Defining Discounts and Surcharges

This section discusses how to define fixed-amount discounts and surcharges. Rate-based discounts are described in the Working with PeopleSoft Project Costing topic.

See Related Projects Page.

Page Used to Define Fixed-Amount Discounts and Surcharges

Page Name Definition Name Usage

Discount/Surcharge Page

BI_DISC_SUR

Define a generic set of discounts and surcharges that can be applied to contracts within the same SetID. A discount can represent a true discount, a referral fee, a concession, or any other activity that results in a reduction to the gross contract amount.

Discount/Surcharge Page

Use the Discount/Surcharge page (BI_DISC_SUR) to define a generic set of discounts and surcharges that can be applied to contracts within the same SetID.

A discount can represent a true discount, a referral fee, a concession, or any other activity that results in a reduction to the gross contract amount.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Billing, and then Setup, and then Discount & Surcharge

See PeopleSoft Billing: Setting Up Discounts and Surcharges.