Discount/Charges Tab for Sales Order or Quote Products (Back Office Extension)

Use the Discount/Charges tab to view discounts or charges for sales order or quote products in a Back Office integrated environment.

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

To view discount and charge information:

  1. Access Sales Orders or Quote detail view.
  2. Click the Products tab. See Sales Order and Quote Products tab.
  3. Click Edit to modify the selected product. The Edit Product window is displayed.
  4. Click the Discount/Charges tab.
  5. Review this information:
    Name
    The name of the discount or charge in the ERP system.
    Description
    A description for the discount or charge in the ERP system.
    Amount
    The extended value of the discount or charge in the sales order or quote currency.
    Note: A positive value indicates a charge, and a negative value indicates a discount.
    Percent
    The percentage of the discount or charge in the ERP system.
    Note: A positive value indicates a charge, and a negative value indicates a discount.
    Reason Code
    The ERP-based reason code associated with the discount or charge in the ERP system.
    Doc Unit Adjustment
    The per unit adjustment value in the sales order or quote currency.
    Calculation Method
    The code used to identify the type of calculation. Possible values:
    • Percent
    • Per Unit
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