In this article

PLM Sales Based Charge Setup

Use this page to specify the default details for the sales based charge.

Create a Sales Based Charge

To create an sales based charge for the sales based reconciliation feature, follow these steps: 

  1. Ensure a service or non-inventory item has been created for the charge.
  2. From the PLM Charges List , select New.
  3. In the PLM Sales Based Charge Setup FastTab, do the following: 
    1. In Charge No. select the item and set the Charge type to Sales Based.
  4. Continue with the PLM Sales Based Charge Setup and PLM Sales Based Charge Setup FastTabs as described in PLM Sales Based Charge Setup.
  5. Select the Sales-Based Settings action to open the PLM Sales Based Charge Setup.
    1. Select the Sales Reporting Option. If the reporting option is Tenant Fiscal Year, specify the Initial Tenant Fiscal Year End Date.
    2. Specify any Late Fee Settings.
    3. Specify the Sales-Based Settings for the charge: recoverable type and charge number, reconciliation frequency, effective date, and the amount or percent based on the recoverable type.
    4. When Recoverable Type is Graduated or Cumulative Graduated, select Sales-Based Settings > Graduated Setup, to set up tier levels.
  6. Repeat these steps to add more sales based charges.

Fields

Specify the reporting options for the sales-based charge. The following field boxes are available: 

Field Description
Charge No. Displays the charge number from the PLM Charges page. Read-only.
Name Displays the charge name from the PLM Charges page. Read-only.
Sales Reporting Option

Select how start and end dates of the sales reconciliation reporting year is determined: 

  • Based on Fiscal Year: Sales reconciliation reporting is based on the fiscal year of the company, which bases the start and end dates of the calendar year. The fiscal year setup on the Ledger Calendarspage is part of standard Microsoft Dynamics 365 Business Central.
    When selected, specify the Partial Year Calculation.
  • Based on Lease Year: Sales reconciliation reporting is based on the lease year.
  • Tenant Fiscal Year: Sales reconciliation reporting is based on the tenant fiscal year. When selected, specify the Initial Tenant Fiscal Year End Date.

The default value is from the PLM Property Lease Management Setup page.

Initial Tenant Fiscal Year End Date When the Sales Reporting Option is Tenant Fiscal Year, specify the end date for the initial tenant fiscal year.

Late Fee Settings

Set up the late fee options for the sales-based charge. The following field boxes are available: 

Field Description
Grace Period

Specify the number of days from the reporting date that the sales reporting is considered late.

Late Fee Charge No. Select the charge for the late fee.
Late Fee Amount Specify the late fee charge amount.
Occurrence Leniency Specify the allowable number of times the sales reporting can be late.

Sales-Based Settings

Select the breakpoint methods for the sales-based charge. A sales-based charge can have many breakpoint methods defined. The following field boxes are available: 

Field Description
Recoverable Type

Select the recoverable type: 

  • Natural
  • Non-Natural
  • Cumulative Non-Natural
  • Graduated
  • Cumulative Graduated
  • Sales Based
Reconciliation Frequency Select the frequency for the recoverable type. The options are: Monthly, Weekly, Quarterly, and Annually.
Recoverable Charge No. Select the charge for the recoverable amount.
Effective Date Specify the effective date for the charge.
Base Rent

Available when Recoverable Type is Natural.

Specify the base rent amount.

Breakpoint Amount

Available when Recoverable Type is Non-Natural or Cumulative Non-Natural.

Specify the annual breakpoint amount. This amount is used to determine when the additional charge is to be charged.
Breakpoint Percent

Available when Recoverable Type is Natural, Non-Natural, or Cumulative Non-Natural.

Specify the breakpoint percentage. The percentage is used to calculate an additional charge.

Sales Based Percent

Available when Recoverable Type is Sales Based.

Specify the percentage to calculate the additional charge.
Breakpoint start amount

Available when Recoverable Type is Graduated or Cumulative Graduated.

Specify the breakpoint start amount. This amount is compared to the sales reported amount for a specified period to determine whether an additional charge applies, and what the charge will be.
Percent

Available when Recoverable Type is Graduated or Cumulative Graduated.

Specify a breakpoint percentage. The percentage is used to determine the billing amount. The billing amount is calculated as follows: 

  • Breakpoint percent * (Reported sales amount - Breakpoint start amount)

Charge Tier Setup

Set up multiple detailed lines for the sales-based charge. Available when Recoverable Type is Graduated or Cumulative Graduated. The following field boxes are available: 

Field Description
Breakpoint Start Amount

Specify the breakpoint start amount. This amount is compared to the sales reported amount for a specified period to determine whether an additional charge applies, and what the charge will be.
Percent

Specify a breakpoint percentage. The percentage is used to determine the billing amount. The billing amount is calculated as follows: 

  • Breakpoint percent * (Reported sales amount - Breakpoint start amount)
See also

Sales-Based Reconciliation Workflow