Purpose
This option allows you to add a ‘Service Charge’ product code to a Sales Order. A product is defined as a ‘service charge’ via the product classification of the Product Group it belongs to.
Sales of Service Charges form part of the data available in the Sales Analysis system. In all other ways a ‘Service Charge’ product looks and works in the same manner as an ‘Add-on’ charge product.
Good examples of ‘Service charges’ include such things as Freight, Handling, Postage, Packaging, Insurance and similar miscellaneous charges.
Data Input
Product
Select the Service Charge product code you wish to add to this order. For details on the use of “codes”, see The Roles of “Codes” in Online Advantage
It is expected that the product entered here is a service item, and not a stocked item or add-on type product. If you do enter a stocked or add-on type product, the screen will automatically ‘switch’ to the correct mode of entry for that product’s classification.
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Price
Enter the price for this service charge item. Note: this is not a unit value, but the total charge being made as “Service” products do not prompt for a “quantity” but assume a quantity of one. They are a total value charge only. Note that if a price has previously been set on the price list for the service product, or a specific price for the customer for this product exists in the system, it will be used as the default value and is then available for editing. Look here for more details on pricing.
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Discount
Enter any percentage discount to be applied to this specific service charge item only. Discount percentages cannot be entered where the price applied is a “Contract Price”.
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Value
Displays the gross value of the sales item i.e. Qty x unit Price less Discount [where the quantity is always 1].
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Tax Code
The tax rate and code as defined on the product is shown for verification. If a ‘Tax Exemption Certificate’ has been entered at the start of the order, then the tax percentage used here is 0% for this order.
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Tax
Displays the tax based on the tax percentage of the item applied to the value of the charge.
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Nett
Displays the extended nett price of the product i.e. Qty x unit Price less Discount + Tax [where the quantity is always 1].
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Special
Select this option, to nominate when a ‘Special Sale’ (or credit) occurs. The rules for when a transaction is a special are determined by internal policy but it allows you to isolate these transactions separately in the Sales Analysis system so that ‘Special Sales’ can be excluded from ‘Normal Sales’. It may be that a one-off sales transaction has occurred at a price quite different to the normal price or that the quantity of this one-off sales transaction is so great that it is appropriate that the transaction be separated from orders classed as normal sales activity. See here for a more detailed description of Special Sales.
Record on this Despatch
This prompt is available in ‘Service Charge’ Sales items when in the ‘Specified Despatch Orders’ function. When despatching an order in parts, you may want to invoice the charge with the first despatch or the last despatch, or even every despatch. Select this option to include the ‘service’ charge on this specific despatch.
NOTE: this option is NOT applicable to ‘Sales Order Entry’ or ‘Manual Despatch’ docket entry/adjustment.
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Leave on Original Order
This prompt is available in ‘Service Charge’ Sales items when in the ‘Specified Despatch Orders’ function. Select this option to keep the ‘service’ charge on the original order for use on later despatches if required. This prompt defaults to ‘Not Selected’, so the default behaviour is to invoice the full charge with the first despatch with no further charges on subsequent despatches.
NOTE: this option is NOT applicable to ‘Sales Order Entry’ or ‘Manual Despatch’ docket entry/adjustment.
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Text
Enter any notes you wish to add that specifically relate to this particular service charge line item. These notes appear on picking dockets, packing slips, despatch dockets, customer invoices and all customer/order related displays for the line item.
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Job Number
This prompt is ONLY available in the ‘Job Invoice’ entry function so it is specific to the Job Costing module. It is used to allow the selection/entry of a project/job so that the revenue relating to the ‘service’ item will flow through to the Job Costing analysis and reporting functions.
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Account
This prompt is ONLY available in the ‘Job Invoice’ entry function so it is specific to the Job Costing module. The selection of an appropriate Chart of Account should be made so that the revenue relating to the ‘service’ item will flow through to the correct job/project in the Job Costing analysis and reporting functions.
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Branch
This prompt is ONLY available in the ‘Job Invoice’ entry function so it is specific to the Job Costing module. Select the branch that is appropriate for the updating of the job details in the Job Costing system.
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Division
This prompt is ONLY available in the ‘Job Invoice’ entry function so it is specific to the Job Costing module. Select the division that is appropriate for the updating of the job details in the Job Costing system.
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