Add a header discount to an order

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Apply a percentage-based discount to an order. You can apply it to the entire order or specific line item types. The order line items automatically inherit the designated discount percentage as a manual adjustment on the order line level.

    Antes de Iniciar

    Role required: sn_ind_tmt_orm.order_agent

    Por Que e Quando Desempenhar Esta Tarefa

    You can only add discounts to a quote while the quote is being crafted. Once the quote is approved or closed, discounts are no longer available.

    Procedimento

    1. Navigate to  Workspaces > CSM/FSM Configurable Workspace .
    2. Select the List icon .
    3. Navigate to Customer Orders > All.
    4. Select your order.
    5. Select the More Actions icon and select Apply header discount.
    6. In the Order header discount window, select how to apply the discount:
      • Apply discount to all order lines: Apply discounts for the entire order, including all order lines.
      • Retain existing line-level manual adjustments and discount remaining lines: Apply discounts to all the order line items except those with manual price adjustments.
    7. In the Order header discount % field, enter the discount percentage.
      Nota:
      You can’t enter a negative percentage or a percentage higher than 100%.
    8. Select Apply.

    O que Fazer Depois

    Review and submit a product or service order in Order Management