How to grant off-invoice allowances on a sales order

If off-invoice allowances exist for a sales document, they are posted along with the document by default. You can view a document's pending allowances and indicate whether you want them added to the sales lines.

The following steps describe how to grant off-invoice allowances on a sales order. The same procedure applies to invoices. For simplicity, only a sales order is described in detail.

Steps

1. In the search box, enter Sales Orders, and then choose the related link.
2. Open a sales order with pending off-invoice allowances.
3. On the Navigate tab, in the Order group, choose Off-Invoice Allowances. The Order Off-Invoice Allowances page appears.
4. Select or clear the Grant Allowance field for each off-invoice allowance.