Discount reporting on Quotes

Status: Idea Submitted

Hello community,

I want to be able to report on the value entered into ‘+ Add discount, fee or tax’ in the ‘Review Line Items’ page on Quotes:

Support have told me this isn’t possible. Is there a work around on this?

Yep same issue for me - keen to know how if you ever got to a solution here @JBilton4! :folded_hands:

Upvoting! I just posted a feature request related to this issue. The “Add discount, fee, or tax” is exactly where a user would expect to record an adjustment like, in my case, an Amazon platform fee.

However:

  • The label/text and amount configured in that Summary row are not surfaced as:
    • Deal properties,
    • Line item properties, or
    • Any other object that workflows/custom code or integrations can access.
  • We can’t:
    • Use these values in workflows or custom code, or
    • Map them into NetSuite via the NetSuite sales order action.

From an end‑user perspective, this is confusing: the UI provides a place to add a fee/discount that clearly affects the totals, but the data is “invisible” to automation and integrations. This really should be addressed ASAP or completely overhaul these below the subtotal line fields.