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ID750 Combine Freight Charges On Contract Misc Tab for Invoice Overview & Sample

ID750 combines your sales order freight charge with the order's corresponding contract invoice. You must be following best practice of linking your supply orders to the contract. (Please see THIS POST for those Best Practices.) This process will NOT work if you bill base AND overage to the leasing company.

This alert takes advantage of new functionality available in eAutomate 8.0 to automatically create a new misc charge on a contract when a supply order is shipped. We are now able to do this while maintaining a permanent record on the contract of what was billed for which shipment, and when. When invoiced the customer will see an itemized breakdown of what they were billed for (contract charges vs. shipping charges-see sample below). This alert will look at SalesOrder Shipments where the Bill checkbox is not checked and the item is associated with a contract and will create using Variable2 & VariableX to determine the amount to add the ContractMiscCharge on the contract(s).


Variable2 is set to either Markup, Cost, or FlatRate.

Variable3 is the Contract MiscCharge code to use for these inserted charges

Here is alert output which shows the SO invoice# freight charge for reference (please note the indication of no charge assessed on line 2, this is due to excluded ship method(s) listed in your Variable1 of your subscription):

You can find these freight charges under the contract Misc Tab:

Here is the detail of those charges under Misc Tab (access by editing line item):

 

You must set globally in eAuto if Misc Charges on ContractRecord will be enabled with Base and/or Overage via List & Codes/Contract Misc Charge Codes. (if you check off both Base & Overage, then the charge will bill with the next most recent billing whether it be base or overage. Most people just set this to overage to avoid any problems if the base might bill to an alternate part (i.e. Lease company).

When you receive the email from ID750 showing which contracts the misc charge(s) has been added to, you can override when the charge will be assessed by double clicking on the charge and changing whether it bills with the base or overage or lease to override this global setting if needed. It will then bill accordingly with that contracts next invoice when pushed through the billing queue.

**Please note ID750 will not work if you bill base AND overage to the leasing company.

Here is sample of contract invoice showing freight charges on front page of invoice:

 

**If multiple freight charges incurred, only one line item will appear on invoice showing TOTAL of all charges.

 

Variables:

VariableW=ZCJFreightChargesToContract Custom Property used on Customer/Contract to defer/charge (You must set to 'defer' if you do not wish for charges to be assigned to the contract. If this configuration left blank on contract record, then will automatically assign freight charge per your subscription settings.)

 

 

VariableX=FlatRate or Multiplier for freight cost (i.e. $9.00 (for flat rate) or .15 for 15% multiplier)-one charge per shipment, not per line item

VariableY=Include/Exclude Credited Fulfillment reversals Do you wish to credit client for freight if SO is credited? Set to Include will credit freight charge if shipment reversed, Exclude will not credit if shipment reversed.

VariableZ=Include Order Type(s) (separate list of order types with comma)

Variable1=Exclude ShipMethod(s) (separate list of order ship methods to exclude)

Variable2=Enter Freight Price Method as one of (Markup, Cost, FlatRate)*see definitions below

Variable3=Misc Charge Code to use on Contract Charge

Variable4=Contract BillCode(s) to include (blank for all, seperate list with comma)

Definitions:

FlatRate-fixed freight charge to be assigned to each charge

Cost-actual freight cost on Sales Order (must be subscribed to ID200 for this functionality to work)

Markup-% markup applied to actual cost of freight (must be subscribed to ID200 for this functionality to work)

 

Contact help@ceojuice.com for detailed implementation

 

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