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Reviewing Function Discounts


Discounts can be applied to functions and line items through full day discounts, a matrix series, or by manually applying a discount to a function line item. For more information about full day discounts and matrix series, see Administering Discount Pricing. You can view the discount amount for each individual function line item and also the total discount for the function through the Quotes screen, Functions view. When you have viewed the discounts applied to a function and the line items of that function, you can decide whether or not the discount is appropriate. If you want to manually apply a negotiated price instead of or in addition to a discount, see Applying a Negotiated Price to Function Line Items.

To view the discount amount for a function line item

  1. Navigate to the Quotes screen, then the List view.
  2. In the Quotes list, query for and select the required quote record.
  3. Click the link in the Name field, and then click the Functions tab.
  4. In the Functions list, select the required function.
  5. Scroll down to the Line Items tab, and select the required function line item.
  6. Examine the value in the Discount Amount field.

    This value is the summation of all discounts that are applied to the individual line items plus the discount percentage applied to the function.

To view the total discount amount for a function

  1. Navigate to the Quotes screen, then the List view.
  2. In the Quotes list, query for and select the required quote record.
  3. Click the link in the Name field, and then click the Functions tab.
  4. In the Functions list, select the required function.
  5. Examine the value in the Total Discount field.

    This value details the total discount for all function line items including the discount percentage applied to the function.

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