Condition records
A condition record is a rate or amount for a condition type, bound to a specific key (customer, product, category, sales channel…). When a document is created, the type's access sequence searches the records from specific to general; the first matching record is applied:
- A record of the item discount type flows into the line's price proposal (a percentage or an amount per unit).
- A record of the freight and surcharge types flows into the document as a charge.
A record is a price; it is managed with the price list permissions.
Screen/erp/sales/condition-recordserp-sales-price-lists.view (görme) · .create (yeni kayıt) · .edit (düzenleme)Record list
- 1New Condition Record — needs a type with an access sequence
- 2Condition type filter
- 3Key — customer, product, category…
- 4Rate or amount
Columns: Tür (Type), Anahtar (Key), Kapsam (Scope; the key's value: customer, product, category or "Her
belge" — Every document), Oran / Tutar (Rate / Amount), Eşik (Threshold; < tutar — while the item net is below
this amount), Geçerlilik (Validity; if empty, "Süresiz" — Unlimited), Durum (Status; Aktif — Active · Pasif —
Inactive). The row's action menu contains Düzenle (Edit). Filters: Kondisyon türü (Condition type; Tüm türler —
All types) and Durum (Status; Tümü — All · Aktif — Active · Pasif — Inactive).
Records can be entered only for condition types that are not system types and have an access sequence defined. The access sequence is defined in Yönetim › Özelleştirme › Satış › Kondisyon Türleri (Administration › Customizing › Sales › Condition Types). If no type has an access sequence, Yeni Kondisyon Kaydı (New Condition Record) is disabled (tooltip: "Erişim sırası tanımlı kondisyon türü yok" — No condition type with an access sequence), and the empty list shows "Henüz kondisyon kaydı yok — önce kondisyon türüne erişim sırası tanımlayın." (No condition records yet — first define an access sequence for a condition type.) This is the case in the demo installation of the documentation environment.
New Condition Record dialog
The dialog's description: "Türün erişim sırası kaydı sırayla arar; ilk eşleşen uygulanır. Kalem iskontosu fiyat önerisine, navlun ve ek ücret belgeye iner." (The type's access sequence searches the records in order; the first match is applied. The item discount flows into the price proposal; freight and surcharges flow into the document.)
| Field | Description |
|---|---|
| Kondisyon türü (Condition type; required) | Only types with an access sequence. Cannot be changed when editing ("Kaydın türü değişmez — başka bir kayıttır." — A record's type does not change; that would be a different record.). |
| Anahtar (Key; required) | The keys in the type's access sequence, with their sequence numbers ("Numara erişim sırasındaki yeri — küçük numara önce aranır." — The number is its position in the access sequence; lower numbers are searched first.). |
| Müşteri · Ürün · Kategori · Satış kanalı · Sevk yöntemi · Satış organizasyonu (Customer · Product · Category · Sales channel · Shipping method · Sales organization) | Only the fields required by the selected key are shown. A category also covers the products in its subcategories. |
| Yüzde / Birim başına tutar / Belge başına tutar (Percentage / Amount per unit / Amount per document; required) | Depending on the type's calculation type: a percentage between 0 and 100; an amount greater than zero, with the amount per unit in the item's base unit. At most four decimal places. |
| Para birimi (Currency) | Required for an amount-based type. "Yalnız bu para birimindeki belgeye uygulanır — kur çevrimi yok." (Applied only to documents in this currency — no currency conversion.) |
| Kalem neti eşiği (Item net threshold) | Only for freight and surcharges. "Doluysa kalem neti bu tutarın ALTINDAYKEN uygulanır ("bu tutarın altına navlun")." (If filled, it is applied while the item net is BELOW this amount — "freight below this amount".) If empty, it applies at any amount. |
| Geçerlilik · Geçerlilik bitişi (Valid from · Valid to) | "Boş = sınır yok. Belgenin tarihine göre değerlendirilir." (Empty = no limit. Evaluated against the document date.) |
| Durum (Status) | Toggle: Aktif (Active) when on, Pasif (Inactive) when off. "Silme yok — pasif kayıt aranmaz." (No deletion — inactive records are not searched.) |
Keys
| Key | Item discount | Freight / surcharge |
|---|---|---|
| Customer × Product | ✓ | — |
| Product | ✓ | — |
| Customer × Category | ✓ | — |
| Category | ✓ | — |
| Customer | ✓ | ✓ |
| Sales channel | ✓ | ✓ |
| Shipping method | — | ✓ |
| Sales organization | — | ✓ |
| No key (every document) | ✓ | ✓ |
The dialog's validations:
| Message | Meaning |
|---|---|
| "Kondisyon türü seçin." | Select a condition type. |
| "Anahtar kombinasyonu seçin." | Select a key combination. |
| "Müşteri seçin." | Select a customer. |
| "Oran/tutar sıfırdan büyük olmalı." | The rate/amount must be greater than zero. |
| "Yüzde 0 ile 100 arasında olmalı." | The percentage must be between 0 and 100. |
| "Tutarlı kayıt üç harfli para birimi ister." | An amount-based record requires a three-letter currency code. |
| "Eşik sıfırdan büyük olmalı." | The threshold must be greater than zero. |
| "Geçerlilik bitişi başlangıçtan önce olamaz." | The valid-to date cannot be earlier than the valid-from date. |
Conditions on the sales order
On a line where an item discount record is applied, the discount tooltip reads "Önerilen iskonto" (Proposed discount) ("Grup iskontosu" — Group discount — if there is no record); the breakdown of an amount discount is shown in the price tooltip.