Use this activity to enter an additional discount to a sales quotation, if, for example, you want to give a little extra discount to a cash-paying customer.
The additional discount is valid for the entire quotation and is added to any existing order discounts based on discount groups. You can only enter a percentage value for the additional discount and the value cannot be negative or greater than 100%. The discount is distributed to the quotation lines and the calculated amount is displayed in the Additional Discount Amount field at the bottom of the Sales Quotation window. The calculation can be summarized as: Additional Discount Amount = (Sales Price - Quotation Line Discount) * Additional Discount %.
The total quotation discount will be the sum of the group discount and the additional discount. The division among the group and additional discount on each quotation line can be viewed in Sales Quotation/Quotation Lines tab.
Existing group discounts must be considered when entering the additional discount since the total discount cannot exceed 100%. If the total discount does exceed 100%, a warning message will be displayed when releasing the quotation, or when a discount calculation is performed.
Additional discounts can be entered at any time on the sales quotation. However, the discounts will not be distributed to any quotation lines with a Canceled, Won, or Lost status. Therefore, it is possible to have different additional discounts for different quotation lines on the same sales quotation, depending on which status the lines are in. If the sales quotation is won and converted into a customer order, the additional discount will be automatically transferred to the customer order.
As a result of this activity, a discount is calculated for each active quotation line after all the other discounts have been calculated, but before tax is calculated.
Sales Quotation
Sales Quotation/Quotation Lines