Proposal summary
This proposal covers that adding the colorado delivery fee in the sales order based on the shipping address is Colorado and its proposed solution.
Requirement
When creating a sales order or open an existing sales order, before saving that SO we need to check whether the colorado delivery fee is added properly or not based on the shipping address as colorado.
Therefore, only shipping addresses to COLORADO are affected.
There is another thing I forgot in our conversation:
Only customers who have to pay sales tax, must pay the delivery fee!
Colorado delivery fee is as an item in the sales order.
Our Solution
Proposed Solution
As a solution to the requirement mentioned, we are planning to create a user event script at the save (before submit) of Sales order.
The script will trigger in the create and edit context of the sales order. In the script we will check the shipping address is “Colorado” and the customer who have to pay sales tax. If both condition satisfies then, we will consider as this order is eligible for adding Colorado delivery fee in the item line.
Colorado delivery fee is set as an item in the sales order. We will check whether the item colorado delivery fee is present in sales order. If it is not present, we will set that item in the sales order line level. The item colorado delivery fee is named as RTLDELFEE-CO (Other Charge for Sale)
The conditions for the customer who pay sales taxes or not in the SO are the following:
- If the customer is domestic and has shipping address as “Colorado, Tax item field in the customer record has value as AVATAX or TAX and Resale number field is empty ,the customer pay sales tax. So need to add Colorado delivery fee in the item line of SO. Please Confirm
If tax item field value is -Non Taxable- ,the customer do not need to pay sales tax
- If the customer is domestic and customer has shipping address as “Colorado”, Tax item field has value and Resale number field has value ,then customer do not need to pay sales tax. Colorado delivery fee is not applicable for the SO.
Assumptions
- We assume that script will trigger for create and edit context.
- We believe that the script will work(order is eligible for adding Colorado delivery fee in the item line) only when the shipping address is “Colorado” and the customer who have to pay sales tax.
- We assume that the customer who have tax item field has value AVATAX or TAX will need to pay the sales tax.
- If tax item field value in the customer record is -Non Taxable- ,the customer do not need to pay sales tax and colorado delivery fee.
- We assume that colorado delivery fee is set as an item in the sales order.
- We assume that Colorado delivery fee item is named as RTLDELFEE-CO (other charge For Sale)
- We believe that the amount of colorado delivery fee is fixed as base price in the RTLDELFEE-CO (Other Charge for Sale) item record.
- We will add the amount of delivery fee with total amount during the save of sales order
Risks
If there is a sales order does not satisfies the conditions shipping address is “Colorado” and the customer who have to pay sales tax, and when the item RTLDELFEE-CO (other charge For Sale) is existed by manually added in the line of SO from any user, then the script will not remove that item from the SO.
Please let us know if you want to remove the item RTLDELFEE-CO (other charge For Sale) from SO that does not satisfies the conditions mentioned.
Budget and Time
22 hours