Apply a Discount or Premium to a PO

Use the Apply Discount/Premium feature to add credit memos, price increases, and other discounts or premiums as line items on POs.

You can only apply discounts and premiums to purchase orders in the New state.

You can apply discounts or premiums at any time; however, they are not automatically updated to reflect changes that occur after they are applied. For example, if you apply a discount of 10% and then change the unit price, the original discount amount will not be changed automatically, but you can change it manually.

Apply discount/premium to a PO

1. Select Purchase Order from the Purchasing menu. The Purchase Order window opens.

2. If needed, select the vendor to shorten the list and make it easier to locate the PO. You can enter the vendor name in the Quick Search field or use the pinned Ordering Vendor filter.

3. Select a PO in the New state, and click the Edit button at the bottom of the window, or click the PO Number link. The Purchase Order Details popup opens.

4. Click the Apply Discount/Premium button, and the Apply Discount/Premium window opens.

5. Complete the fields as described.

   • Discount/Premium: Select discount or premium.

   • Percentage: If the discount or premium is a percentage, enter it in this field, and the Amount will be calculated.

   • Amount: If the discount or premium is a set amount, leave the Percentage field blank, and enter the amount in this field.

   • Description: Defaults to either Discount or Premium depending on the selection. Edit the field if you want a more complete description.

6. Click Save. The discount or premium is applied, and you're returned to the Purchase Order Details popup.

Return to Add Items to a Purchase Order

Return to Create a PO

Return to Purchase Order Overview