I’m trying to understand the functionality of the Order Header Misc Charge frequency setting. We had a sales order with multiple lines, one of the lines was a dropship from the supplier. The rest of the lines were manufacture and shipped from us. The dropship line was the first to ship, so we go into the sales order and add a misc charge for the freight to dropship. We put the charge as order header misc. charge and set the frequency to “first”. The charge added to the invoice with no problem. We then had a shipment from here and when the invoice was created the header charge for the dropshipment freight pulled on to this invoice also. So I don’t understand the functionality of the “first” frequency. I realize we should have put the dropship freight at the line misc. charge. But, I still don’t know why it added that amount when really this was the second shipment and second invoice of that sales order.
I would appreciate any thoughts on this.
Thanks!
Jill
Misc Header Charges apply to any shipments of any lines of the order.
Misc Line charges apply to just that order line.
I think examples would help best:
Order# 12345
Line 1 Widget001 10 EA @ $1.50
Line 2 Widget002 20 EA @ $2.00
Line 3 Widget003 30 EA @ $3.00
** Misc Charges **
Header Charge - "Proj Setup Fee", $100 on first shipment
Line 1 Charge - "Haz Shipping Fee", 10% on every shipment
Line 2 No misc charges
Line 3 Charge - "Documentation Fee", $50 on last shipment
Packer 1
Line 1 Widget001 10
Line 2 Widget002 10
Line 3 Widget003 10
Invoice 1 (for Packer 1)
Line 1 10 Widget001 $15.00
"Proj Setup Fee" $100
Line 2 10 Widget002 $20.00
"Haz Shipping Fee" $2.00 (10% of the $20)
Line 3 10 Widget003 $30.00
Packer 2
Line 1 Widget002 10
Line 2 Widget003 10
Invoice 2 (for Packer 2)
Line 1 10 Widget002 $20.00
"Haz Shipping Fee" $2.00 (10% of the $20)
Line 2 10 Widget003 $30.00
Packer 3
Line 1 Widget003 10
Invoice 3 (for Packer 3)
Line 1 10 Widget003 $30.00
"Documentation Fee" $50.00
I assume the “Last Shipment” is determined by the order line being closed. If the order was for 100, but only 99 shipped, and the customer didn’t need that 100th peice, you’d want to close the orderline before creating the invoice.
Thank you for the input, I think I’m going to have to call support on our issue as we did have the header misc. charge set to first and when we sent the second shipment, this amount was still added. So, perhaps we have a glitch.
One thing I’m not clear on is a Header Misc charge that has a frequency of “First” only added to the very first invoice generated? Or does it add to each invoice, the first time an order line is used?
In my example, at least every line was shipped on the first packer. If only SO lines 1 & 2 were shipped on packer one, I’d expect the Invoice to include the Misc charge.
But if SO line 3 was later shipped on its own packer, and then an invoice created for just that packer, would the Misc charge get added again?
I have started a call with them but now waiting for them to contact me back.
This was 2 separate lines that shipped, and each of the invoices had the Misc. charge added to it. I’m wondering if the fact that one of the lines was dropshipped from a supplier and the other was shipped direct from here has anything to do with it. Hopefully, they get back to me soon.