📄 Transmission Fee Credit SOP
This article provides a comprehensive, step‑by‑step guide for issuing Transmission Fee Credits within eFlorist using the BL20 and AO50 Lawson screens. Designed for internal support and accounting teams, it outlines the rules, exceptions, qualification criteria, and procedures required to process credits accurately and consistently. The training material includes clear workflows, decision points, and examples to help team members determine the correct crediting method based on how the shop is billed. It also covers special cases such as 10% transmission‑fee orders, common errors, and guidance on when to escalate. This article is intended for new and experienced representatives who handle billing or support tasks and ensures alignment across departments by standardizing how credits are evaluated, calculated, documented, and applied.
🌸 Transmission Fee Credit — Standard Operating Procedures
📘 Table of Contents
- #rules
- #crediting-transmission-fees
- #bl20-credits
- #ao50-credits
- #credits-for-10-orders
Rules
📜 Rules (click to expand)
Required Criteria
Credits for transmission fees must meet ALL of the following:
- It must be a fraudulent or duplicate order
- The shop must provide the Dove number
- The shop must have received the order within the previous or current month
Exceptions
⚠️ Warning — Exception Rule
Next steps for cancelled orders:
- 📌 Ensure the shop understands wire‑out fees and maintains a delivery zip‑code list
- 📌 Remind them their site can be set to local-delivery-only
If the Dove number is missing
💡 Tip
Reporting Timeframe
⏰ Strict Rule
Crediting Transmission Fees
🏦 Crediting Transmission Fees (click to expand)
📘 Important
Determine which screen to use
1️⃣ Fees deducted from daily deposits?
▶️ Use BL20
2️⃣ Fees billed on the Clearing House Statement?
▶️ Use AO50
How to Confirm
- Look under eFlorist Account Info → check Class and POS
- Then check TransFee under eFlorist Health Overview
BL20 Credits
🖥️ BL20 Credits (click to expand)
💼 Use BL20 when:
Steps
1. Gather Required Info
- Dove order number
Example:
Shop 36008700,Dove FOS008
2. Enter BL20 Fields
🎯 Follow these carefully
- Company:
1000(US) or3000(Canada)
- Currency:
USDorCAN
- Process Level:
CH
- Customer Number: (varies)
- Invoice Type:
CRM
- Reason Code:
CHAA→ DOMSCHEE→ Natl/PRES
- Location:
OKC,LA,PA(blank for 3000)
- FC:
A
- Service Item:
EF-DOVE
- Quantity: number of credits
- UOM:
EA
- Description: optional Dove number
- Unit Price: enter TransFee
3. Add Entry
- Click + Add
- Batch, Invoice Prefix & Invoice Number should populate
4. Verify
❗ Critical Check
5. Release Batch
- Go to Special Actions → Release Batch
- Confirm Edited appears next to invoice number
If successful
✅ Add note: Credit(s) issued
If not successful
❌ Fix errors and retry
AO50 Credits
🖨️ AO50 Credits (click to expand)
📄 Use AO50 when:
Steps
1. Gather Required Info
- Dove order number
Example:
Shop 48119900,Dove FLI623
2. Open AO50 and Enter Fields
⚠️ Note: You must press F12 — Enter will not work.
- Company:
1000or3000
- Press F12
- Page down to eFlorist Transmission Fee
3. Enter Values
- F column:
A
- Code:
CHAAorCHEE
- C column:
C
- Qty: number of credits
- UOM:
EA
- Auth. By: Full name
- Comments: Dove number(s)
4. Submit
- Click the submit/check icon
- “A” disappears and price auto-fills
💡 Only manually enter price if the shop is on the 10% promo.
5. Finalize
✅ Add note: Credit(s) issued
Credits for 10% Orders
🧮 Credits for 10% Orders (click to expand)
🧾 Some shops pay 10% of order total
Steps
- Get the order number or recipient name
- Log into NTI or eSAT
- Confirm the shop requesting credit is the receiving shop
- Obtain total order amount
- Calculate 10%
Example Calculation
Order total: $98.57
Two methods:
$98.57 × 0.10 = $9.86
- Move decimal left →
9.857 → 9.86
If multiple orders
➕ Calculate each one → add totals
Next Steps
- Issue credit using BL20
- Add note:
“10% of order(s) credited for a total of $XX.XX.”
- Close ticket