Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and Orders >

Applying a Manual Discount

End users can enter manual discounts for individual line items or for the entire quote or order.

When a manual discount is entered, it overrides:

• Promotions
• Pricing factors
• Volume discounts

Manual discounts do not override attribute-based pricing.

The end user can apply manual discount in the following ways:

• Applying a Default Discount to All Line Items. Applies a default percentage discount to each line item as it is added it to the quote or order
• Applying a Manual Discount to an Individual Line Item. Applies the discount to an individual line item.
• Applying a Manual Discount to an Entire Quote or Order. Applies a discount to the quote or order total but does not apply any discount to line items.
• Spreading a Manual Discount Across Line Items. Applies a discount to the quote or order total and also applies this discount to the line items.

This task is part of the Common Tasks for Creating Quotes and Orders

Applying a Default Discount to All Line Items

To apply a default percentage discount to all line items as they are added, there are different procedures for quotes and orders.

To apply a default discount to line items as you add them to a quote

1. Navigate to the Quotes screen, locate the quote with which you want to work, and drill down on the Name hyperlink for the quote.
2. In the Quote header summary, in the Discount field, select the discount (a percentage value) that you want to apply to the line items in the quote.

   The percentage discount becomes the default for all new items that you add, and the Keep Discount check box will be selected for each line item.

3. Add the products that will receive this discount. For information about adding products, see Adding Multiple Items at One Time.

NOTE:  If you change the default discount at the header level for either a quote or an order, the revised discount will be applied to any line items with which the default discount is associated. It will not be applied to any line items with which a pricing rule was associated before the default discount was initially set, and it will not be applied to any line items for which discounts were set at the line level.

To apply a header-level discount percentage to line items as you add them to an order

1. Navigate to the Header Details view of the Orders screen, with the order with which you want to work selected.
2. In the Header Details form, in the Default Discount % field, select the discount that you want to apply to the new line items in the order.

   The percentage discount becomes the default discount for all items that you add, and the Keep Discount check box is selected for each line item.

3. Add the products that will receive this discount. For information about adding products, see Adding Multiple Items at One Time.

Applying a Manual Discount to an Individual Line Item

End users can also apply manual discounts to individual line items.

If an end user applies a manual discount percentage for a line item, the result overrides any default discount entered at the quote or order header level.

To apply a manual discount to an individual line item

1. Navigate to the quote or order with which you want to work.
2. In the Line Items list, select the line item to which you want to apply a discount.

   NOTE:  You can also apply a manual discount to an individual component of a configurable product.

3. Click the Line Item Detail view tab, below the Line Items list.
4. In the Line Item Detail form, complete either the Discount %, Discount Amount, or Discount Price field. For more information about these fields, see Price and Discount Fields for Individual Line Items
5. Make sure that the Keep Discount checkbox is selected. (If you do not see this field, click the show more button.)

Applying a Manual Discount to an Entire Quote or Order

End users can also apply manual discounts to an entire quote or order.

NOTE:  This discount is not applied to individual line items. If you want to create a discount that is associated with line items, see Spreading a Manual Discount Across Line Items.

To apply an adjustment to a quote or an order

1. Navigate to the quote or order with which you want to work.
2. In a quote or order view, click the Totals view tab, below the Line Items list.
3. In the Totals form, enter the amount of the adjustment in the Adjustment field.

   The amount you enter is subtracted from the total price for the quote or order.

Spreading a Manual Discount Across Line Items

An end user can enter a discount for an entire quote and spread it across all line items, across selected line items, or across line items of a particular type (products, services, or training). This can be done for a quote, but it cannot be done for an order without configuration.

Knowing the discount per line item is important to assist in managing returns and for accurate accounting and reporting. The spread discount feature reduces the effort of entering line item discounts. When a salesperson offers a customer a special discount for a quote, the salesperson only needs to enter this discount once and does not have to do manual calculations or manual data entry to apply the discount to each line item.

The user can enter the discount amount, discount percent, or target total (the total for the selected line items after the discount has been applied).

This discount is spread across the line items in proportion to the current extended net price for each line item. Discounts are iterative and are applied to the current price and amount, not to the start price and amount. The discount for each line item equals the difference between its current unit net price and its new unit net price, multiplied by the quantity.

Spread discount can apply to hierarchical products and services. For example, a computer is a product made of many components. If a customer buying twenty computers gets a discount, you can enter the discount for the entire quote. When you click Spread, the discount will be spread among the twenty computers and among the components of each computer.

NOTE:  NOTE: When the end user enters a spread discount, it replaces any previous discounts, including line item discounts that have the Keep Discount check box checked.

To spread a manual discount across line items

1. Navigate to the Quote that you want to work with, and click the Line Items view tab.
2. (Optional) If you want to spread the discount among selected items, select multiple items in the Line Items list.
3. (Optional) To spread the discount among items that are a specific product type, select that type in the Product Type drop-down list.
4. In the Totals form under the Line Items list, click Spread Discount.
5. Complete the fields in the Spread Discount dialog box, and click Spread. The fields are described in Table 8.

After you click Spread, your Siebel application performs the spread and enters unit net price and discount amount for each line item. If the line items previously had individual discounts, they are overridden by this spread. The Keep Discount box is automatically checked.