Proposal Summary
This proposal outlines a customized solution that create a new markup item named “Credit Card Charges” and customizing the Base Price Level to add this item to sales order lines when the custom field “STRIPESUBTOTAL” has a value. The item amount will be added as a flat amount, and we will mark the markup item as tax-free.
Requirement
For Thermogard website sales, the shipping fee and credit card surcharge are separated on online checkout cart.
However, it is showing as a lump sum under shipping cost on NS.
According to IRD, the credit card surcharge is Zero rated, GST should not be applied. Update the NetSuite settings and split the credit card fee from the shipping cost in a manner that may not affect the GST return.
Implement it for all sales orders placed from the domains.
In the website shipping fee and credit card fee are separate. But after placing order, in NetSuite it is showing as lump sum under shipping cost.
In the NetSuite there is a field, where this credit card fee is storing. (Done by client script JJ CS Terms Update THR-554).
Deliverables
The proposed solution involves developing a functionality that updates the Shipping cost on the sales orders by excluding the credit card charges. Meanwhile, involves modifying the existing functionality that fetches the credit card fee and adds it to the shipping cost on sales orders.
We will be creating a new markup item named “Credit Card Charges.”
If the custom field “STRIPESUBTOTAL” has a value or flat amount, we will add this markup line item to the sales order lines.
This item and amount will be carried through the invoicing process to ensure that it is accounted for correctly.
As per NetSuite’s standard, we will mark the markup item as ‘tax-free’, which means that these amounts will not be considered taxable when added to the sales order record.
When adding the markup item to include credit card charges in the sales order line, we will customize the Base Price Level and set the ‘STRIPSUBTOTAL’ amount as the item amount on the markup item line. Additionally, we will remove the tax code from this markup item line.
When adding the markup item to include credit card charges in the sales order line, we will customize the Base Price Level and set the ‘STRIPSUBTOTAL’ amount as the item amount on the markup item line. Additionally, we will remove the tax code from this markup item line.
The credit card fee will be incorporated into the sales order’s subtotal value, which will be displayed in the summary box.
For Example:
Assumptions
The new markup item needs to be available for all subsidiaries.
The line-item amount will be added as a flat amount.
The markup item will be added below all existing items in the sales order.
The new solution will only be implemented for sales orders created through the three specified domains.
The new markup item “Credit Card Charges” will only be added if the custom field “STRIPESUBTOTAL” has a value or flat amount. Otherwise, it will not be included in the sales order.
Currently the Creditcard fee is calculating as 2.5% of subtotal, so this value will be adding as markup item price.
Risks
The new markup item “Credit Card Charges” may include in all PDFs and emails related to sales orders, which may affect the appearance of the documents.
When adding a markup item, its price will be included in the subtotal. After creating a sales order, the website displays values based on corresponding fields in NetSuite. Therefore, if the subtotal changes in NetSuite, these changes will be reflected on website pages such as ‘purchase history pages’ and ‘order confirmation pages.’ To achieve this, modifications need to be made to the extension to deduct the markup item price from the subtotal on the website.
To make changes in the website updates we need extra time and adding its extra effort.
Note: There is a chance for the modification of subtotal in the sales order related email templates. So, the time requirement for updating email template we will give before starting the development, if the solution is approved.