How agreements affect quotes and orders

On the Quotes and Orders forms, when a line item is part of an agreement, a tag icon is displayed in the Price column. You can click the tag icon to view agreement details.

When a quote or an order includes a customer and at least one item that is part of an agreement, you cannot change the customer or modify the manufacturer’s discount amount. On quotes, you also cannot change upcharge amounts.

When you copy a quote line that is part of an agreement, the manufacturer’s discount and upcharge amounts will be read-only on the new line as well.

When a quote is converted to an order, the current agreement is applied to any applicable lines.

Agreements are not applied to existing quotes and orders that have exceeded their effective discount threshold.