• tclim
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  • From: Malaysia
  • Registered: 03/16/2011
  • Posts: 111

Topic: Quotation, Sales Order, Invoices and Purchase Order Pricing Adjustment

Hi,

  I am having some issue when dealing with the items price that need to be adjusted to some others amount. The scenario as below:

  1) Create New Quotation/SalesOrder/Invoice/PurchaseOrder
  2) Under Item list:

       2.1) Item A                                      290.00
       2.2) Item B                                        15.00
               Shipping Charge                    10.00
               Sub-total                                 315.00
               Amount Total                            315.00

   From the above information, I wish to adjust the Amount Total from 315.00 to 310.00 (by adjusted 5.00 from the total amount) and the final Total Amount become 310.00

   Below show the adjusted Total Amount:
   
       2.1) Item A                                      290.00
       2.2) Item B                                        15.00
               Shipping Charge                    10.00
               Sub-total                                 315.00
              Adjustment                                   5.00
               Amount Total                            310.00

   How can I adjust it?

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  • joe
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  • Registered: 03/15/2007
  • Posts: 5,089

Re: Quotation, Sales Order, Invoices and Purchase Order Pricing Adjustment

This is not directly possible at the moment. Maybe there are some others that use this in a sophisticated way?
You can only use this adjustment on the lines itself.

/Joe

  • tclim
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  • From: Malaysia
  • Registered: 03/16/2011
  • Posts: 111

Re: Quotation, Sales Order, Invoices and Purchase Order Pricing Adjustment

Thanks for your replied. Is that possible to be implemented in near future? Sometime, we really need to adjust the total amount for our customer. The adjustment can be plus or minus from the total amount.

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  • joe
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Re: Quotation, Sales Order, Invoices and Purchase Order Pricing Adjustment

There might be some problems with the tax calculations. I know that certain countries use som kind of even-out up/down to nearest amount without the hundredth part. Maybe this is some kind of the same.

There is, however, possible to give discounts when doing the payment(s)/deposit(s).

/Joe

  • tclim
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  • From: Malaysia
  • Registered: 03/16/2011
  • Posts: 111

Re: Quotation, Sales Order, Invoices and Purchase Order Pricing Adjustment

Thanks Joe.  I understand your concern now.

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