Bookshelf Home | Contents | Index | Search | PDF

Siebel Sales User Guide > Quotes >

Applying a Manual Discount to a Quote

---

You can apply a manual discount to an entire quote or to any line item in a quote. If you apply a manual discount (a percentage) to an entire quote, the discount percentage applies to each line item, and the result is reflected in the price for the entire quote.

If you enter a manual discount for a line item and select the Keep Discount flag, the manual discount overrides the quote level discount for that line item. Manual price adjustments and automatic (system-applied) price adjustments function independently. The Keep Discount flag determines whether the line item or the automatic discount applies.

To prevent ePricer from automatically overwriting a manual discount the next time you click Reprice or Reprice All, make sure the Keep Discount check box is selected.

To apply a manual discount to an entire quote

Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the quote.
Click the Quotes view tab, and in the Quotes list, drill down on the hyperlink in the Name field.

The Quote form appears, showing header data for the quote.

In the Discount field of the Quote form, select the discount (a percentage value) that you want to apply to the existing quote.

The percentage discount is applied to each line item, and the Keep Discount check box is selected for each line item. Selecting the keep discount option prevents ePricer from further modifying the price after the manual discount has been applied.

To apply a manual discount to a line item in a quote

Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity with which the quote is associated.
Click the Quotes view tab.
In the Quotes list, locate the quote, and then drill down on the hyperlink in the Name field.
Click the Line Items view tab.
In the Line Items list, select the line item for the manual discount.

Discount information for the selected line item appear in the Line Items Detail form.

Discount Amount indicates the amount of any applied discount resulting from ePricer (automatic/non-manual) adjustments.

Percentage Discount indicates the percentage discount for the line item.

The Keep Discount check box is not automatically selected. The check box is selected when discounts are applied using the Quote header.

NOTE:  Manual discounts applied to the entire quote do not appear in the line item discount fields , but  they are reflected in the net price field and the Net Disc % field for the line item.

In the Line Items Detail form, enter the discount or override price that you want to apply to the selected line item.
To enter a discount percentage, use the Disc % field. This overrides other discounts.
To enter a discount amount, use the Disc Amount field. This subtracts the dollar amount from the starting price.
To enter a new price that overrides any other discounts, enter the amount in the Disc Price field. Use this field whenever you want the discount to be the final price.

If you do not select the Keep Discount option, then your manual discount is replaced by any ePricer (automatic) discounts if you click Reprice or Reprice All.

The Discount percentage or the Discount Price you enter is applied to the line item.

Bookshelf Home | Contents | Index | Search | PDF