Customization DS1576- Minimum Order Fee

Customization DS1576

Minimum Order Fee

Problem Definition:

ACME needs to implement a rule on sales orders where if an order subtotal is below a specified threshold amount, a fee will be added to the order. This fee needs to be automatically applied, or automatically removed when an order is saved.

Design Features:

The following functionality will only be active for Sales Quotes and Orders.

Minimum Order Setup

Navigation: Tools >> Setup >> Sales >> Minimum Order Setup

A screen shot of a order Description automatically generated

Field Function
Min Order Threshold Enter the threshold value that will be used to determine if a fee is required. Any document subtotal that is below this amount will have the fee added. If the subtotal is greater than or equal to this amount then no fee will be added.
Min Order Fee Enter the amount of the fee that will be added to the sales document.
Min Order Item Enter the Item Number that will display on the sales order for the fee. The fee will be added to the sales order as a NON-IV item, so this value cannot be an item that already exists in the item master, but the field format must conform to SOP line-item rules, so will be an upper case string with a maximum of 30 characters.

Sales Transaction Entry

Each time a sales order or quote is saved, the enhancement will check to document subtotal. If the subtotal is less than the threshold amount, the user will be notified: “This order total is below the minimum order threshold of $XX and a minimum order fee will automatically be added. Do you want to continue?”

If they click CANCEL, the save operation will stop and the user has the ability to add more items to the sales order to take it over the threshold amount.

If they click CONTINUE, the non-inventory item from the setup window will be added as the last line of the sales document with a quantity of 1 and a unit price equal to the min order fee from the setup window. All other fields will duplicate the entry of a non-inventory item in standard GP.

If commissions and/or taxes are being calculated for this document, the fee will also be included in this calculation.

If the Subtotal is greater than the threshold amount AND the minimum order fee is on the document, then the enhancement will check if the subtotal minus the fee is still greater than the threshold. If it is then the user will be notified: This order does not require the minimum order fee. Do you want it removed? If the user answers YES then the enhancement will remove the line and recalculate the document.

Assumptions/Requirements:

  1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
  2. The functionality described above is intended for the GP Desktop client.
  3. National Accounts functionality is NOT used.
  4. Advanced Distribution functionality is NOT used.
  5. Unless otherwise noted in this document, reporting is not included in this estimate.
  6. Unless otherwise noted in this document, Word Template functionality is not addressed.
  7. Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products. Some examples of 3rd party products would be:
  • An ISV plug-in product including WilloWare products
  • A dexterity customization designed by another developer
  • Dynamics GP Modules including, but not limited to:
  • Project Accounting
  • MDA
  • Analytical Accounting
  • Copy functionality found in SOP, POP and Inventory
  • Field Service
  • Extended Pricing
  • Manufacturing

For information on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/