Invoicing extra charge % of part

  • Invoicing extra charge % of part

    Posted by DSC Communities on December 14, 2016 at 10:39 am
    • Kaela Hayes


      December 14, 2016 at 10:39 AM

      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 Hayes
      Accounting Assistant
      T&D Metal Products
      Watseka IL

    • Soren Smith


      December 15, 2016 at 3:11 AM

      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

      Soren Smith
      Nielsen & Partners Ltd
      Cape Town

    • Michelle Berry


      December 15, 2016 at 7:51 AM

      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.]

      Michelle Berry
      Anveo GmbH

    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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