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[Kaela Hayes]

Can anyone tell me if there is a way to insert an automated #% charge off of the total amount being invoiced to the customer? Ideally we want to charge the customer an additional 2% of inventory being shipped and/or freight charged as a built in scrap allowance should the customer ask for a credit and scraps at their site. We know how to add additional lines to the invoice without the need of a dollar amount being inserted but we want to have the extra line auto-populate calculate 2% off of the inventory and/or freight.

-Kaela

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Kaela Hayes
Accounting Assistant
T&D Metal Products
Watseka IL
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[Soren Smith]

Good morning,

Out of the box in standard NAV there are not any possibility of this.
It is not very difficult to add as a customization to your system, and something your normal NAV Partner should be able to do within an estimate of 2 days.

To do it proper you would need a SETUP, perhaps a modification around Items to indicate if they are exempt from the charge; and finally a minor modification to the central posting routine.

Kind regards

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Soren Smith
Nielsen & Partners Ltd
Cape Town
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[Michelle Berry]

This process you are asking for is called ‘factoring’ and can be based on vendor factors, inventory factors or even a factor based on customer pricing group where Product Group and Inventory Group based on Item Pricing Group; this is a design build, not a std. feature of NAV.  Used commonly in the pressure guage, parts [supply chain dist.]

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Michelle Berry
Anveo GmbH
Hamburg
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