This article is for NetSuite Legacy Tax users only. If you use NetSuite SuiteTax, read this article for help with adding header-level promotional discounts.
In order to complete the steps in this article, you must have promotional discounts set up. For more information on setting up discounts, read How to create a discount item and How to create a discount map.
When a promotional discount rate is applied to a sales order or invoice, this is reflected in the Sovos Notional Tax Rate displayed on the line.
To add an order-level discount to a sales order or invoice, follow these steps:
- In the sales order or invoice, in the Items tab, select a Transaction Discount from the dropdown menu.
- In the Rate field, enter the discount rate as a negative value.
- Click Save.
The Tax Rate value on all lines is automatically updated to reflect the promotional per item tax rate: (Amount – Promotional Discount Amount) / Qty. The actual tax rate that will be applied to the line amount is still reflected in the Notional Tax Rate field.