Lump sum billing

With lump sum billing, you can bill your customers equal amounts regardless of the total for each blanket release.

Example

For example, your customer is a contractor who is finishing a bathroom. The customer wants delivery of the products, based on the progress of the project. The customer wants the plumbing material first, then the fixtures, then the cabinets, and finally the tile. This table shows the amount of each individual blanket release and the total order:


Blanket Release	Products	Amount
1	plumbing materials	$500
2	fixtures	$1300
3	cabinets	$1300
4	tile	$200
	Total Order	$2400

Instead of sending the customer four invoices with different totals, you can select lump sum billing. In our example, the customer is invoiced for equal payments of $600. Because the products on the first invoice equal only $500, you can choose not to print the line prices to avoid confusion.

You can select lump sum billing when you create the Blanket Order in Sales Order Entry. You specify the lump sum amount and whether to print line prices. The lump sum amount, addons, and taxes are printed on the invoice, instead of the invoice total.

Note: The Process SalesOrder BOD, which creates sales orders from external applications, does not support lump sum billing. After a blanket order is received through Infor ION, you must edit the order to apply lump sum billing.

If the order is taxable, taxes are calculated on lump sums and addons based on the SA Tax Master Setup Tax Group 1 record.

If you use lump sum billing and add more lines to a blanket release, you can increase the lump sum bill amount.

If you use lump sum billing and must create a back order, decrease the lump sum bill amount on the blanket release. Then, increase the lump sum bill amount on the back order. For example, if a back order is created for a converted blanket release, access the back order and blanket release in Sales Order Entry and adjust the lump bill amount.