Applying Manual Discounts
Your ability to apply manual discounts to an order line is affected by your discounting privileges, as specified by the OE: Discounting Privilege profile option, with the availability of manual discounts. In particular:
- If the price list of an order does not have any manual discounts, then you cannot apply manual discounts.
- If the order type of an order enforces list prices, then you cannot apply manual discounts unless you have unlimited discounting privileges (i.e., the OE: Discounting Privilege profile option has a value of Unlimited).
- If the price list of an order line has manual discounts, then you can apply manual discounts unless you do not have discounting privileges (the OE: Discounting Privilege profile option has a value of None). Also, you can only apply non-overridable manual discounts if you have a Non-Overridable Only discounting privilege.
Prerequisites
If you are allowed to apply a manual discount to an order line, you can adjust the selling price only if the following conditions exist:
The order line has a list price.
The order line has no price adjustments, or only one price adjustment that references a manual discount.
To enter manual discounts in the Selling Price field:
1. Navigate to the Sales Orders window.
2. Navigate to the Selling Price field of the line to which you want to apply the discount.
3. Apply the discount by either of the following methods:
- Choose a discount from the list of values. If you use this method, Order Entry/Shipping discounts the order line using the percent specified on the discount definition.
- Enter the value that you wish the Selling Price to be and, upon exiting the Selling Price field, Order Entry/Shipping automatically displays a list of available, overridable discounts from which to choose.
Note that if your discounting privilege is Non-Overridable Only, then you can only use the first method. To use the second, you must be able to apply overridable discounts.
If you adjust the price of an order line using either method and the order line already has a price adjustment referencing a manual discount, then that discount is automatically highlighted in the list of values.
See Also
Overview of Pricing
Discounts
Price Adjustments
Discount Privileges
Defining Discounts
