Invoice Surcharge

Holly

What would be your recommendation to add a Percentage surcharge line to a Sales Invoice based on the Customer? The charge is not related to the Item purchased but to the Customer Type. Certain Customers will need to have an additional line added to the Invoice which will be for 10% of the overall net value of the Invoice.

Considerations: The Invoice is automatically created using customisation, We are using NAV 2009

Thanks for your help.

ara3n

well create the setup table that will store the customer specific rates.

modify your routine that creates the invoices and adds the chargeItems and assigns them to the sales lines.

Holly

I think I understood but to confirm. Create a table such as Sales Price, to store any customer with their Surcharge %.

Then in the invoice creation routine, add some code that will check if Customer has Surcharge record. If Yes, then insert a line of Type Charge (Item) with a Unit Price = Surcharge% of Sales Line Total.

ara3n

Yes, you understood correctly.

Holly

Thank you very much for your help.