You can view the total fee amount that is expected to be invoiced during sales order entry and also make any changes.
Note: You can also view the estimated surcharge amount to be added to the invoice via the Customer service enquiry. It is only an estimate since no actual sales order is entered in this enquiry.
- Select the Work with sales orders menu item.
- Highlight the applicable order header and click the Order settlements option.
- You access the Order settlements panel. The expected charges are displayed on the bottom portion of the panel. Note: Any preliminary fees (whether they be administration, invoice or freight fees) are based on the current order value and considered preliminary if there is an asterisk to the right of the Fee total field. This gives you the possibility to more accurately estimate the total order value already at order entry. To change any of the information click the Details function key.
- You access Order settlements, Summary details. Change that applicable.
For any preliminary fees, the real fees are applied at pick list confirmation (for administration, invoice and freight fees) or at invoicing (for administration and invoice fees if the order type is without pick list).