Gang,
Is there a native way with Epicor Kinetic (we are hosted SaaS customer)? I’ve seen some posts on here that create customizations to upcharge line items, I was simply curious if there was a native way to do something like a 10% upcharge. I can probably work with a customization if needed, just curious.
We call that “overage” at my company and add it simply by overriding the unit price on the line and checking the “Lock Unit Price” box.
Why doesn’t a misc line charge work?
What is the upcharge based on? Specific customer? Specific Part? Product Group?
I just played around with the “I Hate THIS Customer” route and defaulted a 5% upcharge on them.
You’d have to test this through the whole process in case there’s something I’m missing… but…
The Customer.DiscountPercentage field on the Customer record is set to only be positive. But I just played with changing the format in Extended Properties to allow negatives.
And it worked!
I created a Sales Order with this customer… No discount % displayed. Well, that’s because the OrderHed.DiscountPercentage ALSO doesn’t allow negatives. So, back to Extended Properties, changed OrderHed.DiscountPercentage to a format of ->9.99
That worked…
Had to go through that Ext. Prop. exercise again on OrderDtl.DiscountPercentage… but… if I then add a line item, the default -5% discount on the customer DID make it through to the line item… and DID work out mathematically on the line item price:
That’s as far as I took this.
Also struck me that you could do this with a Misc. Charge. More straight forward.
You can set that up to apply a set percentage:
Here you can see both of my above applied to this line item.
The only noticeable hiccup I see in my first approach above (using a negative discount) is that the Sales Order header “summary” shows the “discount” as a negative… even though the line item summary didn’t have that issue. The TOTAL is still correct, though. So, math is still mathing… but the display is not correct.
The Other side of all of this is how you’re presenting this TO THE CUSTOMER, vs internally. Internally this is all good. But you may not want your Sales Order Acknowledgement to have a misc. “I Hate You” charge. So, if you’re showing misc. charge descriptions, remember that could be customer-facing.
Same with the OrderAck showing a negative discount… may be confusing and/or appear shady.
This is exactly why we just override the unit price at the line level for those situations… 
(I actually don’t know under what circumstances our sales team applies “overage” on customers, but they do it at the quote level, and it gets pushed through to the order.)
OK the story I am told. We are working through a dealer, the dealer tells us we can’t charge for any services and the customer insists on a 45% discount. Our answer in our old ERP was to upcharge 85%, then apply a 45% discount. The “Net Affect” is like a 8.9% upcharge. My hair brained idea was to upcharge this customer (and of course I get told, it is not all the time but ‘sometimes’) the 8.9% and write a fake Quote/Invoice that shows a fictional 45% discount using math in the reports. Hair Brained I know, ugh… Why do we agree to these things, but I guess it is a net upcharge so why do I complain.
I may to customize like @dcamlin shows, but I may have to make a customization that automagically upcharges the 98% to override the unit price and let them discount from there. A vast majority of our line items will be from CPQs.
OK Team I think I can simplify this with a Miscellaneous charge on the line, so Evan gets a decent win here 
Odd that line discount doesn’t discount the Misc charge so I figure out the appropriate charging, I think we are good.
