Surcharges

Reference file 91 holds the surcharge codes and controls how the surcharge will be applied.  There are three ways to apply a surcharge:

1. Percentage of pre-tax amount of the invoice
2. Fixed amount for each invoice
3. Description with no dollar amount

When the surcharge is applied to an invoice, a line item charge is added to the invoice with the details of the charge.

The work steps that follow describe how you can bulk-assign surcharges, and then change individual sites or manage surcharges on a site-by-site basis.

System Features Used

In managing surcharges, the following system features are used:

Reference File 91 – Surcharge Code Form

This is where the surcharge codes are added to the system.  You may:

• Manage surcharge codes

• Add surcharge code to sites using the Right-Click Action Menu

• Remove surcharge code from sites using the Right-Click Action Menu

Note: Codes used in surcharges (added to this reference file) must also be added to Reference File #15, and must be an exact match.

Edit Surcharges Form

            Supports the assignment and editing of sur-charges on a site-by-site basis

Invoice Generation Form

            Check box option allows you to apply surcharges to invoices.

Work Steps

You can assign surcharge codes in bulk or a site-by-site basis. Both work steps follow:

Work Steps to Bulk Assign/Delete Surcharge Codes

1.      Using Reference File 91, enter your surcharge codes (Note: These codes must also be added to Reference File #15, if they are not already there).  Assign a default percent, fixed amount or note to each code.

2.      To assign surcharge code to sites, right-click on grid (list of codes) to select a surcharge code, and select Add to sites.

a.        A site search form will pop up.  Enter selection options and click the Search button

b.      Right click on search grid and select exit.

c.       The selected code will now be added to each site in the search grid.

d.      You can now use the Edit Surcharge form to change any sites you have selected that need a different rate or amount.

3.      To delete surcharge code from sites, right-click on grid (list of codes) to select a surcharge code, and select Delete code from sites.

a.        A site search form will pop up.  Enter selection options and click the Search button

b.      Right click on search grid and select exit.

c.       The selected code will now be deleted from each site in the search grid.

Work Steps to Assign Individual Site Surcharge Codes

1. Using Reference File 91, enter your surcharge codes.  (Note: These codes must also be added to Reference File #15, if they are not already there). Assign a default percent, fixed amount or note to each code.
2. Using the Main Menu, go to Site/Customer/Site Master/Edit Surcharges
1. Select Edit tab and click command button Add New and populate form with site and surcharge code you want to assign to this site. Click Save when done
2. To remove the code from a single site, select the Delete command button and it will be removed from the single site.