Ability to define different markup per customer
In the Expense Markup Lines you can create specific markups based on the given options.
Assign-to Type:
- Customer - markup assigned to the chosen customer
- Customer Price Group - markup assigned to the chosen customer price gruou
- All Customers - markup for all customers
Assign-to No. - specifies the record which the markup is assigned to
Starting/Ending Dates - specifies when the markup is valid (posting date from the work order is taken into consideration)
Product type - defines what is taken into consideration when the markup is applied.
Product No. - when specified - defines exactly for which record this markup will be applied.
Adjustment Factor - specifies the given markup.
Having such setup you can choose type of the pricing in the process of sales invoice for maintenance creation.
If the markup list is applied - for specified record:
- if one markup exists: this adjustment factor is applied
- if more than one markup that fits to the record exist: the lowest adjustment factor is applied
- if there is no such markup: the adjustment factor defined as 1 is applied
On the Sales Order Line you can check what adjustment factor was applied.
