Edit Invoice Price Adjustments

The Item- and Order-level price adjustments can be modified on an Invoice as long as the Invoice isn't in Closed status. (Item- and Order-level editing is disabled for Closed Invoices.) Modifying the price adjustment fields on an Invoice might be needed to make updates to a specific shipment. This is useful as a shipment might contain all Items in a Sales Order or only some of the Items in the Order. Any changes made to the pricing on the Invoice isn't reflected back to the Sales or Shipping Orders. The price changes made on the Invoice appear as separate values on the Order detail dialog in Customer Service Center. (The Item-level adjustment is reflected in the Credit Amt column on the Item's price adjustment; the Order-level adjustment is reflected on a separate line below the original amount in the Price Adj. field in the Summary section.)

To edit a price adjustment on the Invoice details dialog, do as follows:

Editing Item-Level Price Adjustments on an Invoice

To edit the Item price adjustment fields on an Invoice, do as follows:

  1. From the Items section of the Invoice details dialog, click the Edit button to show the Item fields. If an existing promotion exists for an Item, it appears. You can also add one or more attributes to the Item from the attribute drop-down list.
    Note: The following price adjustment educational message appears along the top of the Items section above the price adjustment fields. This message is designed to assist the Administration user when applying price adjustments: "This edit will only affect the selected Item. The Adjustment fields below accept positive and negative values. Positive values represent charges. Negative values represent discounts."
  2. Click the Edit icon ( ) to change an existing Item's price adjustment information. The editable fields are available for editing. Note that the attribute drop-down no longer appears for that Item.

See the following table for descriptions of the fields and the buttons.

Fields and Buttons Description
Code Display-only field. The ID associated with the promotion/price adjustment.
Description The descriptive name of the price adjustment, such as gift wrapping, 10% off each Item Sale, Exchange Order Item Adjustment.
Qty The quantity number of that Item.
Currency Display-only field. The Currency, such as USD, of the Order.
Unit Price The original price of the Item.
Tax The tax associated with the Item.
Shipping The shipping cost to ship the items.
Shipping Tax The tax on the shipping charges or cost.
Handling The handling cost for the items. Any additional charges, such as for Gift Wrap, must be included as part of the Handling charge.
Handling Tax The tax on the handling charge or cost.
Price Adj. The adjustment amount specified in the Locale Currency. For example, the existing price adjustment of $6.00 was changed to $8.00.
Price Adj. Tax The tax amount based on the adjustment amount. This field is only available for Net Orders; this field isn't available for Gross Orders. For example, the existing price adjustment tax of $.60 was changed to $0.80. (Note that the Sub Total amount in the Summary section is adjusted as well to reflect the price adjustments of the Items.
Ext. price The Unit Price multiplied by the quantity.
Item Edit icon Lets you edit price values for the Item. Any fields that are unavailable can not be edited.
Save icon Saves and updates the system with changes to the Item price adjustment.
Cancel icon Discards the Item changes and returns to the Order details dialog.
Attribute drop-down A drop-down that lists all pre-configured attributes associated with price adjustment. This attribute field appears only for Items not being edited.
Add button Adds the selected attribute from the drop-down list. This attribute field appears only for Items not being edited.
Add All button Adds all attributes in the drop-down list. This attribute field appears only for Items not being edited.
Back to Invoice button Returns to the Invoice detail dialog.

Editing Order-Level Price Adjustments on an Invoice

To edit the Order-level Price Adj. field on an Invoice, do as follows:

  1. From the Summary section of the Invoice details dialog, click the Edit button to show the Order-level Price Adj. field. If an existing price adjustment exists for the Order, it appears in the Price Adj. field. You can adjust the value. Note that any tax associated with the price adjustment is automatically adjusted.

    The Shipping and Handling costs can also be adjusted in the Shipping or Handling fields. If taxes are included for Shipping or Handling, the tax amounts is reflected in the Tax field in the Summary section.

Note: The following price adjustment educational message appears along the top of the Summary section above the Order-level price adjustment fields. This message is designed to assist the Administration user when applying price adjustments: "The Adjustment fields below accept positive and negative values. Positive values represent charges. Negative values represent discounts. The Adjustment at the order level updates the total sum-up of the unit price. Use the Shipping and Handling fields to update those amounts.

See the following table for descriptions of the fields and the buttons.

Fields and Buttons Description
Price Adj. The adjustment amount specified in the Locale Currency. For example, the existing Order-level price adjustment of $3.00 was changed to $4.00.
Shipping The cost to ship the items. This field can be adjusted. Note if tax is applicable, the adjusted Shipping tax is reflected in the Tax field.
Handling The handling cost for the items. Any additional charges, such as for Gift Wrap, must be included as part of the Handling charge. This field can be adjusted. Note if tax is applicable, the adjusted Handling tax is reflected in the Tax field.
Tax The tax for the Order is adjusted to reflect the tax for the Order based on the recent price adjustment.
Total The total of the Order is adjusted to reflect the total cost of the Order based on the recent price adjustment.
Amount Due The amount due is adjusted to reflect the current amount due based on the recent price adjustment.
Save button Saves and updates the system with changes to the Order price adjustment.
Cancel button Discards the price adjustment changes and returns to the Order details dialog.
X Privacy Update: We use cookies to make interactions with our websites and services easy and meaningful, to better understand how they are used. By continuing to use this site you are giving us your consent to do this. Privacy Policy.