Discount/Charges tab

The Discount/Charges tab displays discount charges associated with a quote, invoice, receivable, or sales order.

Note: 
  • This tab is displayed only if the implementation is integrated with an ERP application and Administrator must not allow local pricing for sales orders or quotes.
  • The information on this tab cannot be modified.

To open the Discount Charges tab, click the Discount/Charges tab from one of the detail views:

  • Invoice detail view
  • Quote detail view
  • Receivable detail view
  • Sales Order detail view
Note: If the tab is not visible, see More tabs.

You can review this information:

Field Name Description
Name The name of the discount or charge in the ERP application.
Description A description of the discount or charge in the ERP application.
Amount (Base)

(Quotes and Sales Orders only)

Total discount or charge in base currency

The Unit Adjustment Amount multiplied by the quantity.

Amount The amount of the discount charge.
Rate The discount charge is expressed as a percentage.
Reason Code Specify a reason for the discount.
Doc Unit Adjustment Amount The discount or charge per unit in transaction currency.
Unit Adjustment Amount The discount or charge per unit in transaction currency.
Calculation Method The code used to identify the type of calculation. Possible values:
  • Percent
  • Per Unit