Transaction Details > Fees
On the Fees tab of the Transaction Details dialog, you can apply fees for shipping, handling, or other expenses associated with a transaction. The fees available for selection are those defined in Admin Console > Node Preferences > Transactions > Fees/Shipment. You can enter separate fee amounts/percentages for Sales and Orders. The Sales Fee is applied to the current transaction. An Order Fee is applied when the order items are fulfilled.
- On a transaction in progress, press or click Transaction Details.
- Select the Fees tab.
- Enter a Fee Amount and select a Fee Type. Depending on the fee type you select, the Include Tax checkbox may be selected and a fee tax % applied.
- Select OK to save and close the Transaction Details dialog or select Apply to save only.
Include Tax Check box
Some tax jurisdictions (primarily VAT environments) require that tax be applied to fee amounts as well. When entering fees, if the "Include Tax" check box is selected, the transaction tax rate is applied to the fee amount and displayed in the Fee Tax Amount field.
Sample Transaction Details > Fees:
Refer to the following table for information about the fields on the Fees tab:
| Field | Description |
|---|---|
| Sales Fee Amount | Enter the amount of the fee. The amount entered here applies only to sale items on the transaction. |
| Sales Fee Type | Select a fee type from the drop-down. Fee types are defined in RIL and copied to the Prism server during initialization. |
| Sales Fee Tax Amount | (read-only) The amount of the fee tax. |
| Sales Fee Tax % | (read-only)The tax rate applied to the Sales Fee Amount. |
| Include Tax (sales fee) | (future release) If the fee includes tax, the "Include Tax" checkbox is automatically selected and cannot be cleared. The tax rate for the fee is applied to the entered fee amount. Note: This option is primarily used in VAT environments. |
| Order Fee Amounts | Enter the amount of the fee. The amount entered here applies only to the order items on the transaction. |
| Order Fee Type | Select a fee type from the drop-down. |
| Include Tax | (future release) If the fee includes tax, the "Include Tax" checkbox is automatically selected and cannot be cleared. The tax rate for the fee is applied to the entered fee amount. Note: This option is primarily used in VAT environments. |
| Order Fee Tax Amount | (read-only) The amount of the fee tax. |
| Order Fee Tax % | (read-only)The tax rate applied to the order fee amount. |
| Total Fee w/o Tax | (read-only) The combined Sales Fee and Order Fee amounts, without including any tax amounts. |
| Total Fee with Tax | (read-only) The combined Sales Fee, Order Fee and their respective tax amounts. |
| Total Fee Tax | (read-only) The combined Sales Fee Tax Amount and Order Fee Tax Amount. |
Fee Examples
Fee with No Tax
If there is no tax on the fee, simply enter the fee amount and select a fee type. The fee is applied to the transaction total (after any subtotal document taxes and discounts).
Item Price = 50.00, Tax = 7.75% (4.00), Fee = 100.00; Total = 154.00
Fee with Tax % and No Tax Included
In this example, the fee has a tax percentage of 10% assigned and tax is not included in the fee amount. The 10% tax is applied to the transaction and the transaction Total becomes $164.00.
Item Price = 50.00, Tax = 7.75% (4.00), Fee = 100.00, Fee Tax = 10.00, Include Tax flag = Disabled; Total = 164.00
Fee with Tax % and Tax Included
In this example, the fee already has tax included. RP Prism will adjust the fee amount to account for the tax % on that given fee type:
Item Price = 50.00, Tax = 7.755 (4.00), Fee = 100.00, Fee Tax = 10%, Include Tax flag = Enabled; Total = 154.00
The fee amount of 100.00 includes the fee tax % of 10. This means RP Prism will calculate out the tax value to show the true fee amount and fee tax amount. This means that the Fee Amount will be recalculated to a value of 90.91 and the Fee Tax Amount will be 9.09.
Negative Fee Amounts
The Fee Amount can be a positive or negative amount (e.g. refund of a fee).