Applying Discounts on Contract Lines

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

To apply, change, or remove a discount on a contract line item:

  1. Open the draft contract that contains the line you want to edit.
  2. Open the contract line item that you want to edit.
  3. In the Discount field, enter the name of the discount you want to apply or search for it using the lookup icon Salesforce Lookup Icon magnifying glass. You can apply a discount regardless of its currency.
  4. To change the discount currently applied, click the to clear the current selection then choose the required discount from the drop-down list. Using ClassicClosed Clear the Discount field then use the lookup icon Salesforce Lookup Icon magnifying glass to select the required discount.
  5. To remove the current discount, click the to clear the current selection. Using ClassicClosed Clear the Discount field.
  6. Click Save.
  1. Open the draft contract that contains the line you want to edit.
  2. Locate the contract line item that you want to edit, then click Gray shop ticket icon used to represent that no discount is applied to the contract line item. to apply a discount or clickBlue shop ticket icon used to represent that a discount is applied to the contract line item. to change the discount currently applied. The Discount popup window displays.
  3. Select the required discount from the drop-down list. You can only apply discounts that have the same currency as the contract.
  4. To remove the current discount from the contract line item, click Trashcan icon.
  5. Click Update.
  6. Click Save.

If you change the contract's currency, the discounts applied to contract line items remain unchanged. After changing the contract's currency, if you change the discount on contract line items, discounts available to the selected currency are listed.