Customizing Resource Line Discounts per Customer, Customer Price Group or Campaigns

You can assign specific line discounts per customer, customer price group, campaigns, or all customers to a resource. This means that certain resources can be assigned line discounts for different sales types.

To customize line discounts for resources, proceed as follows:

1. Define individual line discounts in the resource card
2. Enable the function Advanced Pricing for a service order type in the service order types

Define resource line discount

• Use the quick search in TRASER DMS 365 to find the page Resources.
• A new window is displayed with the already predefined resources.
• Select a resource.
• Select Process > Discounts from the menu bar.
• A new page opens in which you can specify more detailed settings for the resource line discounts.

• In the column Sales Type, enter for who the resource line discount is to apply (customer, customer discount group, all customers, or campaign).
• In the column Sales Code, enter the required value (for example, customer number or campaign number).
• In the column Type, select whether you want the resource line discount applied to a particular resource or resource group, or to all resources.
• In the column Code, select the required resource or resource group.
• In the column Unit of Measure Code, enter the unit of the resource.
• In the column Line Discount %, enter the desired price.

• Closing the page will apply the changes.

Enabling Advanced Pricing In Service Order Types

• Use the quick search in TRASER DMS 365 to find the page Service Order Types.
• You will see the page with the already predefined service order types.
• Activate the field in the column Advanced Pricing for the service order type for which you want to allow adjusted resource unit prices.

Example using a service order

Once you have set up lines discounts for a resource and have activated the function Advanced Pricing for a service order type, you can work with the resource line discounts in service documents. This example illustrates working with resource line discounts using a service order.

• Use the quick search in TRASER DMS 365 to find the page Service Orders.
• You will see the page with the already predefined service orders.
• Create a new service order or open an existing service order.
• Under General in the field Service Order Type, enter the service order type for which you have activated the function Advanced Pricing.
• Under Lines, select an existing service item line or create a new line.
• Under Lines, select Line > Service Item Worksheet from the menu bar.

• The service item worksheet of the previously selected service item line opens.

• Under Lines, select Resource from the column Type.
• In the column No., enter the resource for which you have previously defined the resource line discount.
• The defined resource line discount is then automatically entered in the column Line Discount %.