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Global amount discount on quote header (only)


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Hi,

We would like to have some amount off the total quote (header).

If we try to add a percentage discount on the quote header, that's fine, because the discount is spread across each line as a percentage, which amounts to the same thing.
But if we want to specify the fixed amount, to be deducted from the total, ALLIANCE applies this amount on each line and the total does not correspond to what we want.

Is there any way to achieve this ?

Thank you

Best answer by Phil Seifert

Hi Laurence,

I understand your question however I can’t find anything that would accomplish what you ask when supplying a fixed discount value of the order versus the total the lines’ values.

What you should remember is that an order is built up pricing from the lines of the order (pre_bill table linked to demands) unless in the case of service orders it is flagged as a flat price but then you need to know what the order total to determine the appropriate value.

The functionality you are looking for is an RFE and would have to be done as a local customization. The discount inserted is applied to all the lines which as you noted does not cause issues when a percentage.

 

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2 replies

Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • 1319 replies
  • Answer
  • April 11, 2025

Hi Laurence,

I understand your question however I can’t find anything that would accomplish what you ask when supplying a fixed discount value of the order versus the total the lines’ values.

What you should remember is that an order is built up pricing from the lines of the order (pre_bill table linked to demands) unless in the case of service orders it is flagged as a flat price but then you need to know what the order total to determine the appropriate value.

The functionality you are looking for is an RFE and would have to be done as a local customization. The discount inserted is applied to all the lines which as you noted does not cause issues when a percentage.

 


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  • Author
  • Sidekick (Partner)
  • 112 replies
  • April 11, 2025

Thank you anyway Phil. 


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