We would like to automatically add a Shipping & Handling charge to all Sales Orders of a certain Order Type with the users having to enter additional information. What is the best way to enable this?
Best answer by AkilaR
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There is no way to connect a charge to an order type.
You can enter a charge on a customer record (via Customer/Order/Charges Tab)
You can also enter a charge to a specific sales parts (via Sales Part/Charges Tab)
You can also enter a charge directly on a customer order line and sales quotation line.
Help on Customer Order Charges:
Charges on customer orders work in a similar way. They also can be entered on customer orders as charge lines, and the lines can be connected to a specific customer order line. Additionally, 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. A charge type is used to enter various information that should be connected to a specific charge. 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. The information entered will be used by default, as soon as you select the customer. However, these default values can be manually changed if required.
You can also enter charges connected to specific sales parts. By connecting a charge type to a sales part, you will not have to enter a new charge line each time a customer order line is created. The information entered here is used by default, as soon as you enter a customer order line. However, you always have the option of changing these values manually.
In a sales quotation, sales charge types can be connected to quotation lines. If the charge percentage is used and charge lines are connected to a particular quotation line, base for charge percentage becomes the net amount in the connected order line. Therefore when creating customer orders, the charge line will take the same base for charges percentage.
When the charge line is not connected to a quotation line and the charge percentage or the charge cost percentage is used, then the base for charge percentage becomes the total net amount/curr in the sales quotation.
When customer orders are created from sales quotations, the charge lines included will have the charge percentage used in the sales quotation if they are not connected to quotation lines. However, if fixed charge costs are used with charge percentages in the sales quotation, then the fixed charge cost will be used in the customer order charge line. This means that each customer order created from the sales quotation will have the fixed charge as a whole, and therefore a collection of charge costs of such customer orders will not be equal to the initial fixed charge cost in the sales quotation.
When unit charges are used with a charge percentage or a charge cost percentage, base for charge percentage is calculated as given below:
Base for Charge% = (Net Amount/Curr) / Sales Qty
Charge Qty = Sales Qty of the Connected Customer Order Line
Net Amount = (Base for Charges% * Charge%*Charge Qty)
Userlevel 6
+11
Hi
You can create a custom event to accommodate your requirement. As per your requirement, since charges does not required to depend on the Sales Part, you can trigger the event at Customer Order saving point to create the charge lines automatically.
Hope this will help.
Regards,
Akila.
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