Metal Tax Surcharge#
General#
The KUMAVISION factory365 functionality "KUMAVISION Alloy/Metal Surcharges" allows easy management and automatic posting of all inventory values in purchasing and sales. Based on the Charges of an item, a surcharge or discount value is automatically calculated in offers and orders using a corresponding base price and any additional purchase costs, and is also posted automatically in the further process.
In addition, any number of surcharges can be managed per item, as a separate surcharge line is generated for each precious metal component. Furthermore, the precious metal weight of assemblies or products can be easily determined via the bill of materials using a dedicated function.
Note
You need a separate license before you can use this functionality.
Setup#
KUMAVISION Module Setup#
To activate the module, open the KUMAVISION Module Setup via the search icon and activate the Metal Surcharge active toggle. Provided that you have licensed the module, the functionalities are available to you.
Article Surcharges/Discounts#
Using the surcharges/discounts, you can map additional costs of an item in Microsoft Dynamics 365 Business Central1 and thus ensure correct warehouse valuation.
The precious metal costs also belong to the surcharges shown and must be entered in the system in advance. To do this, first call up the "Article surcharges/deductions" via the user search.
Further information can be found in the Microsoft Dynamics 365 Business Central1 Helpsite.
Warehouse facility#
An additional info tab "Metal surcharge" has been integrated in the warehouse setup. On this info tab, you can use the "Metal surcharge" field to store the previously defined article surcharge/discount. By the assignment you define the calculation basis of the metal surcharge in the sales and purchase documents.
Item Metal Part List#
In the Item Metal Part List, all item metals are initially listed with their base prices and percentage delivery costs.
| Field | Description |
|---|---|
| Code | Specifies an abbreviation for the metal. |
| Description | Specifies a description of the metal. |
| Base price | Specifies the base price for the metal on which the quotation is calculated. |
| Delivery Cost % | Specifies possible delivery costs as a percentage. |
Metal quotation#
In the metal quotations you manage the current exchange-dependent price quotations for the metals.
Filter area#
| Field | Description |
|---|---|
| Current Metalcode | Selection on the metal code on which the filtering is to be set. |
Lines#
| Field | Description |
|---|---|
| Metal Code | Specifies the Metal Code. |
| Quotation Date | Specifies the Quotation Date. |
| Quotation Price | Specifies the Quotation Price. |
Item Metal Part List#
You can open the Item Metal Part List on the one hand via the search icon or on the other hand via the item card via a lookup in the field Metal List.
Via the Item Metal Part List you define which metals an item consists of or which surcharges are to be taken into account for an item for sale/purchase.
| Field | Description |
|---|---|
| Item No. | Specifies the item number to which the metal assignment applies. |
| Metal Code | Specifies the assignment of the metal code for the item. |
| Net Weight | Specifies the net weight of the respective item, which is indicated on the item card in the Net weight field. |
| Metal Weight | In this field you can maintain the metal weight in kilograms. |
| Calc. Sales Mat. Surcharge | Activate the Checkbox if you want the surcharge to be included in the sales documents. |
| Calc. Purch. Metal Surcharge | Activate the Checkbox if you want the surcharge to be included in the purchasing documents. |
Calculate Metal#
If the item is a production item with an bill of materials, the function Calculate Metal in the Item Metal Part List is used to determine the "Metal Weight" based on the structured bill of materials.
Surcharges in the sales process#
In the sales documents, the overhead rates are calculated using the following formula:
Surcharge Price = Metal Weight x (Quotes Price + Delivery Costs - Base Price) / 100
As soon as you enter an article line with a quantity specification in a sales document, the system automatically determines the corresponding surcharge rates for you and automatically inserts them in the sales document in the form of surcharge/discount line(s).
In case of a quantity change of the article line, a quantity change of the surcharge/discount line(s) takes place automatically as well.
If you convert a sales quotation into a sales order, use the "Copy document" function or create a subsequent credit note, the changes (item) lines will also be taken into account.
Surcharges in the purchasing process#
In the purchasing documents, the overhead rates are calculated using the following formula:
Surcharge Price = Metal Weight x (Quotes Price + Delivery Costs - Base Price) / 100
As soon as you enter an article line with a quantity specification in a purchasing document, the system automatically determines the corresponding surcharge rates and automatically inserts them in the purchasing document in the form of surcharge/discount line(s).
In case of a quantity change of the article line, a quantity change of the surcharge/discount line(s) takes place automatically as well.
If you convert a purchase request to a purchase order, use the "Copy document" function or create a subsequent credit note, the surcharge/discount lines will also be taken into account.