Deductions

Deductions reduce the amount invoiced to the customer and are based on factors such as previously invoiced amounts, security or warranty deductions.

The calculations are managed in the Deduction Calculation page for each line of the Construction Invoice Plan. The General FastTab includes information about the specific line and the Lines FastTab is either empty or, for Down Payment or Final Invoice lines, can include entries from a designated template.

Deduction templates for Down Payment or Final Invoice lines are specified in the Deduction Template Down Payment and Deduction Template Final Invoice fields in the General FastTab of the Construction Invoice Plan.

Note

The lines of the Deduction Calculation can be edited as needed. If a template was assigned to the Construction Invoice Plan, the copied lines can be modified or removed for free-entry.

Deduction Templates

Deduction templates are created from the Deduction Template List page. Choose the icon, enter Deduction Template List, and then choose the related link.

The fields on the Deduction Template page are described in the following table.

FastTab	Field	Description
General	No.	Unique identifier of the deduction template.
	Description	Short description of the deduction template.
	Status	Controls if the deduction template can be used in a Construction Invoice Plan. The options are New, Released, Under Development, and Expired. A template can be used only with Status = Released.
	Net Deduction Row No.	Determines which row in the template lines is used for transferring to the Net Deductions (LCY) field in the Construction Invoice Plan line when the Transfer Value function is run.
Lines	Row No.	Unique identifier for the row, which is used to calculate a formula of rows in the Totaling field or to identify a corresponding calculation line in the Reference to Row No. field.
	Description	Short description of the deduction calculation line.
	Totaling Type	Determines the value used to calculate the deduction line. The options are: - Order Value: from the Order Value (LCY) field in the Construction Invoice Plan header - Net Amount: from the Net Amount (LCY) field in the Construction Invoice Plan line - Minus Net Amount: totaling from the Total Net Amount field values of all previous Construction Invoice Plan lines - Formula: formulas for adding (+) and subtracting (-) other rows. For example, to add Row No. R006 and R010, enter R006+R010 in the Totaling field. - Charge %: calculates a value (such as discounts) that reduce other amounts; based on a Reference to Row No. and requires a Charge Type. - Value: lump-sum amount - Amount Invoiced: totaling from the Amount Invoiced (LCY) field in the Construction Invoice Plan lines - Amount Paid: totaling from the Amount Paid (LCY) field in Construction Invoice Plan lines
	Totaling	Indicates the values relating to the selection in the Totaling Type field.
	Value (LCY)	Indicates the calculated value for the deduction template. A standard value can be entered into this field and used for other calculations if Totaling Type = Value.
	Charge Type	Identifies a job charge type for the deduction template. Used with Totaling Type = Charge %.
	Reference to Row No.	Indicates the row number that applies to the deduction calculation. Used with Totaling Type = Charge %.

To create a deduction template

1. Choose the icon, enter Deduction Template List, and then choose the related link.
2. Choose the New action.
3. In the No. and Description fields, enter a unique number and short description for the template.
4. In the Lines FastTab, enter a unique row number in the Row No. field.
5. In the Description field, enter a short description for the calculation line.
6. Fill in the remaining fields for the calculation line.
   • If Totaling Type = Net Amount, Order Value, Minus Net Amount, Amount Invoiced, or Amount Paid, then choose the type and go to the next line.
   • If Totaling Type = Formula, enter the formula in the Totaling field.
   • If Totaling Type = Charge %, enter the charge percentage and then enter a Charge Type and then specify which row this charge refers to in the Reference to Row No. field.
   • If Totaling Type = Value, enter the lump-sum amount in the Value (LCY) field.
7. Go to the next line and repeat the above steps.
8. Once finished, enter the total deduction line in the Net Deduction Row No. field.
9. In the Status field, enter Released.

To copy a deduction template

You can copy an existing deduction template to the current template.

1. Choose the icon, enter Deduction Template List, and then choose the related link.
2. Choose the New action.
3. In the No. field, enter a unique identifier for the Deduction Template.
4. Choose the Copy action.
5. In the Deduction Template List page, select the deduction template to copy to the current template.
6. Choose the OK button.

Calculate deductions

To calculate a deduction in a Construction Invoice Plan, select the line and then choose Line > Deduction Calculation on the Invoice Plan Lines FastTab. The Deduction Calculation page opens either empty for manual calculations or populated with lines from a designated deduction template.

Once lines are added or changes are made, choose the Calculate action to calculate the deduction. The Value (LCY) field is updated in each line (except ones with Totaling Type = Value) based on the settings in the Totaling Type, Totaling, and the Value field if Totaling Type = Value.

The calculated value to transfer to the Construction Invoice Plan line is based on the row selected in the Net Deduction Row No. field. To transfer this value, choose the Transfer Value action. A message opens stating that the value has been transferred. Choose the OK button and then close the Deduction Calculation page.

To calculate deductions manually

Lines in the Deduction Calculation page can be added if no template exists or removed/edited if existing from a template. If editing an existing line, you only need to change the information relevant for achieving the proper deduction calculation.

1. Select the line that needs a deduction calculation.
2. In the Net Deductions (LCY) field, choose the empty value or choose Line > Deduction Calculation on the Invoice Plan Lines FastTab. The Deduction Calculation page opens.
3. Add a new line or remove/edit existing template lines as needed.
4. In the Row No. field, enter a unique number.
5. In the Description field, enter a short description of the deduction.
6. In the Totaling Type field, choose the type of the deduction.
7. Fill in the remaining fields as needed based on the Totaling Type.
8. Add more lines as needed.
9. Choose the Calculate action to view the calculated value.
10. In the General FastTab, ensure that the Net Deduction Row No. field is set to the row number with the calculated value to transfer to the Construction Invoice Plan line.
11. Choose the Transfer Value action.
12. Close the Deduction Calculation page.

To calculate a down payment deduction with a template

1. In the Calculation Invoice Plan page, enter the down payment template in the Deduction Template Down Payment field on the General FastTab.
2. Select the down payment line.
3. On the Invoice Plan Lines FastTab, choose Line > Deduction Calculation.
4. Make changes as needed.
5. In the Deduction Calculation page, choose the Calculate action.
6. Choose the Transfer Value action to transfer the deduction to the Construction Invoice Plan line.
7. Choose the OK button and then close the Deduction Calculation page.

To calculate a final invoice deduction with a template

1. In the Calculation Invoice Plan Sales page, enter the down payment template in the Deduction Template Final Invoice field on the General FastTab.
2. Select the final invoice line.
3. On the Invoice Plan Lines FastTab, choose Line > Deduction Calculation.
4. Make changes as needed.
5. In the Deduction Calculation page, choose the Calculate action.
6. Choose the Transfer Value action to transfer the deduction to the Construction Invoice Plan line.
7. Choose the OK button and then close the Deduction Calculation page.

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