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Billing for a second item based on a percentage of the extended price of a first service item

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I have a requirement for a method of billing for two related items:

The first Item is a service item with a unit price specified in a Trade Agreement as a tiered price.

The second Item is a related fee item which will always be shown as a quantity of 1 with a Unit price of 5% of the extended price of the first item.

Quantity         Item            Description                             Unit Price                Extended Price

10,001           A100      Copying / Fax Service                         20.00                      200,000.00

     1               A100        Admin Fee for Copy / Fax           10,000.00                        10,000.00

The second item can appear only on the Billing Schedule and/or Invoice. It doesn't have to be setup in inventory. The item number must be the same as the first Item which will be setup as a Service Item. The selling price of the second item must be a percentage of the Extended Price of the first Item. 

I am looking for suggestions on how to accomplish this. 

  • nunomaia Profile Picture
    nunomaia 11 Super User 2024 Season 1 on at
    RE: Billing for a second item based on a percentage of the extended price of a first service item

    You can't control unit price, but you can control quantity 

    2 services with the same code "M0051". The last item is always 1/100 of base quantity.

    When you explode BOM in Sales Order it will maintain quantities.     

    pastedimage1673390240617v1.png

    To get the same result in unit price, I think only by a customization  

  • MichaelPeck Profile Picture
    MichaelPeck 50 on at
    RE: Billing for a second item based on a percentage of the extended price of a first service item

    Using the sample data from my original post:

    Quantity         Item            Description                             Unit Price                Extended Price

    10,001           A100      Copying / Fax Service                         20.00                      200,000.00

        1               A100        Admin Fee for Copy / Fax           10,000.00                        10,000.00

    Follow on question:

    What is the setup required for the A100 Copying / Fax Service? This is currently identified as a Service Item. Will that be selectable in a BOM for a Kit Item?

    The second item must use the same Item ID: A100 but calculate a Unit Price of 5% of the Extended Price from the first line.

    Is there any special setup for the Kit Item?

  • Suggested answer
    nunomaia Profile Picture
    nunomaia 11 Super User 2024 Season 1 on at
    RE: Billing for a second item based on a percentage of the extended price of a first service item

    The only way that I see that is possible to get a near result without any customization is using BOM.

    Create a product with a bill of materials : 

    Line 1 - Quantity 1

    Line 2 - Quantity 0.05

    1. Create a Sales Order 

    2. Add BOM item and enter pretended quantity. For example : 100

    3. Explode BOM

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