View Special Pricing from a Sales Order or Proposal

The special pricing exceptions that apply to individual lines of an invoice or proposal can be viewed by right-clicking on the line button at the beginning of a sales order or proposal line. Open a sales order or quote, highlight the line by clicking on the beginning of the invoice or proposal line, and right-click as shown below:

Select the View Special Pricing option from the context menu to open the following dialog:

The special pricing records that apply to the selected invoice or proposal line will be listed in the order that they apply. The Unit Price of the first record that applies will be copied to the invoice or proposal. Review the Prioritizing Special Pricing for more details on prioritizing special price records.

Double-click on any of the listed records to view the special pricing details.