Hello Team, We require that finance users track the "Check convenience fee" on the Quotation level. This is based on the customer's last payment method. If the customer paid the last payment through "check," then this time quotation should add "convenience fee." This will remind customers that we are charging a "convenience fee" this time if they are settling their payment through checks. We have tried different options like item types, other charges, markups, discounts, etc. But, we are unable to find a solution for this requirement. Furthermore, users need to get this "convenience fee" auto-calculate the 1% fee based on the subtotal ( amount after the discount) on the quote level. So, can I know whether there is any existing possible solution or enhancement going on for this kind of scenario? Please advice.

You could probably script the scenario to do a lookup of the customers most recent transaction and what the payment was. Then set that value on the quote and go from there for the calculation

Hello @Phillip, Thanks for your advice. We have already took the customers most recent transaction based on the payment method by using a script. Now, the issue we are facing is to get this "Check convenience fee" on the Quotation level. We have tried different options like item types, other charges, markups, discounts, etc. But, we are unable to find a solution for this requirement. The user need to get this "convenience fee" auto-calculate the 1% fee based on the subtotal ( amount after the discount) on the quote level. Do you have any further suggestion for this requirement? Please advice. Thank you!

You could add an item with a script to the quote with the convenience fee amount. you may be able to do this with a scheduled workflow too

Hello @Phillip, Thanks for the guidance. We have a question regarding this further. If we add item in the quote line level, how we can auto calculate "convenience fee" after the discount amount. Let's take amount is 100, and discount is 10. So then we need to auto calculate "convenience fee" 1% for the amount 90 (the amount after the discount). Can we do it? Please advice. Thanks!

is this number available on the invoice? if so you should be able to do the calculation with javascript

Hello @Phillip thanks for the advice. Will check this.