 11 2004, 04:15 PM
>From : "Gary Shipp"
To : "System 21 Users"
Copy to :
Subject : Re: Re: Re: [SYSTEM21] discount calculation
Hi Amy,
Partial shipments aren't an issue with our operation as they don't apply.
We have a look at the order discounts and see if we can apply them.
Let you know how we get on




========================================
Message date : Jun 11 2004, 03:01 PM
>From : amyh@xxxxxxxxxxxxxxxx
To : "System 21 Users"
Copy to :
Subject : Re: Re: [SYSTEM21] discount calculation





I think the closest you can get to calculating at the invoice level is the
whole order discount ( I haven't checked to see what variances might occur
if the order is partial shipped, ie multiple invoices for the same order)
but regardless of whether the discount is based on the line value, quantity
or whole order discount, the only way System 21 calculates prices/discounts
is by taking the price times the quantity, times the discount. It uses 5
decimal places and rounds up or down as the final step. It will not apply
the discount to the single unit price, round, and then multiply by
quantity.
Amy Harris

The ROHO Group
amyh@xxxxxxxxxxxxxxxx
1-800-851-3449, ext. 2013
1-618-277-0514




Gary Shipp
et> To
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system21-bounces@
midrange.com cc

Subject
06/11/2004 05:45 Re: Re: [SYSTEM21] discount
AM calculation


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System 21 Users
e.com>






This is a combination of a rounding/decimal place issue and using different
techniques to calculate the discount.
Assume a line discount rate of 15% and a line with quantity 3, unit price
of £1.10 and gross line value of £3.30.
If you calculate the discount based on the line value and round down (as
System 21 does), you get a discount value of £0.49.
If you calculate the discount based on the unit price, round up (as a
customer is likely to) and multiply the result by the quantity, you get a
discount value of £0.51.
Perhaps another way of looking at the problem is the customer wants to
calculate discount based on the invoice gross value, rather than by the
individual lines.
This is demonstrated with an invoice on our system, for which the sum of
the line discounts is £56.02, whereas the sum of the discounts calculated
accurately (4dp) from the unit price is £56.06.
Just a thought but can discounts be calculated at invoice level within
System 21?



========================================
Message date : Jun 10 2004, 07:52 PM
>From : amyh@xxxxxxxxxxxxxxxx
To : "System 21 Users"
Copy to :
Subject : Re: [SYSTEM21] discount calculation





Gary,
I'm unclear what you mean by line price versus line value. The lines goods
value field is the unit price (with discounts applied, if any) times the
quantity.
You can have discounts based on line value, line quantity, or whole order.
Can you give an example of what is happening now vs what your customer
expects?

Amy Harris
The ROHO Group
amyh@xxxxxxxxxxxxxxxx
1-800-851-3449, ext. 2013
1-618-277-0514




Gary Shipp
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system21-bounces@ cc
midrange.com
Subject
[SYSTEM21] discount calculation
06/10/2004 04:37
AM


Please respond to
System 21 Users
e.com>






Don't use the forum for a couple of months then need to post twice in one
morning!
We have a customer complaining because they are not receiving the discount
on sales invoices that they expect.
When I look at the data, I notice that the discount being allocated to each
line is based on the line value, wheras the discounts he seems to be
expecting the discount appear to be based on the original unit price. The
resultant rounding differences explain the missing pennies he's chasing.
Is there any way to structure the discount to be based on the line price
rather than value?
TIA

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information and/or documents are intended only for the use of the 
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