Enter a Surcharge Record

Use the Price-Contract Maintenance (PCM) program to enter, change, copy, and delete a surcharge record. See Background and Road Map for more information.

When you select Surcharges, the program displays surcharge methods set up in the Price Hierarchy Maintenance (PHM) program.
Select the method for which you want to enter a surcharge record and click OK. The program displays existing surcharges for this method.
Click Add to create a new surcharge record.
Enter data in as many of these fields as display on your screen:

Field Name	Type / Max Length	Action / Description
The fields depend on your hierarchy	Required	Enter the item number or click the Lookup icon and use the standard lookup options to select the item from a list. Select the item price class, product class, product subclass, item return code, customer price class, or customer type.
Branch	Optional 4 alphanumeric	Select the branch for this surcharge.
Sales UOM	Required 4 alphanumeric	Select the unit of measure for this surcharge. Make sure that you have entered a price record for this item and unit of measure.
Currency	Required 2 alphanumeric	Select the currency for this surcharge. This field is available only if you activated the multi-currency feature during installation or conversion.
Effective date	Optional 10 date	Select the date on which this surcharge goes into effect, enter a date shortcut, or leave blank to use 01/01/1900.

Enter data in these fields for six surcharges per record:

Field Name

Type / Max Length

Action / Description

Expiration date

Optional
10 date

Select the date on which this surcharge expires, enter a date shortcut, or leave blank to use 12/31/9999.

Code

Optional
4 alphanumeric

Select the surcharge code.

Percent

Optional
5 numeric in the format 999.99

Enter the percent to use in the calculation. If the rate is 1.5%, enter 1.50.

Your selection for the Pct basis (C=Cost, P=Price) field in the Surcharge Codes Maintenance (TSCM) program determines whether the calculation is based on cost or price.

If	Calculation	Example
C	Percent x Standard unit cost x Quantity ordered	If the cost is 800.00 and the percent is 1.50, the surcharge is 12.00 per unit.
P	Percent x Selling price x Quantity ordered	If the unit price is 1850, and the percent is 1.50, the surcharge is 27.75.

Amount

Optional
14 numeric in the format 999999999.99999

Enter a fixed amount for the surcharge. For example, enter 1.85 if the surcharge is 1.85.

Your selection for the Amt basis (U=Unit, W=Wgt, S=Single) field in the Surcharge Codes Maintenance (TSCM) program determines whether the calculation is per unit ordered, weight per unit of measure, or per line.

If	Calculation	Example
U	Amount x Quantity ordered	If the amount is 1.85 and the quantity is 3, the surcharge will be 5.55.
W	Amount x Weight per UOM x Quantity ordered	If the amount is 2.30 and the Weight per UOM in the item's record in the Branch Item Maintenance (IMB) program is 3, the surcharge per unit will be 6.90.
S	Amount per line	If the amount is 10.00, the surcharge is 10.00 regardless of the quantity ordered.
S	If you selected the Split carton charge? field, the surcharge is assessed only if the order is not for a multiple of the sales unit of measure or units per pack. Your setting for the Split carton based on UOM or pack option in the System Options Maintenance (XM) program (Pricing Options) for your pricing branch determines which.

If you enter both a percent and an amount, the system calculate the percent and adds the amount. For example: ((Percent x Standard unit cost) + Amount) x Quantity ordered or ((Percent x Selling price x Quantity ordered) + Amount per line

Enter as many surcharges as apply to this item. If you enter fewer than six, press F10 after the last.
Choose the appropriate options:

To	Do This
Change a field	Move to cursor to the field and make required changes.
Accept changes and keep the current screen displayed	Click Apply.
Delete a saved record	Click Delete. See Delete.
Exit without adding these surcharges	Click Cancel.
Enter notes	Click Notes. See Enter Notes.
Enter data in custom fields your company uses	Click User. See Enter Data in User or Shadow File Fields. This button displays only if you set up user fields for the Inventory Price (I1P) file in the User Fields Maintenance (XMO) program.
Go to a related program	Click Jump. See Jump.
Display who created or changed the record and when	Click Audit. Click Close to remove this data from the display.
Accept this data	Click OK. The program prompts you to enter another surcharge record. Leave the fields blank to exit.
Exit and return to the menu	Click Quit.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another surcharge record	Click Add.
Delete the selected surcharge record	Click Delete. See Delete.
Copy the selected surcharge record	Click Copy. See Copy a Surcharge Record.
Display the selected surcharge record	Click OK.
Print the surcharge record listing	Click Print. See Print.
Exit this level of the surcharge hierarchy	Click Exit.
Exit and return to the menu	Click Quit.

Choose the appropriate options when you click Exit:

To	Do This
Display the selected surcharge method	Click OK.
Exit surcharges	Click Exit.

Choose the appropriate options when you click Exit:

To	Do This
Enter, change, and copy price records	Click Prices. See Enter a Price Record, Change a Price Record, and Copy a Price Record.
Enter, change, and copy discount records	Click Discounts. See Enter a Discount Record, Change a Discount Record, and Copy a Discount Record.
Enter, change, copy, and print contracts	Click Contracts. See Enter a Contract Record, Change a Contract Record, Copy a Contract Record, and Print Contract Records.
Change and copy surcharge records	Click Surcharges. See Change a Surcharge Record and Copy a Surcharge Record.
Exit the program	Click Exit.