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


Anupa Arachchige
Sidekick (Employee)
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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?

Best answer by Rasika Lakmal

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.

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2 replies

Rasika Lakmal
Superhero (Customer)
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  • Superhero (Customer)
  • 214 replies
  • Answer
  • June 30, 2022

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.


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  • Hero (Partner)
  • 190 replies
  • August 22, 2023

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

 

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