Order Entry Automatic Additional Charge Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Additional Charges $Images\bluerarw.gif$ Order Entry Automatic Additional Charge Maintenance

Purpose

Set up and maintain automatic additional charges that control when to automatically add additional charges to an order.

Overview

Use Order Entry Automatic Additional Charge Maintenance to create, edit, and delete order entry automatic additional charges, which are additional charges that are automatically applied to orders that meet a set of selected criteria. You can also import order entry automatic additional charges in Order Entry Automatic Additional Charge Import.

NOTE You can only set up automatic additional charges for billing customers. If you set up a charge for a billing customer, the charge is added to orders for all customers associated with the billing customer.

This window is split into two sections. The top section is used to select the type of record being created, updated, or deleted. The bottom section is used to view, enter, or update information for that record. You must first make a selection in the top section before you can enter or update information in the bottom section.

Example Your company charges a restocking fee for all return orders. To automatically add the restocking fee to all return orders, you can create an automatic additional charge associated with the order class you use for return orders.

For database information for this window, see Order Entry Automatic Additional Charge Maintenance Database Information.

Creating Order Entry Automatic Additional Charges

To create an order entry automatic additional charge:

Select the Order Charge radio button if you want the charge added to orders, or select the Item Charge radio button if you want the charge added to order line items.
Select filter criteria to determine the orders that will include the automatic additional charge.
Enter the additional charge type in the Charge Type field.
Click the New button in the ribbon.
Select the currency for the automatic additional charge.
Select an amount type to indicate how the charge is calculated.
Enter the details of how you want the additional charge to be calculated and added.
Click the OK button in the ribbon. The order entry automatic additional charge is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Order Entry Automatic Additional Charge Maintenance window.
New	Click this button to create a new order entry automatic additional charge.
Update	Click this button to update the selected order entry automatic additional charge.
Delete	Click this button to delete the selected order entry automatic additional charge. If you want to delete multiple automatic additional charges at the same time, use Order Entry Automatic Additional Charge Management.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first order entry automatic additional charge for the selected order class, category, and subcategory.
Prev	Click this button to display the previous order entry automatic additional charge for the selected order class, category, and subcategory.
Next	Click this button to display the next order entry automatic additional charge for the selected order class, category, and subcategory.
Last	Click this button to display the last order entry automatic additional charge for the selected order class, category, and subcategory.
Automatic Additional Charge Management	Click this button to display Order Entry Automatic Additional Charge Management, which allows you to view and delete order entry automatic additional charges. If you are not authorized to use Order Entry Automatic Additional Charge Management, Order Entry Automatic Additional Charge Inquiry appears instead, and allows you to view order entry automatic additional charges.

Main Tab Fields and Buttons

Field or Button	Description
Area	Select whether the automatic additional charge is allocated to a line item (Item Charge) or the entire order (Order Charge) during order entry. You can set up both a line item and order charge for the same order class/charge type.
All Customers	Select this check box to set up an automatic additional charge for all customers. This check box is selected by default.
Customer Code	Enter a billing customer code for which to set up an automatic additional charge, or click the Lookup button to select a billing customer code. This field is only enabled if you clear the All Customers check box. For information on setting up customers, see Customer Maintenance.
Name (Customer)	Enter a billing customer name for which to set up an automatic additional charge, or click the Lookup button to select a billing customer name. This field is only enabled if you clear the All Customers check box. For information on setting up customers, see Customer Maintenance.
All Divisions	Select this check box to set up an automatic additional charge for all divisions. This check box is selected by default.
Cust Division	Enter a customer division for which to set up an automatic additional charge, or click the Lookup button to select a customer division. This field is only enabled if you clear the All Divisions check box. For information on setting up customer divisions, see Customer Division Maintenance.
All Required Dates	Select this check box to set up an automatic additional charge for all required dates. This check box is selected by default.
Start Date	Enter the first date in a range of required dates for which to set up an automatic additional charge, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Required Dates check box.
End Date	Enter the last date in a range of required dates for which to set up an automatic additional charge, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Required Dates check box.
Ignore Year	Select this check box to set up an automatic additional charge for the date and month range set up in the Start Date and End Date fields for every year. Example You enter 1/1/2020 in the Start Date field and 1/31/2020 in the End Date field. You select the Ignore Year check box, and the additional charge is included on orders with required dates during January for 2020, 2021, 2022, etc. This check box is only enabled if you clear the All Required Dates check box.
All Ship to States	Select this check box to set up an automatic additional charge for all ship-to states/provinces. This check box is selected by default, and is only enabled if you clear the All Ship to Countries check box.
State/Province	Enter a state or province code for which to set up an automatic additional charge, or click the Lookup button to select a state or province code. This field is only enabled if you clear the All Ship to States check box. For information on setting up state and province codes, see State and Province Maintenance.
All Ship to Countries	Select this check box to set up an automatic additional charge for all ship-to countries. This check box is selected by default.
Country	Enter a country code for which to set up an automatic additional charge, or click the Lookup button to select a country code. This field is only enabled if you clear the All Ship to Countries check box. For information on setting up country codes, see Country Maintenance.
All Sales Locations	Select this check box to set up an automatic additional charge for all sales locations. This check box is selected by default.
Location Prefix	Enter a location prefix of a sales location for which to set up an automatic additional charge, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Sales Locations check box. For information on setting up location prefixes, see Location Maintenance.
Name (Location)	Enter a location name of a sales location for which to set up an automatic additional charge, or click the Lookup button to select a location name. This field is only enabled if you clear the All Sales Locations check box. For information on setting up location names, see Location Maintenance.
All Order Classes	Select this check box to set up an automatic additional charge for all order classes. This check box is selected by default.
Order Class	Enter an order class for which to set up an automatic additional charge, or click the Lookup button to select an order class. Order classes define the class of an order such as sales, returns, transfers, etc. This field is only enabled if you clear the All Order Classes check box. For information on setting up order classes, see Order Class Maintenance.
All Categories	Select this check box to set up an automatic additional charge for all product categories. This check box is only enabled if you select the Item Charge radio button.
Category	Enter a product category for which to set up an automatic additional charge, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. For information on setting up product categories, see Product Category Maintenance.
All Subcategories	Select this check box to set up an automatic additional charge for all subcategories. This check box is only enabled if you clear the All Categories check box.
Subcategory Code	Enter a product subcategory for which to set up an automatic additional charge, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box. For information on setting up product subcategories, see Product Subcategory Maintenance.
All Products	Select this check box to set up an automatic additional charge for all products. This check box is only enabled if you select the Item Charge radio button.
Product Code	Enter a product code for which to set up an automatic additional charge, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box. For information on setting up products, see Product Maintenance.
Product Name	Enter a product name for which to set up an automatic additional charge, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box. For information on setting up products, see Product Maintenance.
Charge Type	Enter an order entry additional charge, or click the Lookup button to select an additional charge. For information on setting up order entry additional charges, see Order Entry Additional Charge Maintenance. Note The charge must be set up as an amount (not a percentage).
Currency	Click the Lookup button to select the currency for the automatic additional charge. For information on setting up currencies, see Currency Maintenance. This field is disabled if you select the Excise Tax radio button.
Amount Type	Select one of the following types: Fixed - Define a fixed amount to be charged (or deducted) for every order that is greater than or less than a specified order amount. Example Add $5.00 for every order less than $200.00. Per Amount - Define an amount to be charged (or deducted) per a specific order amount, excluding a specific amount. This allows you to set up a charge that is a percentage of the order amount. Example Deduct $2.00 for every $50.00, excluding the first $100.00. Per Unit - Define an amount to be charged (or deducted) per every X units, excluding the first Y units. Example Deduct $1.50 for every 10 units, excluding the first 50 units. Per Unit Weight - Define an amount to be charged (or deducted) per every X units of weight, excluding the first Y units of weight. Example Add $0.25 for every 5 pounds, excluding the first 50 pounds. Per Unit Volume - Define an amount to be charged (or deducted) per every X units of volume, excluding the first Y units of volume. Example Add $0.25 for every 5 cubic feet, excluding the first 50 cubic feet. Excise Tax - Use the per unit volume amount set up for the applicable excise tax category rule. For information on setting up excise tax categories, see Excise Tax Category Maintenance. This is only used for line item charges.
Amount	Select whether the automatic additional charge is a positive or negative amount, and enter the amount. The amount can include up to four decimal places.
for every/for every item	If the Fixed radio button is selected, click the Lookup button to select whether the charge is added for products greater than or less than a specified amount, and then enter the amount. If the Per Amount, Per Unit, Per Unit Weight, or Per Unit Volume radio button are selected, enter the amount for which the charge is applied. If the Per Unit, Per Unit Weight, or Per Unit Volume radio button are selected, also click the Lookup button to select the unit of measure. This field is disabled if you select the Excise Tax radio button.
excluding 1st	Enter an amount to exclude when calculating the automatic additional charge. This field is only available if you select the Per Amount, Per Unit, Per Unit Weight, or Per Unit Volume radio button, and the Broken Case Charge check box is cleared. This field is disabled if you select the Excise Tax radio button.
Broken Case Charge	Select this check box if the charge will be assessed on an item charge when a product is sold in a non-default selling unit of measure. Select an amount type to associate with the broken case charge. You may want to limit this type of additional charge to a per unit charge because the intent is to charge an additional amount for the opening of pre-packed cases. This check box is only enabled if the Item Charge radio button is selected. A negative broken case charge can be used for return orders if broken case charges were used for associated sales orders.
Calculate for Whole Increments Only	Select this check box to calculate the additional charge as a multiple of the amount entered in the Amount field. This check box is only available if you select the Per Amount, Per Unit, Per Unit Weight, or Per Unit Volume radio button. This check box is disabled if you select the Excise Tax radio button. Example You create a per amount automatic additional charge of 1 for every 25. If an order is for 207 and this check box is cleared, the charge is calculated as 207/25 = 8.28. However, if you select this check box, the same additional charge is calculated as 8, which is a multiple of 1.
Net Charge	Select this check box if the additional charge should be applied based on the net amount after all additional charges are applied for which this check box is not selected. This check box is only available if you select the Per Amount radio button. Example You set up two automatic additional charges each for -$1.00 for every $100 (a 1% discount). You select this check box for only one of the charges. For a $100,000 order, the charges are calculated as follows: For the additional charge for which the Net Charge check box is cleared, the additional charge is calculated as a $1,000 discount. For the additional charge for which the Net Charge check box is selected, the additional charge is calculated as a $990 discount because the charge is calculated based on the gross amount of $100,000 minus the first charge of $1,000 (100,000-1,000=99,000).
Beverage Bottle Size	Enter a beverage bottle size for which to create an automatic broken case charge, and enter a volume unit of measure for the bottle size, or click the Lookup button to select a volume unit of measure. These fields are only enabled if the Broken Case Charge check box is selected. NOTE Automatic additional charges with no beverage bottle size may still be used if no records with charges are found for a product.
Excise Cost Charge Type	Enter a cost additional charge type if the additional charge is for an excise tax that affects sales history, or click the Lookup button to select a cost additional charge type. This field is only available if the Excise Tax radio button is selected.