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I want to know that if there is a functionality where I can predefine an item charge for each of my customers separately, such as handling cost or storage cost which is automatically inserted whenever I create a Sales Invoice for that specific Customer.
I can do it through the Item Charge functionality but for that I have to add it every time I make a Sales invoice which is quite time consuming hence I am looking for an efficient way.
Interesting how others always suggest customization for basic functionality.
As already mentioned before - look into Recurring Sales Lines.
It can be set up to match Your needs. The additional charge can be set as a G/L account line in recurring lines, or as Item (with Inventory Type Service) or Item(charge) which is then added in Sales document, but it has to be additionally applied to other Item lines in the document (or previous shipments)
Hi, try the function below, you can set Code as customer number.
How to create recurring orders (Recurring Sales Lines and Recurring Purchase Lines)
Hope this helps.
Thanks.
ZHU
Hi,
For this customization required.
Add one field in Customer Master with lookup of Item Charges and Create button in Sales Document and right code, when press. it will create auto line of Item Charge. and then do the standard system process for posting.
Regards
Amit Sharma
www.erpconsultors.com
Press Yes if Info is useful.
Hi,
Depends on how you want that charge to appear. If it does not need to be an Item Charge (needs to be applied against the Item Lines), you could work with G/L Lines.
you can use Recurring Sales Lines functionality to automatically add Charge Lines to the Sales Document
Create Standard Sales Lines and you can do a small customization to add the Amount field so that you can default the price
After that, you just need to attach these Standard Sales Lines to the customer and define if these are added automatically on the Sales Documents.
Regards,
Vishal Sharma
I think in that case you need to go for customization.
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