Walkthrough: Small order charges

Article01/31/20242 min read

We want to encourage the Fairway Sound Café (61000) to order for more than 250.00. We do that by charging 7.50 on orders that are below that value.

  1. Select the Search icon , enter Sales Orders, and then choose the related link.
  2. Select New to create a new entry.
  3. In the Customer field, enter the name Fairway Sound Café.
  4. Fill in lines:
    ItemQuantity
    10801
  5. Choose the Release action (link the order to the existing call entry if the message pops up)
  6. Choose the Expand action
  7. Verify that there is a G/L Account line with description Order (<250.- surcharge 7.50)
  8. Reopen the Order and change Quantity to 20.
  9. Release again.
  10. Verify that there surcharge is not there.

Explanation

The discount in this exercise is defined in a Condition Rule. This Rule can be verified:

  1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
  2. Select Rule No. 34 and choose the Edit action.
  3. On the General FastTab, in the Calculation Code field, the CHAR_FIX code is selected. We use this code for our on-invoice fixed amount charges.
    • The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
  4. The Description (General FastTab) makes clear what the charge is about. It is shown on the order and can be printed on the invoice.
  5. The rule has the Certified status. Which means that it will be used in transactions that meet the criteria for the rule. Rules with other statuses will never be used in transactions.
  6. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 61000 (Source Type and Source No.) and based on transactions with that customer (Based on Source is Member).
  7. On the Item FastTab, we selected the Per Document Item Type. This means that the charge is one-time applicable on every transaction.
  8. In the Based on Item field, we selected All Items to make clear that the charge does not depend to what is sold.
  9. In the Rates FastTab, 240.99 is set in the Maximum Amount field and GBP is selected in the Unit of Measure (Price) field and the Rate Unit (Fixed Price) has the 7.50 surcharge.

You can use this example to implement such a condition by yourself.