Add a header discount to an order
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.
Before you begin
Role required: sn_ind_tmt_orm.order_agent
About this task
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.
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace .
Select the List icon
.
Navigate to Customer Orders > All.
Select your order.
Select the More Actions icon
and select **Apply header discount**.
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.
- In the Order header discount % field, enter the discount percentage.
Note: You can’t enter a negative percentage or a percentage higher than 100%.
Select Apply.
What to do next
Review and submit a product or service order in Order Management
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