Add a header discount to an order

task australia Updated Sep 10, 2026 1 min read add-header-discount-to-an-order.md
Raw file servicenow.com

Apply a percentage-based discount to an order. You can apply it to the entire order or specific line item types. The order line items automatically inherit the designated discount percentage as a manual adjustment on the order line level.

Before you begin

Role required: sn_ind_tmt_orm.order_agent

About this task

You can only add discounts to a quote while the quote is being crafted. Once the quote is approved or closed, discounts are no longer available.

Procedure

  1. Navigate to  Workspaces > CRM Workspace .

  2. Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.

  3. Navigate to Customer Orders > All.

  4. Select your order.

  5. Select the More Actions icon [Omitted image "options-icon.png"] Alt text: and select Apply header discount.

  6. In the Order header discount window, select how to apply the discount:

    • Apply discount to all order lines: Apply discounts for the entire order, including all order lines.
    • Retain existing line-level manual adjustments and discount remaining lines: Apply discounts to all the order line items except those with manual price adjustments.
  7. In the Order header discount % field, enter the discount percentage.

    Note: You can’t enter a negative percentage or a percentage higher than 100%.

  8. Select Apply.

What to do next

Review and submit a product or service order in Order Management

Related topics

Configuring Order Management

Order management

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