How to apply a header-level discount to a transaction in NetSuite SuiteTax

This article is for NetSuite SuiteTax users only. If you have NetSuite Legacy Tax, read this article for help with applying header-level discounts.

Once a discount has been created in NetSuite, it can be applied at the header level to any AR transaction that hasn’t yet been audited. To apply a header-level discount, follow these steps:

1. Go to Transactions > Sales > Enter Sales Orders > List.
2. Click Edit in the row of the sales order you want to apply the discount to.
3. In the Items tab, select a discount from the Discount Item dropdown. This will automatically fill in the Rate field.
   
   
   

   The rate should be a negative amount or percentage. A positive value in the Rate field will cause an error.

4. Click Save.
5. You can check the total tax amount in the Summary box.