Examples

Administration fee on sales lines

In this example we’ll just setup an administration fee for all sold item. No filtering is done. This Admin fee will be created as a sales general account. The Admin fee is based on the amount of the sales line (5%).

Choose the Lightbulb that opens the Tell Me feature icon, enter Sales Associated Document Lines Setup.

On the Sales Associated Document Lines Setup page, choose the New action. And setup the line as follows

Choose the Lightbulb that opens the Tell Me feature icon, enter Sales price list.

On the Sales Price List page, choose the New action. And setup the sales price list as follows

Create a sales document with any item, and check result.

Cross selling

In this example setup will trigger the creation of an extra sales line with a specific item to be sold when an item is sold.

Choose the Lightbulb that opens the Tell Me feature icon, enter Sales Associated Document Lines Setup.

On the Sales Associated Document Lines Setup page, choose the New action. And setup the line as follows

Create a sales document with any item, and check result.

Calculate EcoTax

In his example we’ll calculate ecotax for all items belonging to item category code TABLE . Ecotax is 5% of the Sales Amount.

Choose the Lightbulb that opens the Tell Me feature icon, enter Associated Document Lines Setup.

On the Associated Document Lines Setup page, choose the New action. And setup the line as follows

Choose the Lightbulb that opens the Tell Me feature icon, enter Sales price list.

On the Sales Price List page, choose the New action. And setup the sales price list as follows

Create a sales document with any item belonging to the TABLE category, and check result.