Curious on how other companies handle giving disco...
# generaln
Noel B
08/15/2023, 4:12 PMCurious on how other companies handle giving discounts on Sales Orders that might push it into the negatives. We use Salesforce with a Celigo connector. The sales team is planning on giving a 50% discount on a product, but the customer can select this before their full term contract is up, lets say 12 months. So this would mean that a order from Salesforce would be pushed over with a discount that would make the total sales order being sent be negative. NetSuite doesn't allow this. Please note we don't use Suitebilling, just regular Sales Orders.
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Tyler Lamparter
08/15/2023, 5:09 PMDo your customers prepay so by sending into negative you would need to give a refund? Or should the order just be $0?
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Karina
08/15/2023, 5:19 PMUsually in cases like this the full payment is required in the beginning of the contract without a refund option (this is all stated in the contract). In other words, first they pay the bill that includes the discount, they everything else… If this is not an option you may want to set up your connector (Boomi, Celigo) to have IF… THEN logic such as if order is negative then make it $0
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Noel B
08/15/2023, 5:34 PMSo the ideal case is that the customers prepay, but this special for the 50% discount they can sign up in the middle of the contract for. So they have already paid and then the order for 50% is an amendment in Salesforce.
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Karina
08/15/2023, 5:51 PMI do not get it. 50% is 50%, that is to me it does not matter when the start, it is 50% from that point, no?
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Noel B
08/15/2023, 5:54 PMYeah, trying to clarify this point too. Because the more I think about it the more it doesn't make sense.
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Noel B
08/15/2023, 7:26 PMSo from an explanation it is when we get a net new item via amendment. So a whole new SKU onto the initial contract. If we sell a new product on a contract with 6 months remaining for $60k for the total of 18 months (6+12 months) we don't want to apply that 50% discount of $30k all on the 3 month amendment, we want to apply just $10,000 ((60k/18mo) * 6mo) on the first amendment and then the remaining 20k discount on the next renewal contract that will grab every sku that is part of that contract.
The more we think about this the more it sounds like a Salesforce problem and not a NetSuite problem.
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Karina
08/15/2023, 8:27 PMit looks like you have ARM. this process in NS needs to replicate what SFDC has. CPQ must drive this process, and NS - just like you said - merely reflects it. If there is an amendment (not a 50% discount :)) then NS process really depends on what exactly the amendments says (full cancellation and replacement, partial cancellation, extension, quantity change, etc., etc., etc.) this is called contract modification, btw and is entirely driven by SFDC
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