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Legend delivery surcharge option
continued from What's new at
Karmak?
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Now available
with Version 5.8-1, a new Branch Option File line for Parts
Order Entry/Processing (PO120) may be used to apply a
surcharge to every delivery parts order. Branch Option File line
199 (Surcharge on delivery parts orders) defaults to a blank
setting, which allows Parts Order Entry/Processing (PO120)
to function as it did prior to the enhancement. If this line
contains invalid information, it will also function as it did
prior to the enhancement (i.e., no surcharge applied). However,
when this line is set with three valid pieces of information, a
surcharge will be applied to delivery orders.
-
A valid miscellaneous billing option for the surcharge.
-
Flat rate or percentage Parts/Total Invoice flag that is
a one-character field with three possible settings:
-
A number representing either the flat dollar amount or
percentage of sales that will be multiplied by either the parts
total or the pre-tax invoice total to get the surcharge amount.
Must be greater than zero.
For example,
045P2.000 would be a valid setting for Branch Option File line
199. The "045" is the billing option that will be added to
the sales order, "P" is the Parts/Total Invoice flag setting
(percentage based on parts total only), and "2.000" indicates
that the surcharge amount will be 2% of the parts total.
Invalid
information in this line would include:
- The miscellaneous billing option is not found in the
MASTER:BILOPTN.DAT file.
- The Flat Rate or Parts/Total Invoice flag contains anything other
than P, T or F.
- The percentage or flat rate is equal to or less than
zero, or it contains alpha characters.
If the program
finds valid information in Branch Option File line 199, it will
attempt to add the surcharge to the sales order, which occurs
immediately before the Invoice, Batch, Held order, Picking list,
packing Slip, Restart, or Void? prompt appears. This attempt
includes the following process:
-
Checks the privilege level for the miscellaneous billing
option in Branch Option File line 199 against the privilege level
in Parts Order Entry/Processing (PO120) Central Parameter
line 5 (Miscellaneous billing option privilege level). If the
privilege level for the billing option is greater than the level
defined in Central Parameter line 5, the Privilege not high
enough to add surcharge! <cr> to continue message
appears,
and the surcharge is not added.
-
Continues its attempt to add the surcharge by reading
through all of the current line items on the sales order. If any
of those line items match the billing option in Branch Option File
line 199, those line items will be deleted, and the program then
refigures the invoice totals.
-
Calculates the surcharge amount according to the
Parts/Total Invoice flag setting. When the surcharge is added to
the sales order, this amount will be placed in the Special Price
field in the PICKS record (the new line item for the surcharge
will not have a cost).
-
Checks to see if the Price G/L, Cost Debit G/L, or Cost
Credit G/L numbers for the billing option are scheduled. If any of
the G/L numbers are scheduled, the program prompts for a control
number.
If the schedule for the G/L number is flagged with a W, a
valid new and used vehicle unit or an override for an invalid unit
must be entered. If the schedule for the G/L number is flagged
with an L, a valid lease and rental unit or override for an
invalid unit must be entered. If none of the G/L numbers are
scheduled, there will be no prompt for a control number.
-
Adds the surcharge and amount to the sales order using
the billing option defined in Branch Option File line 199. The
amount is calculated according to the Parts/Total Invoice flag
setting and percentage defined in Branch Option File line 199.
-
Continues to the Invoice, Batch, Held order, Picking
list, packing Slip, Restart prompt.
For more information on using Branch
Option File 199, please contact the Legend Parts & Service Support
Department at 1-888-671-6008 or
.
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