Operations Bundle (Accelerator Template)

Prolecto BPA Surcharge

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A Business Process Automation to automatically group invoice lines by items that must participate in a surcharge line applications. The application will automatically add a subtotal line and then an applicable discount/markup line using effective dating techniques.

 hours to implement
Template ID: 153

Capabilities & Features

The Prolecto Business Process Automation will group invoice lines by items that must participate in a surcharge line application. The application will automatically add a subtotal line and then an applicable discount/markup line using effective dating techniques.

Business Value

For clients that seek superior reporting, separately tracking discounts/markups on lines increases the ability to consider list vs. merchandised pricing while organizing transaction lines in a logical manner, facilitating table-driven markups/markdowns.