Report Builder Formula

Legacy Contributor

My company charges a 3% Environmental Surcharge to about 95% of our customers. (Nothing is ever 100%...) It is calculated based on the sell price to our customers and does not include freight.

Our implementation reps set this surcharge up as tax due to the fact that all of our customers are tax exempt. They also set up the formulas in Report Builder for the invoice to show subtotal, tax and grand total.

Unfortunately, when I was customizing our reports, I inadvertently deleted the formulas. I found subtotal and grand total but I can't find how to make Report Builder know what is and isn't taxable and how to calculate it. Can anyone help me on this?

Also, is there a better way to do this or are we on the right track?

Thank you!!

Legacy Contributor

Seems like it would have been much easier to use a discount code. Yes, you can do a Positive (additional) discount - call it an upcount.