Select and Unselect the Service Charge check box in Allow section of the Miscellaneous Charge Edit window

Reference No: R2-757

Support has been provided to select or clear the Service Charge check box in Allow section of the Miscellaneous Charge Edit window and calculate the Service Charge Amount on Miscellaneous  Charges on Orders and Invoices accordingly in the system.

The functionality is explained with a Sample Work Flow:

Scenario I

Prerequisites

1. Select the Configuration module.

2. Click the Misc Types button. The Misc Types window is displayed.

3. Click the Add button to create a custom Misc Type.

4. Create various Misc Types, as shown in Figure 1.0.

5. Click OK.

6. Save and Exit the Configuration module.

7. Relaunch the R2 application.

8. Select the Maintenance module > Employee tab > Site tab.

9. Create a Site [NEWYORK] with the settings, as shown in Figure 1.1.

10. Select the Maintenance module > Customer tab > Company tab.

11. Create a Company [JBM] of Company Type - Master Bill.

12. Create a Master Billing definition named [AV DEMO] and tag it to [JBM] in Master Billing field, as shown in Figure 1.2.

13. Click the Misc importable button in the Master Billing window. The Master Billing for Commission Group window is displayed, as shown in Figure 1.2.

14. Click the New icon to create new Commission Groups and define the MBCommission %, as shown in Figure 1.2.

15. Exit the Company [JBM] window.

16. Select the Maintenance module >  Items tab > Misc  Charges tab.

17. Click the New icon and create the Misc Charge [MISC#3] by selecting the Misc drop-down, tagging the Commission Group and selecting the Service charge check box in the Allow section, as shown in Figure 1.3.

18. Click OK and exit the Misc Charges Edit window.

19. Create the following Misc Charges by selecting the respective Misc drop-down, tagging the Commission Groups and selecting the Service charge check box in the Allow section, as shown in the below Table 1.0.

Table 1.0 Misc Charges with respective Misc drop-down and the Service charge check box in the Allow section

Misc Charges Name	Misc drop-down	MB Commission	Service Charge check box in the Allow section
MISC#4	Misc	MISC
MISC#5	Misc	MISC
FREIGHT#6	Freight	FREIGHT
LABOR#7	Labor	LABOR
VENUE CHARGES#8	Venue Charges	VENUE CHARGES
TRAVEL EXPENSES#9	Travel Expenses	TRAVEL EXPENSES

20. Place the Form [169500] in the same path where the other forms are placed.

21. In the Maintenance module, click the Form Setup  icon. The Form Setup window is displayed.

22. Perform the Form Setup with attached Form providing the Name [MB INVOICE PRINT] of the Order Type [Invoice] for the Form [169500], as shown in the Figure 1.4.

23. Click OK.

24. Select the Maintenance module >  Items tab.

25. Create Serial Items [SITEM#A] and [SITEM#B] by receiving some Assets.

26. Exit the Maintenance module.

Sample Work Flow

1. Login to the R2 application in Site [NEWYORK].

2. Select the Account module > tag a Company [JBM].

3. Create a Rental Reservation Order [CO314906].

4. Click the Sales Person importable button. The Employee window is displayed.

5. Tag the Sales Person [ROBERT J JEFFERSON].

6. Select the Payment tab and select the Master Bill check box. The Master Bill [AV DEMO] is displayed in the ID field.

7. Select the Pay At drop-down as Periodic Billing with the Billing Terms as Daily.

8. Search and Add the Items [SITEM#A] and  [SITEM#B] for Rent with the Unit Price [100.00].

9. Select the Search Inventory drop-down > Misc Charges option. The Search Items window is displayed.

10. Search and add the Misc Charges with the Unit Price [100.00] to the Order [CO314906], as shown in Figure 2.0.

11. Select the Sub Total tab.

12. Let the Tax Applicable check box be selected for all the sections, as shown in Figure 2.1.

13. Click the More button in the Service Charge section. The Service Charges on dialog box is displayed.

14. Select the Misc/Freight check box and click OK to apply the Service Charge on the Misc/Freight Items, as shown in Figure 2.1.

15. Enter the Percent [10%] in the Service Charge section and click the Total button in the Order.

16. The Amount is displayed as 120.00 with the calculation, as shown in the below Table 2.0.

Table 2.0 Calculation of the Service Charge applied on the Misc Charges

Item and Misc Charges	Amount defined	Calculated % of Amount	Service Charge check box in the Allow section of the Misc Charges  Edit window
Item [SITEM#A] and [SITEM#B]	3d*100.00=300.00 3d*100.00=300.00 Total = 600.00	10% of 600 = 60	The Item's Service Charge check box in the Allow section of the Item Edit window remains to be always selected and cannot be viewed in the Item Edit window
MISC#3	100.00	10% of 100 = 10
MISC#4	100.00	10% of 100 = 10
MISC#5	100.00	The Service Charge is not applied, as the Service Charge check box in the Allow section of the Misc Charges [MISC#5]  Edit window is not selected.
FREIGHT#6	100.00	10% of 100 = 10
LABOR#7	100.00	10% of 100 = 10
VENUE CHARGES#8	100.00	10% of 100 = 10
TRAVEL EXPENSES#9	100.00	10% of 100 = 10
	TOTAL	120.00

• The Service Charge Amount is applied to the Misc Charges in an Order, only when the Service Charge check box in the respective Order line Freight/Misc Cost window  is selected and when the Misc/Freight check box in the Service Charges on dialog box within the Order Sub Total tab is selected.

• The Service Charge Amount is not applied to the Misc Charges in an Order, if either of the Service Charge check box in the respective Order line Freight/Misc Cost window or the  Misc/Freight check box in the Service Charges on dialog box within the Order Sub Total tab is not selected.

• When the Service Charge Type drop-down in the Sub Total tab is selected as Fixed, the Fixed Service Charge is applied to the Order Total Amount irrespective of the Service Charge related flags.

17. The Sub Total is displayed as [1420.00] with the sum of the Total [1300.00] and Service Charge Amount [120.00].

18. The Order Total is displayed as [1562.00] with the 10% Tax [142.00] applied to the Sub Total [1420.00], as shown in Figure 2.2.

19. Click the Done icon to generate the Invoice.

20. In the Account window > select the View menu > Master Bills option. The Search Master Bills window is displayed.

21. Click the New icon. The Master Bill Invoice window is displayed. Tag all the mandatory fields and click the Add Invoices icon. The Master Billing Invoice List window is displayed with the 3 Invoices, as shown in Figure 2.3.

22. Click the Tag All icon > OK.

23. Exit the Master Bill Invoice window. The system displays a prompt to save the changes. Click Yes.

24. In the Search Master Bills window, search for the Master Bill for the Site [NEWYORK]. The generated Master Bill [318855] is displayed with the Master Bill Service Charge details, as shown in Figure 2.4.

25.  Click the Print icon in the Search Master Bills window. The Form Type Options window is displayed.

26. Select the Form drop-down as MB INVOICE PRINT and click the Print icon, as shown in Figure 2.5.

27. The MB Invoice Print [318855.pdf] is displayed, as shown in Figure 2.6.

28. Close the MB Invoice Print [318855.pdf].

29. Exit the Search Master Bills window.

Scenario II

The support has been provided to select or clear the Service Charge check box from the Misc Charge line level.

The functionality is explained with a Sample Work Flow:

1. Select the Account module > tag a Company [JBM].

2. Create a Rental Reservation Order [CO323562] for three days duration.

3. Search and add the Misc Charge [MISC#4] with the Service charge check box selected in the Allow section of the Misc#4 Edit window.

4. Enter the Unit Price [100.00].

5. Select the Sub Total tab.

6. Let the Tax Applicable check box be selected for all the sections, as shown in Figure 3.0.

7. Click the More button in the Service Charge section. The Service Charges on dialog box is displayed.

8. Select the Misc/Freight check box and click OK to apply the Service Charge on the Misc/Freight Items.

9. Enter the Percent [10%] in the Service Charge section and click the Total button in the Order.

10. The Amount is displayed as [121.00] with 10% of Service Charge applicable on the Misc Charge [MISC#4] with Unit Price [100.00] and 10%  Tax applied on the amount [110.00] that is [11.00] with the total Amount displaying as [121.00].

11. Double-click the Misc Charges [MISC#4] line. The Freight/Misc Cost dialog box with the Service Charge check box as selected is displayed, as shown in Figure 3.1.

12. Clear the Service Charge check box and click OK.

13. The Service Charge [10%] that is applied to the Misc Charge [MISC#4] gets removed, displaying the Order Total as [110.00] after applying the Tax of [10%] on Amount [100], as shown in Figure 3.2.

14. Exit the Order [CO323562].

The Misc Charge is either considered from the Order line or the Product line based on the Allow Service Charge check box in the Misc Edit window whether True / False with the Service Charge check box in the Order contract line is whether True / False during the following scenarios:

1. Duplicate Order: When the Order is duplicated, the Service Charge flag settings is considered from the Order line level and applied to the Misc Charge.

2. Copy from Order: When the Order is copied from Order, the Service Charge flag settings is considered from the Product level and applied to the Misc Charge.

3. Copy Paste: When the Order is copied and pasted, the Service Charge flag settings is considered from the Product level and applied to the Misc Charge.