You can view the total fee amount that is expected to be invoiced during sales order entry and also make any changes.
Note: You can also view the estimated surcharge amount to be added to the invoice via the Customer service enquiry. It is only an estimate since no actual sales order is entered in this enquiry.
- Select the Work with Sales orders menu item.
- Highlight the applicable order header and click Order settlements.
- You access the Order settlements panel. The expected charges are displayed on the bottom portion of the panel. Note: Any preliminary Administration/Invoice 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. To change any of the information click the Details function key.
- You access Order settlements, Summary details. Change that applicable.
For any preliminary fees, 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.
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