L – Line Code Discount (charge)

The L memo on an item is used to setup a charge or discount item in inventory that calculates a percentage based on the line code stipulated in the Application area.

The above example shows a Disposal Fee setup to charge on items with the line code of OIL. The memo is L, Popularity is N (so it doesn't reorder automatically), the prices are set to show the percentage to be charged. When billed out, all of the OIL line items on the Order will be totaled up and a percentage to charge will be calculated according to the percentage amount that was chosen. The line code of OIL in the Application field designates that only OIL items will be considered for the charge. Note: all inventory items can be assigned to a General Ledger Account other then the default part sales, this item has been coded to a Disposal Revenue account to help offset Disposal Waste Expenses.

When applied to an Order for sale the system will prompt to verify the percentage Note: if this were a discount the percentage would be a negative number such as –5.00.

Below is an example of how the Line Percentage Charge/Discount will show up on the Sale.

P – Percentage Item

The memo of P is used to setup a Percentage record.

The memo is P, Popularity is N (so it doesn't reorder automatically), the prices are set to show the percentage to be charged or as shown a negative amount is used for a discount instead of a charge. The Percentage Item is very simple; when applied to the Order for sale the system will prompt to verify the percentage as shown below.

The discount or charge will be calculated on the total of the items already on the Order. The Percentage Item can be applied at any point in the process of building an Order for Sale, just remember that it will only calculate the charge/discount on the items already on the screen, any items added afterwards would not be included in the calculation.

Percentage calculated off of the Labor

To setup a specific Item that will calculate a charge or discount based off of labor use the L memo as explained in the L memo section earlier, and use the Application of LBR with will cause the percentage to be figured off of LABOR only. (NOTE: this item must be added after all the Labor has been billed out in order for the calculation to be based off of the total labor charges) Refer to SHOP SUPPLIES or Other Charge to setup a percentage charge or discount based off of Parts or Labor