Tooling charges

Kinetic ERP
1

Curious as to how others handle “tooling charges” in Kinetic when the charge is wrapped into the piece price of an item? For example - we have a new customer requesting new parts that require special tools to produce. In this case, the tooling charges will be wrapped into the piece price of the new part, but the finished good parts are being bought to inventory. In order to issue a PO and account for these charges, what is the recommended way to handle in Kinetic??

We also have customers who prefer tooling be broken out as a separate charge, so in cases like this, we add it as a line item to the sales order and then issue a buy to order PO.

Any feedback is greatly appreciated.

1 Like
2

You can use a miscellaneous charge for this

3

Are you saying to issue a miscellaneous charge PO??

4

no, add a misc charge to the PO to account for the tooling, you can do the same on the sales order

5

This is what we do. We have two Misc charges, one for minor tooling <2500 and one for major tooling >2500.
When you add the tooling misc charge to the PO you can update the default description to something more meaningful for the part you are purchasing for (Description field has a 30 char limit)

1 Like
6

So we did try this, but for some reason when we add the misc charge it doubles the quantity on the PO line? Have you encountered this by chance?

One of my estimators just put together a test PO -
Line 1 for qty 1 at $5 and line 2 is qty 1 for $10. and each has a misc charge of $50.

Here’s a screenshot of what the lines look like on the PO before generating a PDF copy.

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And here’s a screenshot of the PDF, where the PO is doubling the quantity on each line from 1 to 2.

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As you will see, the total dollar amount is correct, but the quantities are not.

7

No, i haven’t seen this, i just tested this in 2023.2 and it works fine, I suggest that you do it again with tracing on, to see if any BPM’s are being called

8

@kristinak Is that the standard report and not a custom PO form? You can cause a lot of fun with the grouping in that form.

9

It appears our PO form has been customized so it totals properly at the bottom. I am no good at updating forms in Epicor :-1: so wouldn’t even know how to begin troubleshooting.

10

Same here. I know enough to only cause slight damage if I am careful and have outside help for the rest.