Various charges are grouped together to make a scheme. The user can group any number of charges to form a Charge Scheme. A Charge Scheme is used for price determination in any document for instance invoice, sales order, etc. for that product. Also, the user can override any value of charge at the time of preparing the document or even add or delete a charge as allowed by the Charge Scheme. The value of charges associated with entities is mainly a master information which is used whenever prices are calculated in a document.
Charges are specified in a sequence in which they will be applied. The Step and Sequence Number of two charges cannot be the same. The Entity Access Sequence specifies the entity from where the value of charge will be taken. It defines what charges are applicable on the product types, whether mandatory or not, in what order and the value of charge will be picked from which entity.
(Path: Definitions→Common→System→Charge Scheme)
Charge Scheme ID
Charge Scheme Id is auto generated that uniquely identifies each charge scheme
In the detailed data window, right click and click on add to add a row.
Select the charge from the drop down menu (charges defined from the Charge Definition appear in the list). Similarly you can add other charges in a specific sequence in a charge scheme.
Entity Access Sequence
Entity Access Sequence specifies the location from where the value of this charge is to be picked up.
Specify whether modification and addition of charges is allowed or not. If these options are checked then only modification and additions of charges are allowed while preparing/modifying a quotation or an invoice.
In case of Purchase Order print Charges with sequence number 1 to 3 will appear horizontally below the respective Charge name heading. Charges with sequence number 4 to 10 will be grouped together and appear under heading ‘Others’, 11-900 will appear Product wise (vertically). Rest of them, that is from 901 to 999 are reserved for Composite Charges that are applicable to whole purchase order and will appear after all Product details in PO.
Concept of Sequence Number and Sequence Step
Sequence Number- It defines the sequence, with which charges/components should be applied for determining the final price. Sequence Step – Similar charges/components can be grouped in a sequence with different Sequence Steps. No two components can have the same Sequence no. as well as Step no.
The system computes the sub-total after every sequence. If more than one charge or component needs to be applicable within a sequence, user will have to define all of them in same sequence with different sequence steps. For example, excise and sales tax have to be deducted as certain percentage of the price after discounts. Both the charges have to be applied on the same price, therefore, they should be at the same sequence level and are separated by different sequence steps. However, say a discount of 5% is available for the product for every body, whereas an additional 10% discount is available to customer XYZ. If both the discounts are stored in same sequence with different sequence steps, system will give out total of 15% discount. The Entity Access Sequence decides from where the value of charge or component will be taken
