Material Sales - How Are Delivery Charges Calculated in the Ticket Entry Screen?

The Material Sales module deals with material being sold to either internal company jobs or to external customers. The sales may involve delivery charges to be calculated and billed to the job or the customers.

CMiC allows for setup of zone pricing where delivery charges may be defined depending upon the delivery of the material between the zones. The delivery charges are always quantity times the delivery charge rate defined.

The delivery charges defined in the Zone Maintenance screen flow to the Quotation Entry or Sales Order Entry screens when detail lines are created with the from and to zone values, which users may override.

Delivery charges may further be defined with the minimum charges quantity and/or minimum charge amount during the entry details in the Quotation or Sales Order Entry screens.

A maximum of three taxes may also be defined to be calculated on the delivery charge amount.

Discounts may also be applied on delivery charges at the sales order entry level.

The Ticket Entry screen, during ticket entry for the sales order items, defaults the delivery charges and calculates the delivery charge amount. Users may override the charges at the ticket level, which will be the final amount used in generating customer billing/invoicing.

The following illustrations show the setup requirement and the calculation of delivery charges at the ticket entry level.

Delivery Charges Setup

  • Delivery charge rate is setup in the Zone Pricing screen

  • Users can override the delivery charge rate in the Sales Order Entry and Ticket Entry screens

    Pgm: MS_ZONEPRICE – Zone Pricing; standard Treeview path: Material Sales > Setup > Local Tables > Zone Pricing

    Zone:

    ILLINOIS to NEWYORK – Delivery Charge Rate = 0.450

    ILLINOIS to CALIFORNIA – Delivery Charge Rate = 1.000

Sales Order Entry: SO101

Pgm: MS_SALES_ORDER_ENTRY – Sales Order Entry; standard Treeview path: Material Sales > Sales Order > Sales Order Entry

Line 1 – Illinois to New York:

Delivery Charges = 5000*0.50 = 2500

Line 2 – Illinois to California:

Delivery Charges = 4000*1 (from Zone Pricing program) = 4500

Ticket Entry

  • Ticket Entry will use the delivery charge rate entered in the Sales Order Entry screen

  • If Sales Order Delivery charge rate is NULL, this value will be pulled from the Zone Pricing screen

    Pgm: MS_TICKET_ENTRY – Ticket Entry; standard Treeview path: Material Sales > Ticket > Enter/Edit

    Zone: Illinois to New York – Delivery Charge Rate = 0.50 (From SO)

    Delivery Charges = Delivery Charge Rate * Quantity

    The highlighted record below (e.g. Illinois to California zone) does not have any delivery charge rate set up in the Sales Order Entry screen. The DCR (Delivery Charge Rate) will be pulled from the zone pricing table.

    Pgm: MS_TICKET_ENTRY – Ticket Entry; standard Treeview path: Material Sales > Ticket > Enter/Edit

    Illinois to California – DCR = 1.00 @ Zone Pricing Program

    Delivery Charges = 1.00 (DCR) * Qty = 1*500 = 500

Overriding DCR at the Ticket Entry screen:

The user can override the delivery charge rate in the Ticket Entry screen.

Pgm: MS_TICKET_ENTRY – Ticket Entry; standard Treeview path: Material Sales > Ticket > Enter/Edit

Delivery Charges = Updated Delivery Charge Rate * Qty

Minimum Qty and Minimum Charges

The user can set the minimum quantity and the minimum charges amount to be charged for delivery.

NOTE: If the minimum charge quantity is entered, the user must override the delivery charge rate in the Ticket Entry screen. The system will use the largest values of the minimum charge amount and calculated delivery charges.

Pgm: MS_TICKET_ENTRY – Ticket Entry; standard Treeview path: Material Sales > Ticket > Enter/Edit

#1:

Qty = 200

DCR = 0.60

Min Charge Qty (MCQ) = 300, Quantity (Regular) = 200

Delivery Charges (New MCQ) = 300 * 0.60 = 180

Delivery Charges = 200 * 0.60 = 120

The system will select the largest value from both the charges.

#2:

Qty = 500

DCR = 0.60

Min Charge Qty = 400, Quantity (Regular) = 500

Delivery Charges (New MCQ) = 400 * 0.60 = 240

Delivery Charges = 500 * 0.60 = 300

The system will select the largest value from both the charges.

#3:

Qty = 2000

DCR = 0.50 (Sales Order)

Delivery Charges = 2000 * 0.50 = 1000

Minimum Charge Amount = 1500

System will charge Minimum Charge Amount if calculated Delivery charges are less than minimum charge amount. If calculated delivery charge is more than Minimum charge amount, then system will use calculated delivery charge.

Delivery Charge Discount

If the delivery charge discount percent is set in the Setup Contract Pricing pop-up window, the discount will be calculated.

Pgm: MS_SALES_ORDER_ENTRY – Sales Order Entry; standard Treeview path: Material Sales > Sales Order > Sales Order Entry – [Setup Contract Pricing] button

Ticket Entry:

Pgm: MS_TICKET_ENTRY – Ticket Entry; standard Treeview path: Material Sales > Ticket > Enter/Edit