bigwebb83
Active Member
Combining taxable & non taxable items into a single line item on sales order/invoice
I am attempting to do a setup that our business users have requested, whereby we have agreed with some of our customers to a combined pricing deal which includes multiple items/services. Some of the items are taxable and some are non taxable. Another reason for the multiple items is the desire to control revenue allocation for each component item. At the end of the day, we want to present an invoice to the customer for "Item D" at $100 per unit. Item D is comprised of items A, B and C. Items A and B are both taxable and Item C is not. Item A and Item B will both have different GL class codes for revenue allocation purposes.
I'm currently looking at a series of line level "do not print on document" adjustments, but I'm not sure that is the right approach for my "hidden item rollup" on the sales order/invoice. Has anyone else done something like this in advanced pricing? A point in the right direction would be much appreciated.
Daniel
I am attempting to do a setup that our business users have requested, whereby we have agreed with some of our customers to a combined pricing deal which includes multiple items/services. Some of the items are taxable and some are non taxable. Another reason for the multiple items is the desire to control revenue allocation for each component item. At the end of the day, we want to present an invoice to the customer for "Item D" at $100 per unit. Item D is comprised of items A, B and C. Items A and B are both taxable and Item C is not. Item A and Item B will both have different GL class codes for revenue allocation purposes.
I'm currently looking at a series of line level "do not print on document" adjustments, but I'm not sure that is the right approach for my "hidden item rollup" on the sales order/invoice. Has anyone else done something like this in advanced pricing? A point in the right direction would be much appreciated.
Daniel