Add fee on top of billable expenses

[gavin_rugg]

Hello there

We have a requirement to be able to make an additional charge on top of billable expenses to a customer. The use case is for example that it is agreed with the customer that an additional 5% will be charged on top of expenses posted to a given work package as a processing fee.

Is there a way (through either a percentage or an absolute value) to add fees on top of expenses when they are billed to a customer?

Cheers
Gavin

[IMSYadav · Accepted solution]

Hello gavinrugg

This can be achieved by pricing procedure in sales but that will be active to all customers.

If you want to activate the same for specific customer then you may need custom CBO to add business partner for whom you want the additional fees and write code in "Custom fields and logic"

thanks

SYADAV

[lea77]

Hi imsunily ,

is using a custom condition type in the pricing procedure still the 'way to go' when wanting to add a markup in the professional services context? Or are there new possibilities to add a mark up to the overall service using some sort of project settings (seeing that this post is 3 years old)?

Thanks a lot

[Feras_Al-Basha]

Hi gavinrugg ,

Please see SYADAV's comments.

Out of the box, the system provides pricing condition type DCM‎2 for a mark-up or discount to the cost postings. This condition can be set-up with a positive or negative sign (mark-up / discount) and in percentage or absolute value.

Hope this helps.

Feras