Change 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.
Click Surcharges. The program displays surcharge methods set up in the Price Hierarchy Maintenance (PHM) program.
Select the surcharge method for the surcharge record you want to change and click OK.
The program displays existing surcharge records for this surcharge method.
Field Name |
Displays |
Customer |
The field(s) displayed depend on how the hierarchy was set up in Price Hierarchy Maintenance (PHM). |
Br |
The branch that set up this surcharge |
UOM |
The sales unit of measure |
Curr |
The currency for this surcharge |
Effective |
The date this surcharge became effective |
Expiration |
The date this surcharge expires |
Surcharge code |
The first surcharge code |
Percent |
The surcharge percent |
Amount |
The surcharge amount |
Select the surcharge record that you want to change and click OK.
Enter the correct data. See Enter a Surcharge Record for field descriptions.
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 this surcharge record |
Click Delete. See Delete. |
Exit without changing this surcharge record |
Click Cancel. |
Enter or change notes |
Click Notes. See Enter Notes or Change 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 this program in the User Fields Maintenance (XMO) program. |
Go to a related program |
Click Jump. See Jump. |
Display the date the record was created or changed, and the user responsible |
Click Audit. Click Close to remove this data from the display. |
Accept the data and exit |
Click OK. |
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. See Enter a Surcharge Record. |
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. |
Enter and copy surcharge records |
Click Surcharges. See Enter a Surcharge Record and Copy a Surcharge Record. |
Exit the program |
Click Exit. |