Copy 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 of the surcharge record you want to copy and click Select.
Select the surcharge record that you want to copy and click Copy.
Enter or change data in these fields for the new record:
Field Name |
Type / Max Length |
Action / Description |
The fields depend on your hierarchy |
Required |
Enter the customer number or item number or click the Lookup icon and use the standard lookup options to select the customer from a list. Select the customer price class, customer type, item price class, return code, product class, or product subclass. |
Branch |
Required |
Select a branch for this surcharge. |
Sales UOM |
Required |
Select a unit of measure for this surcharge. |
Currency |
Required |
Select a currency code for this surcharge. This field is available only if you activated the multi-currency feature during installation or conversion. |
Effective date |
Required |
Accept the displayed date on which this surcharge goes into effect, select a different date, enter a date shortcut, or leave blank to use 01/01/1900. |
Enter or change data in these fields for the new record:
Field Name |
Type / Max Length |
Action / Description |
Expiration date |
Optional |
Select the date on which this surcharge expires, enter a date shortcut, or leave blank to use 12/31/9999. |
Code |
Optional |
Select the surcharge code. |
Percent |
Optional |
Enter the percent to use in the calculation. If the rate is 1.5%, enter 1.50. Whether it is the percent of the cost or price depends on how the code is set up in the Surcharge Codes Maintenance (TSCM) program. |
Amount |
Optional |
Enter a fixed amount for the surcharge. For example, enter 1.85 if the surcharge is 1.85. Whether this amount is per unit, weight per unit of measure, or per line depends on how the code is set up in the Surcharge Codes Maintenance (TSCM) program. |
Enter additional surcharges if appropriate. If you enter fewer than six, press F10 after the last.
Choose the appropriate options:
To |
Do This |
Change a field |
Click Modify. |
Exit without creating this surcharge record |
Click Cancel. The program prompts you to enter another surcharge record. Leave the fields blank to exit. |
Enter or change notes |
Click Notes. See Enter 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 the Inventory Price (I1P) file 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 this data |
Click OK. The program prompts you to enter another surcharge. Leave the first fields blank to exit. |
Exit and return to the menu |
Click Quit. |
Note
You cannot delete a record until it has been saved; use Cancel.
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 another surcharge record |
Click Copy. |
Display the selected surcharge record |
Click Select. |
Display surcharge records from a specific record |
Click Restart. Enter one of more fields to select the first record you want to display or leave all fields blank to display the first record in the file. |
Print the surcharge record listing |
Click Print. See Print. |
Display the previous set of records in the file |
Click Page up. |
Display the next set of records in the file |
Click Page down. |
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 Select. |
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 change surcharge records |
Click Surcharges. See Enter a Surcharge Record and Change a Surcharge Record. |
Exit the program |
Click Exit. |