Assigning Discounts

When assigning a discount you can open the Discount Detail window one of two ways:

• select Assign, the Discount Detail window is opened immediately

• select Fast Assign, then right-click the discount in the Order list and select Edit.

  This displays the Discount Detail window.

  

1. Enter the following information on the Main Tab of the Discount Detail window:

   • Start Date

   • End Date

   • Billing Status - Billing Status of the Discount - Bill or Not Billing. Changing Billing Status to Not Billing does not disconnect the discount. You may not be able to edit the billing status depending on your permissions.

   • Expire Units on Disconnect - The Expire Units on Disconnect check box determines whether (checked) or not (unchecked) any unused units are lost when the discount is disconnected. Depending on the Grant discount's configuration, this check box may be read-only. (See Grant Expiration in Product Management)

   • Discount Attributes - Base attributes for the specified catalog item, if applicable.

   The Notes tab displays comments about the discount or the order. You may enter a comment, as necessary.

2. When you are done, click Save to save the changes.

See also:

Managing Grant Discounts

Managing Associative Grant Discounts

Managing Shared Discounts

Managing Favorite Discounts

Viewing Discount Configuration