To Enter a Discount for an Opportunity

  1. Open the Opportunities (CR3040PL) form.
  2. On the appropriate filter tab, click the opportunity for which you want to enter a discount.

    The Opportunities (CR304000) form opens.

  3. If you want to specify a discount individually for any item included in the proposal, do any of the following:
    • On the Details tab, type the discount percentage in the Discount, % column for each discounted item.

      In this case, the respective values in the Discount Amount column are calculated automatically.

    • On the Details tab, type the discount amount in the Discount Amount column for each discounted item.

      In this case, the respective values in the Discount, % column are calculated automatically.

    Tip: If you want to specify a discount amount to be applied to the total amount of all products and services included in the opportunity, select the Manual Amount check box in the Summary area of the form, and then type the discount amount in the Discount box, which became available for editing when you selected the check box.
  4. On the form toolbar, click Save.