Distribute Credits or Discounts

You can distribute credit or discount amounts among invoice line item segments, or you can distribute discount rates (percentages) among invoice line items. If you enter a credit or discount amount, you can specify whether you want it equally distributed across all segments or distributed according to the quantity received in each segment. If you enter a discount rate, this percentage is applied to all line items equally.

Note:
Credits and discounts must be distributed one at a time.

To distribute credits or discounts among the line item segments on an open invoice

Find the invoice you want to edit, and open it in the Invoice workform.
Select ACTIONS > Distribute Credits/Discounts.

The Distribute Credits/Discounts dialog appears.

Select one of the following credit or discount types:

If you want to	Do this
Distribute a discount rate across all line item segments equally	Select Discount (%)
Distribute a credit or discount amount	Select Credit/Discount (USD) Select one of the following under Action: Overwrite existing value— replace the existing credit or discount. Adjust existing value— add the amount to the existing credit or discount. Select one of the following under Distribute: Evenly across line item segments— distribute the credit or discount evenly across all line item segments. Based on total quantity received— apply the credits or discounts based on the total quantity in the segments. Type the credit/discount amount or the discount percentage to distribute in the Amount box.

If you want to

Do this

Distribute a discount rate across all line item segments equally

Select Discount (%)

Distribute a credit or discount amount

Select Credit/Discount (USD)
Select one of the following under Action:
- Overwrite existing value— replace the existing credit or discount.
- Adjust existing value— add the amount to the existing credit or discount.
Select one of the following under Distribute:
- Evenly across line item segments— distribute the credit or discount evenly across all line item segments.
- Based on total quantity received— apply the credits or discounts based on the total quantity in the segments.
Type the credit/discount amount or the discount percentage to distribute in the Amount box.

Type the credit/discount amount or the discount percentage to distribute in the Amount box.
Select OK.

To manually adjust credits or discounts, go to the Invoice Line Item workform > Segments view > Totals table, and edit a row. For more information, see Edit an Invoice Line Item.