You can manually enter most fees during sales order entry or during pick list confirmation.
Sales order entry
- Select the Work with sales orders menu item.
- Highlight the applicable Order header and click Shipping info.
- You access the Shipping information panel.
| Fee | Complete fields | Apply VAT |
|---|---|---|
| Freight fee | Freight | VAT Freight |
| Surcharge fee
This fee cannot be manually set on a sales order. If surcharge fees are to be applied they must have been set up in advance. |
Field Surcharge is set to YES if a surcharge fee will be calculated and applied on the invoice.
If you are working with a sales order (debit) you can set it NO if you do not want it applied. If you are working with credit orders this field is protected and cannot be changed for the following reason: The system calculates surcharges for items on order lines and their packaging during invoicing of the order. The calculated surcharges are stored together with the invoice. When an invoice with attached surcharges is copied to a credit order, which is subjected to surcharge (i.e. this field is YES), the system creates references on each corresponding order line to the original invoice lines during the copy process and keeps these references throughout the order cycle. This is done by the system in order to be able to retrieve the correct surcharge amount to credit when the credit order (note) is invoiced. When this field is YES the invoice reference field is protected and inversely when this field is NO the invoice reference field is open for maintenance. To avoid a mismatch between the credit order and the original invoice you cannot change this field when working with a credit order. |
|
| Insurance fee Can be entered as a set amount or calculated as a percentage. |
If you want a set amount:
Insurance If you want to calculate as a percentage: Calc insurance – set to YES Insurance % – enter the percentage. |
VAT Insur |
| Postage fee | Postage | VAT Postage |
| Administration fee | Admin fee – enter the amount.
Adjacent Admin fee field – set to YES. |
VAT Admin |
| Invoice fee | Invoice fee – enter the amount.
Adjacent Invoice fee – set to YES. |
VAT Invoice |
Pick list confirmation:
- Select the Confirm sales order pick lists menu item.
- Enter the pick list number and any other relevant information and click OK.
- Click the Maintain order function key.
- Click the Header option and then the tab for Shipping.
- Enter/change the fee information as described in the table above. Click OK to update.