During order entry a preliminary administration and/or invoice fee could be applied and displayed on the Order header panel if the following is true:
- field Administration fee or Invoice fee in the Sales order type table and Customer file is set to YES.
- Any fee and/or limit has been entered on customer and/or currency level.
These preliminary fees are denoted with an asterisk beside the amount and are based on the current order value. This gives you the possibility to more accurately estimate the total order value already at order entry.
You can also view the preliminary fee on the Order settlements panel (accessed via an option or the function list) and Sales order enquiry if the following is true:
- You did not manually enter a fee on the order header
- The order header status is below 30
- The invoice total for the order is lower than any order value fee limit in the Customer file or Currency table
- The fee has not been applied on any invoice for the order.
The real fees are applied at pick list confirmation or at invoicing (if the order type is without pick list). If the customer generates backorders, the fee is only added to the first invoice.
Note: You can, however, change the fee at order header or when confirming the pick list (by clicking the function key for Maintain order).
When merging invoices
When merging invoices, the highest administration/invoice fee amount among the orders is compared to the fee amount in the Customer file and/or Currency table. Different scenarios apply:
- If the highest fee amount is the same as that in the Customer file and/or Currency table, the invoice total amount is compared to the fee limit in the Customer file and/or Currency table. If the invoice total amount is less than the fee limit in any of those locations, no fee is charged.
- If the highest fee amount is different than the fee amount in the Customer file and/or Currency table, the highest fee amount is charged.