Metal Tax Surcharge#
General#
The app "KUMAVISION Metal Tax Surcharge" for KUMAVISION factory365 enables a simple administration and automatic booking of all stock values in purchasing and sales. Based on the precious metal weight share of an item, with a corresponding base price and possible additional purchase costs, a surcharge/discount value is automatically calculated in the offer and order and also automatically posted in the further process.
In addition, any number of surcharges can be managed per article, since 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 parts list using a special function.
Note
Please note that the use of the app requires a possible additional licensing.
Establishment#
KUMAVISION Module Setup#
The metal control surcharge is an activation module, the use of which is only possible with additional licensing and activation. To activate the module, call up the "KUMAVISION module setup" via the user search and activate the "Activate metal surcharge" button. Provided that you have licensed the module, the functionalities are available to you in the full extent.
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.
Article metal list#
In the article metal list, all article 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 | Indicates the base price for the metal on which the quotation is calculated. |
| Delivery costs | Indicates 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 metal code | Selection on the metal code on which the filtering is to be set. |
Lines#
| Field | Description |
|---|---|
| Metal code | Specifies the corresponding metal code of the record. |
| Offer date | Specifies the offer date of the record. |
| Offer price | Specifies the offer price of the record. Note |
| The offer price always refers to 100 kg. |
Article metal content list#
You can call the article metal part list on the one hand via the user search or on the other hand via the article card via a lookup in the field "Metal list".
Via the article metal parts list you define which metals an article consists of or which surcharges are to be taken into account for an article for sale/purchase.
| Field | Description |
|---|---|
| Item no. | Indicates the part number to which the metal allocation applies. |
| Metal code | Specifies the assignment of the corresponding metal code for the item. |
| Net weight | Indicates 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. |
| Start date | Here you can specify a date from which the surcharge is to be taken into account. |
| Berech. Sales surcharge | Check the box if you want the surcharge to be included in the sales documents. |
| Berech. Purchase. Metal surcharge | Check the box if you want the surcharge to be included in the purchasing documents. |
Surcharges in the sales process#
In the sales documents, the overhead rates are calculated using the following formula:
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 addition/sales 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:
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.
Metal weight across multiple BOM levels#
With the action "Calculate metal weight" in the menu ribbon of the part card, the metal weights of the production BOM components in the assemblies can be written into the fields "Metal weight" and "Single-level metal weight" and "Multi-level metal weight" via the production structure BOM.