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Applying and Editing Discounts on Contract Lines

You can apply, edit and delete discounts on contract line items that belong to draft contracts. If you want to edit discounts on an active contract you must create a change request.

Discounts are automatically included in values and totals of a contract on the enhanced Billing Contract Detail page. If using the Salesforce Billing Contract Detail page, you must calculate the total contract value manually after applying discounts. See Calculating Contract Values. When you apply or edit a discount on a contract line item, these fields are updated:

To apply a discount to a contract line item or edit the existing discount on a contract line item:

1. Click Edit on the Billing Contract Detail page.
2. Click the Discount icon or on the contract line item for which you want to apply or edit a discount.
3. Select the discount from the drop-down list. You can only apply discounts that have the same currency as the contract.
4. If you want to remove the discount, click . Discounts for the selected currency are listed. If you change the currency of the contract, the discounts applied to contract line items remain unchanged. If after changing the currency of a contract, you change the discount on contract line items to ones for the selected currency, the discounts for the previous currency are no longer listed.
5. Click Update.
6. [Optional] Repeat these steps for any other relevant contract line items on this contract.
7. Click Save.

Salesforce

To apply a discount to a contract line item or edit one using the Salesforce Billing Contract Detail page:

1. Click the relevant contract line item number.
2. Click Edit.
3. Enter the discount you want or search for it using the lookup icon . You can attach a discount regardless of its currency.
4. If you want to remove the discount, clear the Discount field.
5. Click Save.

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