We've never used the discount field on the Total tab in OE, but it might serve us well in certain situations. I tested it out today with some sample data and it worked except that it doesn't print on the Invoice anywhere. It prints only the sub-total, tax and total. For example we sell an item for $20 and give a $5 discount. The subtotal still says $20, but the tax is .75 and the total is $15.75. Although the calculations are correct, there is no mention of the discount anywhere on the invoice and no explanation of how the subtotal of $20 translated to a total of $15.75. I assume that I would have to edit the spec sheets to show the discount somehow? The other question I have about this method is does the discount go to a GL account or does it just come off sales?

Another thought is if I could add an item code called MC Discount and enter the discount amount. This would work very well except that OE won't allow us to enter negatives.

Any suggestions/ideas on an easy method for accomplishing either of these ideas? Basically what we want to do is give customers a credit towards specific purchases for specific products. We don't want to issue a credit on their account because it would have the potential to be used for non-qualifying purchases. When they purchase a qualifying item, we want to give them the credit amount instantly.

Hi Susan,

Use the "All Fields" specification to determine what field number you need to print on your specification to make the invoice numbers meaningful.

I figured out that I can use the OE's misc charges to add a negative amount. I also added it to the spec sheet. It seems to be working so far! Thanks.