Surcharges

Yahoo Archive
1
We use Lot costing, and enter the base cost of the material on the PO which will go into the Material cost of the Lot, then Cost Adjust the Lot with the surcharge by entering it into the MaterialBurden field once we get the invoice. This way we can keep the 2 separate and track changes in surcharges if needed, plus it will still add into the overall material cost for the job.

Thanks,
Ed
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of robrodriguez_livoniatool
Sent: Wednesday, February 24, 2010 9:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Surcharges



We manufacture components out of sheet steel, this steel is changing very rapidly and will continue to do so for the forseeable future. Our vendors use surcharges to keep their quotes up to date, we are interested in doing the same. If anyone is using surcharges please let me know how you've accomidated this in Vista/Vantage.

Thanks,

Rob


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2
Does anybody out there deal with surcharges. The copper pricing is
sky rocketing (.70/lb May '03 to 1.40/lb+ last month) and we are
being forced to pass this cost along to our customers.
We have several customers that do not want to mess with their
standard cost so we are having to implement surcharges into our
system, which have to be updated monthly or quarterly depending on
customer. I had custom programming change the discount at the
invoice level so it would allow negative values and then increase
the invoice by the appropriate percentage. We now have more and
more customers requiring this and it is geting to be a maintenance
nightmare for our invoicing person. How has anybody else had to
deal with this, How did you handle it?
Any input is much appreciated

Thanks
David Ellis
3
We invoice the part based on a base price. Then, when invoicing, we add a precious metal surcharge that can be either positive or negative depending on the cost of the metal at shipment.

We've been using this method for several years now. One item to note is that we didn't do anything with custom programming.

Mike Lowe
Connor Manufacturing Services

-----Original Message-----
From: David Ellis [mailto:dellis@...]
Sent: Thursday, October 14, 2004 12:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Surcharges



Does anybody out there deal with surcharges. The copper pricing is
sky rocketing (.70/lb May '03 to 1.40/lb+ last month) and we are
being forced to pass this cost along to our customers.
We have several customers that do not want to mess with their
standard cost so we are having to implement surcharges into our
system, which have to be updated monthly or quarterly depending on
customer. I had custom programming change the discount at the
invoice level so it would allow negative values and then increase
the invoice by the appropriate percentage. We now have more and
more customers requiring this and it is geting to be a maintenance
nightmare for our invoicing person. How has anybody else had to
deal with this, How did you handle it?
Any input is much appreciated

Thanks
David Ellis





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4
We changed the pricing perminantly for smaller customers, but our
primary customer we treated differently. For this customer, we left
the quotes alone. We have a Report Builder report that takes the
invoicing data, filters by the 'GroupID' in the AR and by the
CustNum. This report has a formula that holds the percentage of the
surcharge, which can be changed as needed. The report is ran daily
after invoicing and calculates the surcharge amount. This amount is
entered as a miscellaneous invoice in it's own group and invoiced to
the customer (along with a printout of the RB report for details).
I don't often have much to offer to this group, so I hope this
helps. Let me know if you would like a copy of the report. We are
on v 5.0.

Thanks!
Ann Rohyans
AMFAB
amfab@...








--- In vantage@yahoogroups.com, "David Ellis" <dellis@m...> wrote:
>
> Does anybody out there deal with surcharges. The copper pricing
is
> sky rocketing (.70/lb May '03 to 1.40/lb+ last month) and we are
> being forced to pass this cost along to our customers.
> We have several customers that do not want to mess with their
> standard cost so we are having to implement surcharges into our
> system, which have to be updated monthly or quarterly depending on
> customer. I had custom programming change the discount at the
> invoice level so it would allow negative values and then increase
> the invoice by the appropriate percentage. We now have more and
> more customers requiring this and it is geting to be a maintenance
> nightmare for our invoicing person. How has anybody else had to
> deal with this, How did you handle it?
> Any input is much appreciated
>
> Thanks
> David Ellis
5
To handle surcharges that customers want broken down by invoice line I added
a VB field to both sales order and invoice line items. The unit price
remains remains the same in the part master (price .66 + .14 surcharge /
part master price .80). if a surcharge applies sales enters the surcharge
in the VB field of the sales order. The Sales order Acknowledgement and
invoice display the breakdown per line item. "Unit Price .66 Surcharge
.14 total .80" Simply a couple of subtraction fields, and everything else
flows through normally. Fields are suppressed on the forms if the surcharge
field is empty.

Shirley Graver
Systems Administrator
Rubber Associates

_____

From: amfabllc [mailto:amfab@...]
Sent: Thursday, October 14, 2004 3:31 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Surcharges


We changed the pricing perminantly for smaller customers, but our
primary customer we treated differently. For this customer, we left
the quotes alone. We have a Report Builder report that takes the
invoicing data, filters by the 'GroupID' in the AR and by the
CustNum. This report has a formula that holds the percentage of the
surcharge, which can be changed as needed. The report is ran daily
after invoicing and calculates the surcharge amount. This amount is
entered as a miscellaneous invoice in it's own group and invoiced to
the customer (along with a printout of the RB report for details).
I don't often have much to offer to this group, so I hope this
helps. Let me know if you would like a copy of the report. We are
on v 5.0.

Thanks!
Ann Rohyans
AMFAB
amfab@...








--- In vantage@yahoogroups.com, "David Ellis" <dellis@m...> wrote:
>
> Does anybody out there deal with surcharges. The copper pricing
is
> sky rocketing (.70/lb May '03 to 1.40/lb+ last month) and we are
> being forced to pass this cost along to our customers.
> We have several customers that do not want to mess with their
> standard cost so we are having to implement surcharges into our
> system, which have to be updated monthly or quarterly depending on
> customer. I had custom programming change the discount at the
> invoice level so it would allow negative values and then increase
> the invoice by the appropriate percentage. We now have more and
> more customers requiring this and it is geting to be a maintenance
> nightmare for our invoicing person. How has anybody else had to
> deal with this, How did you handle it?
> Any input is much appreciated
>
> Thanks
> David Ellis





Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
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[Non-text portions of this message have been removed]
6
We manufacture components out of sheet steel, this steel is changing very rapidly and will continue to do so for the forseeable future. Our vendors use surcharges to keep their quotes up to date, we are interested in doing the same. If anyone is using surcharges please let me know how you've accomidated this in Vista/Vantage.

Thanks,

Rob
7
Miscellaneous charge on the line item.



Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com







From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of robrodriguez_livoniatool
Sent: Wednesday, February 24, 2010 10:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Surcharges





We manufacture components out of sheet steel, this steel is changing
very rapidly and will continue to do so for the forseeable future. Our
vendors use surcharges to keep their quotes up to date, we are
interested in doing the same. If anyone is using surcharges please let
me know how you've accomidated this in Vista/Vantage.

Thanks,

Rob





[Non-text portions of this message have been removed]