Adding Tarriff surcharge "lines" to customer quotes/SO/Invoices

Kinetic ERP
1

We are a US manufacturer seeing increased costs on our raw materials depending on their sources and/or rising costs of US materials due to competitive landscapes. We want to be able to add a flexible surcharge to the invoice (and possibly the SO and Quote) however our language states that the final charge would be based on the costs as of the ship date - and with tarriffs changin weekly that can vary quite a bit between SO receipt and shipping/invoicing. Also this is only passed thru to US customers and the impact will vary not only with timing but by product line.

Customer service wants to add a tarriff part number to charge as a seperate line, which seems like a bad idea because that would double our quantities shipped, etc. Is there a better way to handle this either on the full invoice as a shipping + tarriff misc charge broken out into multiple line items, or at the line level, showing the base price then showing the tarriff surcharge for the part*qty just below each line? And how can we setup a GL control if this is a misc charge at each line level? Would we have to customize the invoice print forms for this to display correctly?

Also can it be pulled forward to quotes/SO? How are others handing the surcharge as a line item? Any examples?

2

You can have a Line Level Misc Charge.

We do it as a Header level Misc charge but there is the option for Line Level.

Edit to Add:
The BPM Cookbook on EpicWeb will give you step by step instructions as to how to create a BPM to automatically add a Header Misc Charge and you can also use that as a template to create a Line Level Misc Charge auto-add BPM.

Similarly you can use the guide as an outline for how to do the same thing at the Quoting level.

I think your biggest challenge regardless of where you put it (or if you go the auto-add route I mention) is the fact that you will have a potentially variable rate or value that will change at shipment.

3

Agreed. Is that variable field something we can have shipping update on the SO to transfer to the invoice, or our invoicing team can adjust in conjunction with shipping based on the calculated rate?