Order Line Item Adjustments
VIDEO TRANSCRIPT | Recorded: 2025-04-01 | Verify against current system state
Abstract¶
Explanation of how discounts are represented in Salesforce orders. Some discounts (like military discount) appear as separate negative line items as expected. However, other discounts (like auto-renewal discount) appear as line item adjustments stored in a separate related object, modifying the unit price rather than creating a new line. This distinction is important for reporting and integration purposes.
Key Procedures¶
- Military discount: appears as separate line item with negative amount
- Auto-renewal discount: appears as line item adjustment on product line
- View line item adjustments via Related tab on order
- Line item adjustments reduce unit price, reflected in line total
- If separate line items required for all discounts, request change from development partner
Notable Statements¶
- 0:00:14 "I know we talked about that each discount would be its own line. That is not always true."
- 0:00:20 "There is a military discount and that did get its own line item with its own negative amount."
- 0:00:38 "This is coming through with a line adjustment."
- 0:00:45 "The unit price was 163. The auto renewal discount gave you $8.15 off and that gave you a line total of 154.85."
- 0:01:20 "There is a separate object that is holding these adjustments, but it's not a line item per se."
Systems & Configurations¶
Systems Mentioned¶
- Salesforce (Orders, Order Line Items, Line Item Adjustments)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Military Discount | Separate line item | 0:00:20 | Negative amount |
| Auto-Renewal Discount | Line item adjustment | 0:00:38 | Modifies unit price |
| Example Unit Price | $163.00 | 0:00:47 | Before adjustment |
| Example Discount | $8.15 | 0:00:49 | Auto-renewal discount |
| Example Line Total | $154.85 | 0:00:54 | After adjustment |
| Adjustment Location | Related tab | 0:01:14 | Separate object |
Credentials/Access Mentioned¶
- Salesforce order access
Errors & Troubleshooting¶
- Issue: Not all discounts appear as separate line items
- Cause: Design decision - some discounts use line item adjustments
- Resolution: If needed, request development partner to change to line items
- Timestamp: 0:01:23
Transcript Gaps & Quality Notes¶
- Short clarification video (~2 minutes)
- Important for finance/reporting teams
- May affect integration with accounting systems
- Join and renew process uses this adjustment approach