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Answer

Document Discounts

  • August 4, 2025
  • 7 replies
  • 65 views

When an account has a document discount and we add a nonstock processing fee line to the sales order, the document discount percent changes.   It is taking what the document discount amount was prior to nonstock item being added and changing the document discount percentage.  Is there a fix for this?

Best answer by Kandy Beatty

That’s the reason, the discount is being applied at document level. 

Remove the document discount and manually apply a discount to the line only. 

7 replies

Kandy Beatty
Captain II
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  • Captain II
  • August 4, 2025

HI ​@maddielee75 

Can you share a screenshot of what you are seeing?


Kandy Beatty
Captain II
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  • Captain II
  • August 4, 2025

How is the discount set up? By line level or document level?


  • Author
  • Freshman I
  • August 4, 2025

This changed from 25% document discount to this after changes have been made to the order.  Lines added at zero price


  • Author
  • Freshman I
  • August 4, 2025

This is a document discount at the document level


Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • Answer
  • August 4, 2025

That’s the reason, the discount is being applied at document level. 

Remove the document discount and manually apply a discount to the line only. 


  • Author
  • Freshman I
  • August 4, 2025

This did not happen before just started with our last upgrade.  we do change it at the discount tab but are wondering why this is changing now and didn’t before.


Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • August 5, 2025

This did not happen before just started with our last upgrade.  we do change it at the discount tab but are wondering why this is changing now and didn’t before.

Where there any new customizations added in your upgrade?