Thanks for the advise. I have done some preliminary testing with adding a cancellation fee line. However, I am running into two issues with this method.
- The first is that we pay rep commission for all bookings/sales and would not want to pay a commission for a cancellation fee.
- The second is with assigning a different GL Control/Account to the part and seeing it on the invoice edit list (a finance requirement and will help to avoid paying commission). I would want these charges classed differently and posting to a unique GL Account. When I set up the part I added the new GL Control with a unique “cancellation fee” GL Account and create a Product Group that has no GL Control. But I think I am bouncing up against posting rules within the Customer Group/Sales Category.
That said, I was able to post the invoice to the cancellation fee GL Account by creating a misc. charge with that GL Control account. I closed the sales order line (correcting bookings) then created a misc. invoice, associated the misc. invoice to the sales order line that was cancelled and added the cancellation miscellaneous charge.
Yes, the selling we do is custom work or made to order. The cancellation fee would kick in if we have already purchased unique components or began manufacturing the finished part. This would be a policy known by the customer.
Thanks for the help!