Documentation/ Reading correction rules/ Adding a fixed charge to each document
Adding a fixed charge to each document
The supplier applies a fixed charge on every delivery, usually carriage, and does not print it as a line of the document. Without that charge the document does not agree with the invoice that follows.
On this page
Symptoms in the documents
- The same charge, for the same amount, missing from every document from that supplier.
- The printed total includes an item that appears on no line.
How the rule works
The rule adds the charge as a line with its description and its code, takes its share into the tax table and updates the document's totals.
The amount is configured with VAT included, which is how the charge is usually known. The net is worked out from that amount.
Limits of the rule
- The rule adds the charge once per document. If the line is deleted by hand, it is not added again.
- It does not change closed documents.
- It does not act on the documents already uploaded. For it to reach them, delete them and upload them again.
- Where the charge's item has an agreed price, the agreed price applies.
Documents the rule applies to
The rule applies to the documents processed from the moment it exists. The document already uploaded does not change: as it creates the rule, Dijit IA tells you to delete that document and upload it again. If the error is still there afterwards, go back to the same conversation and it gets looked at.
How to request a correction rule
The amount, the VAT rate and the line's description have to be set. A document where the charge appears in print is useful here.
Rules are created by talking to Dijit IA. Two things are needed:
- The reference of a document where the error shows, the number in the list's ID column. The rule is built from that document, which has to belong to your company and have its supplier identified.
- The wrong figure and the right one, stating the line and the field. A precise description saves the back and forth: "the quantity is saved as 0 on every line and should be taken from the units column" works; "it does not read it properly" does not.
Dijit IA creates the rule for your company and says in the conversation what it has done. A document belonging to another company on the account cannot be used to create one.
Afterwards, check the result on that supplier's next documents. A rule that cannot find the figure leaves the document unchanged, so the risk is not that it fails: it is that it gets something wrong.