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Applying and Editing Discounts on Contract Lines

You can apply a discount to a contract line item that belongs to a draft contract. You can also edit and delete existing discounts applied to contract lines that belong to a draft contract.

Discounts are automatically included in values and totals of a contract on the enhanced Contract Detail page. If using the Salesforce 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:

Notes:

Notes

You can add or remove discounts on an active contract by creating a change request.

You cannot add or remove discounts on expired or superseded contracts.

On the enhanced Contract Detail page you can only apply discounts that have the same currency as the contract. On the Salesforce Contract Detail page you can attach a discount regardless of its currency.

If a discount would make the Sales Price negative, it is set to zero instead.

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

1. Click Edit on the Contract Detail page of the contract you want to edit.
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 you want from the drop-down list.

   Tips:

   Tips

   

   If you want to remove the discount, click the remove icon .

   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.
4. Click Update.
5. [Optional] Repeat these steps on the other contract line items in this contract for which you want to add or edit discounts.
6. Click Save.

Salesforce

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

1. Click the Contract Line Item Number of the contract line for which you want to apply or edit a discount.
2. Click Edit.
3. Enter the Discount you want or search for it using the lookup icon .
   Tip:

   Tip

   

   To remove the discount, clear the Discount field.
4. Click Save.

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