Difference between revisions of "How do I Add a Fuel Surcharge To Logistics Invoices?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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This Article will explain how to add a fuel surcharge to the bottom of a Logistic Invoice.
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This article will explain how to add a fuel surcharge to a {{TI}} Invoice.
  
 
== More Information ==
 
== More Information ==
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In order to add a fuel surcharge you will need to go to;
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The standard method is to add a surcharge as a percentage of the invoice value. If you wish to add a fixed amount on a job this must be added using the
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{{Menu|Logistics Management|Invoice Production}}
 
  
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* Set-up the filters to capture the jobs to be invoiced.
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=== Surcharge as a Percentage ===
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** {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I Find a Customer?|customer]]}} you want to invoice.
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Go to {{Menu|{{TI}}|Invoice Production}}.
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** {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction.  
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* {{DataPrompt|Account:}} Enter the {{DataValue|[[How do I find a customer?|customer]]}} you want to invoice.
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** {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.''
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* {{DataPrompt|Invoice Date:}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction.
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* {{DataPrompt|Job Status:}} Enter the {{DataValue|[[How do I add or edit a logistics job status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.''
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* Set the {{DataPrompt|Discount Type:}} to {{DataValue|B}}.
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* On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure.
  
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* To add a ''' Fuel Surcharge'' you will need to;
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{{Warning|text=Entering  a positive amount will result in a discount being applied rather than a Fuel Surcharge added.}}
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** Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}} to apply a blanket discount to the whole of the invoice.
 
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** On {{DataPrompt|Discount %}} enter the {{DataValue|percentage}} that you want to charge for for fuel as a '''negative''' figure.
 
  
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{{Warning|iconsize=small|text=Entering  a positive amount will result in a discount being applied rather than a Fuel Surcharge added.}}
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* Now [[Invoicing Logistics Jobs|invoice]] out the Jobs in the usual fashion.
  
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* Now [[Invoicing Logistics Jobs|invoice]] out the Jobs in the usual fashion.
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=== Surcharge as a Value ===
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When [[How do I create a logistics job?|creating]] the job you may enter the nett value to charge using the {{DataPrompt|Extras}} field.
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* This will be added to the rate and printed as the Total nett on the job.
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* If you wish to make your customer aware of the charge please add a suitable comment to the job information section e.g. {{DataValue|Fuel Surcharge Applied}}.
  
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When printing the invoice the total for the job will include this extra value.
  
 
== See also ==
 
== See also ==
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*[[How do I Find a Customer?]]
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* [[How do I find a customer?]]
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*[[Platinum Dates]]
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* [[Platinum Dates]]
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*[[Entering Logistics Management Jobs]]
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* [[How do I create a logistics job?]]
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*[[Invoicing Logistics Jobs]]
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* [[Invoicing Logistics Jobs]]
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{{Guide}}{{KB_Tags|Add, Adding, Include, Fuel, charge, Surcharge, Invoice, Logistics}}{{KB_TI}}
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{{KB_Tags|add, adding, include, fuel, charge, surcharge, invoice, logistics}}
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{{How}}{{Guide}}{{KB_TI}}

Latest revision as of 06:30, 10 March 2022

Summary

This article will explain how to add a fuel surcharge to a Logistics Management Invoice.

More Information

The standard method is to add a surcharge as a percentage of the invoice value. If you wish to add a fixed amount on a job this must be added using the

Surcharge as a Percentage

Go to " Logistics Management Invoice Production".

  • "Account:" Enter the 'customer' you want to invoice.
  • "Invoice Date:" Enter a 'date' to be printed on the invoices and stored on accounting records as the date of the transaction.
  • "Job Status:" Enter the 'status' for tickets you want to invoice. Leaving this blank will result in the job status being ignored.
  • Set the "Discount Type:" to 'B'.
  • On "Discount %", enter the fuel surcharge 'percentage' that you want as a negative figure.
Entering a positive amount will result in a discount being applied rather than a Fuel Surcharge added.
  • Now invoice out the Jobs in the usual fashion.

Surcharge as a Value

When creating the job you may enter the nett value to charge using the "Extras" field.

  • This will be added to the rate and printed as the Total nett on the job.
  • If you wish to make your customer aware of the charge please add a suitable comment to the job information section e.g. 'Fuel Surcharge Applied'.

When printing the invoice the total for the job will include this extra value.

See also


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Keywords AND Misspellings
add, adding, include, fuel, charge, surcharge, invoice, logistics
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