Order Header Misc Charge and Misc Invoicing

The powers that be want to be able to add a discount to an order. The discount is to be at the order level, meaning not to a specific line item.

Since there is no Discount Amount at the header level (only a discount %), I’d have to use a Misc Header Charge. But they don’t appear on Misc invoices.

Yes I can add a Line Misc Charge to the invoice, but if we could do that we’d just apply a discount right at the line on the order.

We often have to make Misc invoices, for non-tangible (i.e nothing to ship) order lines, for things like “Test Reports”, “Site Survey”, etc… So these would require manually adding a Line Misc Charge on the invoice. But then when a shipment actually happens, the Order Misc Charge would be automatically added to the Shipment Order.

An undesirable solution would be making a Part entry for PartNum “DISCOUNT”. But I hate these as they leave the order open, as the never ship.

Any Thoughts?

Hi Calvin,

I saw this yesterday and considered options, thinking maybe some price list group type of thing could help, but I doubt it, from playing with it. I lean towards either A. your undesirable solution, or B. a bpm/customization calculator it helps them get the percent in there for the $ they want. Maybe a UD stores the $ on the header and they push button to apply it…I would only consider B if it is going to be frequent.

Nancy