Skip to main content
Share / Export

Setting Up PO Category Discount

PO Category Discount sets vendor discounts by material category. Those percents become the standard discount when materials in that category are bought from the vendor, and they supply unit-cost defaults in PO Purchase Order Entry. Use the Job Discounts tab to override the standard rate for a specific job.

This is separate from PO Vendor Materials (per-material cost overrides). There are no effective/expiration date fields on this form.

Before you start​

  • Vendor exists in AP Vendors.
  • Material Group exists and is assigned to companies in HQ Company Setup.
  • Category exists in HQ Material Categories.
  • Price basis will be either the vendor book price in PO Vendor Materials (if one exists) or the standard material price in HQ Materials / HQMT.
  • For job overrides: JC company and a job whose company uses the same Material Group.

Steps​

  1. Open PO Category Discount (Purchase Orders → Setup / Costs and Contracts → Purchase Order → Setup and Maintenance).
  2. Enter Vendor.
  3. Enter Material Group — companies assigned this group are eligible for these discounts when buying from this vendor.
  4. Enter Category (HQ Material Categories).
  5. Enter Discount Percent — standard rate used to default cost on PO Purchase Order Entry. Cost is calculated as a discount off price (not cost): vendor book price from PO Vendor Materials if it exists, otherwise HQ Materials / HQMT standard unit price, less this percent.
  6. Optional Job Discounts grid: JC Co#, Job (must use the same Material Group), and Discount (job override percent used instead of the standard category rate for that job and vendor). Apply the same price basis (vendor book price or HQMT standard price).
  7. Save.

Hard rules​

  • If multiple companies buy from the same vendor but use different material groups, set category discounts for each group.
  • Job override company must share the Material Group on the header.
  • Help says the math is discount-off price, while field text often says the result is the default cost on PO entry — both refer to the unit cost that defaults onto the PO line.

Notes​