How to: Grant Off-Invoice Allowances on a Sales Order

If off-invoice allowances exist for a sales document, by default they will be posted along with the document. You can view a document's pending allowances and indicate whether or not 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 can be followed for invoices, but for simplicity only a sales order is described in detail.

To grant off-invoice allowances on a sales order

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 window appears.
4. Place or remove check marks in the Grant Allowance field for each off-invoice allowance.