This article describes the user to transfer of countered discount to requested discount for the line item in COMPAS Go.
This enhancement is only application for
- Countered quotes
- Not available in COMPAS desktop
- Not applicable to quote if QS applied line
- Applicable for change order quotes and BCR quotes
There are 6 ways to have this enhancement applied to the countered quote on the following scenarios
- Check out of quote
- Grid / header level update [when the discount is applied]
- Line item level update [when the discount is applied]
- Reconfiguration of line item
- Version quote creation
- Copy/paste line item
A popup appears when the user does anyone of the above scenario.
1. Following is the information available in the countered quote.
Countered Discount : 60%
Requested Discount : 84.1%
2. When the user clicks "Cancel", the popup is taken out with no changes to the pricing information.
3. When the user clicks "No", the user can move forward with the action / scenario that is done. But the countered discount is not applied to the requested discount as shown below.
4. When the user clicks "Yes", the changes of the countered discount is applied to the requested discount as shown below.