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Sales Charge auto-assigned in Customer Orders based on Delivery Terms

  • 29 June 2022
  • 2 replies
  • 115 views

Userlevel 5
Badge +6

The customer has the below query.

Can we auto-assign a Sales Charge in a Customer Order based on the customer and their delivery terms? In the Customer > Order > Charges window, we can set Charges to be automatically assigned to the order. How about if we only want Customer Orders with PICKUP Delivery terms to have this Sales Charge?

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Best answer by Rasika Lakmal 30 June 2022, 17:49

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Userlevel 7
Badge +17

You have the option of entering a charge on the Customer/Order/Charges tab, in which site specific charge types are connected to the customer. By connecting a charge type to a customer, you will not have to enter a new charge line each time a customer order or sales quotation is created. However there is no functionality to define auto fetch the charge type based on the delivery term of the customer’s delivery address.

Userlevel 4
Badge +9

@Anupa Arachchige  @Rasika Lakmal  would this be feasible by using workflows? Or a custom event

 

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