Pricing and discount field guide

Pricing determines the commercial value before tax and settlement. OSERP must explain which list, contract, currency, UoM, quantity tier, promotion, discount, and override produced a line price. A price change should not rewrite historical orders or invoices.

Price-list header fields

Open Sales → Pricing → Price Lists → New.

Field	Example	Purpose and impact
Price-list code	HOSP-UAE-2026	Stable selection key
Description	Hospital contract rates	User explanation
Company	Demo Retail Group LLC	Scope
Currency	AED	Amount basis
Customer group	Hospitals	Eligibility
Effective from/to	2026-01-01 / 2026-12-31	Version validity
UoM basis	PACK	Conversion
Tax inclusive	No	Total calculation
Rounding	0.01 AED	Precision
Approval status	Approved	Use gate
Owner	Commercial manager	Accountability
Active	Yes	Future selection

Price lists may be customer, segment, channel, branch, currency, or contract-specific. Effective date and company scope are mandatory for deterministic selection.

Price-line fields

Field	Example	Purpose and impact
Item/service	MED-INS-100	Product identity
Customer/segment	Al Noor Hospital	Eligibility
Quantity from/to	1–499 packs	Tier boundary
Unit price	AED 85.00	Gross line value
Currency	AED	Settlement basis
UoM	PACK	Quantity interpretation
Minimum margin	18%	Approval threshold
Promotion	Q4-HOSP-5	Discount provenance
Effective dates	2026-09-01 to 09-30	Temporal rule
Tax category	Standard	Tax default
Status	Draft/approved	Use gate

For 500 packs at AED 82 and 1,000 packs at AED 79, the selection rule must state whether the boundary is inclusive. A price line without effective date or UoM creates ambiguity.

Customer contracts and rebates

Contract fields include customer, item group, rate, currency, validity, minimum volume, rebate percentage, settlement period, credit terms, freight, tax, approval, and termination. Rebates may accrue on shipped or paid volume. Store basis, calculation, and evidence.

A 3% quarterly rebate on AED 500,000 shipped creates AED 15,000 accrual or credit according to policy. A credit note references source deliveries and contract version. It should not change the original line price.

Promotions and bundles

Promotion fields include code, channel, item/customer eligibility, start/end, quantity, discount type, cap, stacking rule, funding owner, tax behavior, approval, and status. A bundle records component items, ratio, price allocation, stock rule, and revenue allocation.

Stacking must be deterministic. If a 5% contract discount and AED 100 campaign apply, show order of operations and resulting taxable base. A promotion expired at midnight should not apply to an order dated the next day.

Currency and conversion

Price currency, transaction currency, rate source, rate date, and rounding are visible. If a USD price of 25 converts at 3.6725, functional value is AED 91.8125 and rounds per configured policy. Do not use a customer-specific exchange rate to conceal margin loss.

Discount and override control

Order discounts record list price, negotiated price, percentage, amount, reason, margin before/after, salesperson, approver, expiry, and source contract. A salesperson may discount up to 5%; 8% requires manager; below minimum margin requires CFO.

An override is an event, not an edited master. It references original rule, new value, reason, evidence, actor, and approver. Posting revalidates price and approval because an effective date or cost may have changed.

Margin and cost basis

Margin checks use standard, moving-average, FIFO, or configured cost plus freight/duty where applicable. Show list value, discount, net revenue, estimated cost, gross margin, and margin percent. A discount can be valid while margin is unacceptable; route both rules.

For list AED 85, 5% discount, and cost AED 68, net price AED 80.75 and gross margin AED 12.75 per pack (15.79%). A customer contract may allow it; a campaign may not.

Pricing lifecycle and audit

Statuses are draft, submitted, approved, active, expired, superseded, and cancelled. Version fields include author, approval, effective date, reason, and source. Historic documents retain selected price, promotion, currency rate, and version.

Audit records list resolution, fallback, override, margin, approval, user, timestamp, source document, and correlation ID. Reports show price overrides, expired rules used, negative margin, and rebate accruals.

API mapping

Price APIs use immutable list and line IDs, company, currency, item, customer/segment, UoM, quantities, dates, tax, margin, and idempotency key. Quote/order responses should return selected rule and price trace.

{"priceListId":"hosp_uae_2026","companyId":"company_uae","customerId":"cus_alnoor",
 "itemId":"med_ins_100","uom":"PACK","quantity":"500","currency":"AED",
 "effectiveDate":"2026-09-17","result":{"unitPrice":"82.00","rule":"tier-500","discount":"0"}}

Practice checklist

Create general, hospital, and export price lists; add quantity tiers, UoM conversion, promotion, rebate, currency, margin floor, salesperson override, approval, and expiry. Create an order at each boundary, compare resolution, invoice, accrue rebate, and reconcile to margin. Explain every field, precision, effective date, owner, permission, status, tax, FX, API ID, and audit event.

Related: Sales Order field guide, Business Partner field guide, Inventory field guide, Tax field guide, and API cookbook.