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Apps 10: Solution needed for hiding Charges in customer order confirmation and invoice

  • June 23, 2021
  • 4 replies
  • 206 views
ALHAGMO
Hero (Customer)
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Hi community,

with several of our customers we have agreed not to invoice freight for example. 

But our freight department want’s to have revenues to compare to cost.

Usually we have one price for the whole customer order, even if having several lines.

Now we are looking for a solution to summarize all lines and charges into one amount for the reports Customer order confirmation and invoice.

One idea would be in layout / report designer to show only the first line using the total amount.

Are there any other ideas how to resolve this?

Thank you for your feedback!

Regards Martina

Best answer by ShawnBerk

Yes, we use a separate layout for certain orders that condenses the order to one line and one amount only.  Not for exactly the same reason as you, but similar concept.  We use a custom field on the customer order header to change which layout is used on the confirmation or invoice. You should be able to achieve what you need in a similar fashion.

H
Thushitha Chandrasiri
I
This topic has been closed for replies.

4 replies

J
Superhero (Employee)
Forum|alt.badge.img+15
  • jabous
  • Superhero (Employee)
  • June 23, 2021

Print Collect Charge
If this check box is selected, it indicates that the collect charge is to be printed on the Order Confirmation.

You could try to Uncheck both Print Charge & Print Collect Charge, and see if you get the results you need.

ALHAGMO
S
Superhero (Customer)
Forum|alt.badge.img+28
  • ShawnBerk
  • Superhero (Customer)
  • Answer
  • June 23, 2021

Yes, we use a separate layout for certain orders that condenses the order to one line and one amount only.  Not for exactly the same reason as you, but similar concept.  We use a custom field on the customer order header to change which layout is used on the confirmation or invoice. You should be able to achieve what you need in a similar fashion.

ALHAGMO
ALHAGMO
Hero (Customer)
Forum|alt.badge.img+10
  • ALHAGMO
  • Author
  • Hero (Customer)
  • November 10, 2021

Hi community,

thank you for your answers! After discussing your proposals we are stuck again, as we are using Stage Billing. We do no think, that we will have the correct printouts then…

Regards Martina

ALHAGMO
Hero (Customer)
Forum|alt.badge.img+10
  • ALHAGMO
  • Author
  • Hero (Customer)
  • November 10, 2021

Another idea would perhaps be to use Project functionality for freight revenue and cost consideration. But I am not yet that deep in the project options to know enough about it.

 

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