http://int.jmlproductions.film/index.php?action=history&feed=atom&title=Add_a_discount_line-item_to_the_Quote 2026-05-19T15:45:32Z Revision history for this page on the wiki MediaWiki 1.39.3 http://int.jmlproductions.film/index.php?title=Add_a_discount_line-item_to_the_Quote&diff=199&oldid=prev 2020-05-23T13:46:29Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 06:46, 23 May 2020</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l13">Line 13:</td> <td colspan="2" class="diff-lineno">Line 13:</td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* In the Quantity field, enter 1</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* In the Quantity field, enter 1</div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* Leave Rate Definition to Daily and don&#039;t touch the other fields of that section.</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* Leave Rate Definition to Daily and don&#039;t touch the other fields of that section.</div></td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">* To change total without affecting Taxes, set Tax Class to "Service Exempt"</ins></div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* Enter the Discount Dollars as a negative number in the price field (i.e. -100 for a $100 discount)</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* Enter the Discount Dollars as a negative number in the price field (i.e. -100 for a $100 discount)</div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* Select Create Opportunity Item button</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>* Select Create Opportunity Item button</div></td></tr> </table>

Benoit http://int.jmlproductions.film/index.php?title=Add_a_discount_line-item_to_the_Quote&diff=195&oldid=prev 2020-04-17T13:31:21Z

<p>Created page with &quot;<a href="/index.php?title=Category:CurrentRMS&amp;action=edit&amp;redlink=1" class="new" title="Category:CurrentRMS (page does not exist)">Category: CurrentRMS</a><a href="/index.php?title=Category:How_To&amp;action=edit&amp;redlink=1" class="new" title="Category:How To (page does not exist)">Category: How To</a> Occasionally, we&#039;ll offer a discount (to round a rental down, offer a good deal, etc...) It is better to offer the discount as a...&quot;</p> <p><b>New page</b></p><div>[[Category: CurrentRMS]][[Category: How To]]<br /> <br /> Occasionally, we&#039;ll offer a discount (to round a rental down, offer a good deal, etc...) It is better to offer the discount as a line item so the client sees the break they are getting.<br /> <br /> Follow this process to add a discount line-item.<br /> <br /> = Adding Discount Line Item =<br /> <br /> * In the Opportunity&#039;s Screen, select &quot;Add a new opportunity item/group&quot; and choose Item.<br /> * In the Item Dialog, Select the &quot;Text Item&quot; radio button<br /> * In the Name field, enter the discount description.<br /> * In the Transaction Type, select &quot;Sale&quot;<br /> * In the Quantity field, enter 1<br /> * Leave Rate Definition to Daily and don&#039;t touch the other fields of that section.<br /> * Enter the Discount Dollars as a negative number in the price field (i.e. -100 for a $100 discount)<br /> * Select Create Opportunity Item button</div>

Benoit