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Calculating discounts or extra charges

You will see this screen by clicking Specific at the Sales orders, RMA orders, Service orders, Quotations, Sales invoices, Direct invoices, or Enter credit notes screen (go to Order/Entries/Sales orders, Order/Entries/RMA orders, Service/Entries/Service orders, CRM/Entries/Quotations, Invoice/Entries/Invoices, or Invoice/Entries/Direct invoices, and then click Open or New. To display the Enter credit notes screen, click the Credit Note button available at the Sales invoices or Direct invoices screen). This screen displays the discounts or extra charges incurred for the selected sales order, return to merchant authorization (RMA) order, service order, sales quotation, sales invoice, direct invoice, or credit note.

Description

Generally, there are three types of charges or discounts that can be displayed at this screen; charges applied at entry line level (line charges) based on specific criteria defined with E-Charges & Discounts, charges or discounts applied at entry level (header charges or discounts) based on specific criteria defined with E-Charges and Discounts, and changes or discounts applied based on the defined payment conditions or shipping methods. You can view the line charges and the header charges or discounts at this screen only if you have E-Charges & Discounts included in your license. You can edit the information at VAT, Sales price, and Percentage for all the charges or discounts displayed with the exception of line charges. Details of the displayed line charges are for viewing purposes only.

Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking the Columns icon at the toolbar, and then selecting the relevant check box(es).

Item

This column displays the charge or discount code applicable to the sales entry. You cannot edit this information.

Description

This column displays the description of the charge or discount. You cannot edit this information.

VAT

Type a VAT code to be applied to the charge or discount.

Note: This column is disabled for line charges applied with E-Charges & Discounts.

Sales price

Type the unit amount (sales price) of the charge or discount to be charged or offered to the debtor. The unit amount for a discount will be displayed as a negative amount.

Note: This column is disabled for line charges applied with E-Charges & Discounts.

Amount

This column displays the total amount of the charge or discount that you want to charge or offer to the debtor. The amount for a discount will be displayed as a negative amount.

Percentage

Type the percentage used to calculate the charge or discount.

Note: This is enabled only if the charge or discount is calculated based on the Percentage method. However, this column is disabled for line charges applied with E-Charges & Discounts.

Print(Order)

This column displays either Yes or No to determine whether the cost of the charge or discount is displayed during the invoicing process.

Quantity

This column displays the unit quantity of the relevant charge or discount applied. By default, “1” is displayed unless the charge or discount is calculated based on the ordered quantity defined at the respective sales entry screen.

Invoiced

The check box under this column displays a check mark if the charge or discount has been invoiced.

Note: The Invoiced column is available at the Discount / Extra charges screen only if you are accessing the Discount / Extra charges screen by clicking Specific at the Sales orders, RMA orders, Service orders, or Quotations screen.

Button

Charges/Discounts

Click this to manually evaluate the header charges or discounts to be applied to the selected sales entry based on the criteria defined at the Charges/Discounts screen (go to System/Logistics/Charges/Discounts, and then click Open or New). For more information, see Creating and maintaining charges or discounts. If header charges or discounts are applicable, phantom lines for the respective header charges or discounts will be created.

Note: This button is available only if you have E-Charges & Discounts included in your license.

Calculate

Click this to calculate the amount for the item(s).

OK

Click this to save the changes made (if any) and exit.

Related document

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 16.817.732
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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