Distribute Credits/Discounts on an Open Invoice

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

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

  1. Open the Invoice workform.
  2. Select Tools > Distribute Credits/Discounts from the menu bar.

    The Distribute Credits/Discounts dialog box appears.

  3. Select one of the following credit/discount types:
    • Credit/Discount($) to distribute a credit or discount dollar amount, and go to step 4.
    • Discount (%) to distribute a discount rate across all line item segments equally. Then, go to step 7.

    Note:
    If you choose to distribute a discount percentage, the options under Action and Distribute are disabled. Simply type the percentage amount, and click OK.

  4. If you selected Credit/Discount($) in the previous step, select one of the following Action options:
    • Overwrite existing value to replace the existing credit or discount.
    • Adjust existing value to add the amount to the existing credit or discount.
  5. Select one of the following Distribute options:
    • Evenly across line item segments to distribute the credit or discount evenly across all line item segments.
    • Based on total quantity received to apply the credits or discounts based on the total quantity in the segments.
  6. Type any applicable notes in the Note box.
  7. Type the credit/discount dollar amount or the discount percentage to distribute in the Amount box, and click OK.
  8. A message informs you that the action cannot be undone.
  9. Click OK to confirm that you want to distribute the credits and discounts.

The following events occur when you distribute the credit or discount: