Display a Surcharge Record

Use the Price-Contract Inquiry (PCQ) program to display price, discount, contract, and surcharge records and print contract records. See Road Map for work flow.

  1. Click Surcharges to display a surcharge record. The program displays these fields:

Field Name

Displays

Lvl

The hierarchy levels that have been set up with the Price Hierarchy Maintenance (PHM) program

Pricing type

The surcharge types that have been set up with the Price Hierarchy Maintenance (PHM) program

  1. Select the surcharge type you want to display and click Select.

    The program displays these fields:

Field Name

Displays

Customer
Customer type
Cust price cls
Item number
Product class
Product subclass
Item price class

The field(s) displayed depend on how the hierarchy was set up in Price Hierarchy Maintenance (PHM).

Br

The pricing branch for this surcharge

UOM

The sales unit of measure to which this surcharge applies

Curr

The currency for this surcharge applies

Effective

The date this surcharge went into effect

Expiration

The date this surcharge expires

Surcharge code

The first surcharge code

Percent

The surcharge percent

Amount

The surcharge amount

  1. Select the surcharge record you want to display and click Select.

    The program displays these fields:

Field Name

Displays

Expiration

The date on which this surcharge is no longer effective

Surcharge code

The code for this surcharge

Percent

The percent used to calculate the surcharge

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

The amount of the surcharge

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 applied 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.

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.

  1. Choose the appropriate options:

To

Do This

Display notes

Click Notes. See Display Notes.

Display data in custom fields your company uses

Click User.

This button displays only if you set up user fields for the Price-Contract Maintenance (PCM) 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 last changed and the user responsible

Click Audit. Click Close to remove this data from the display.

Display item costs

Click Costs.

Exit this record

Click OK.

Exit and return to the menu

Click Quit.

  1. Choose the appropriate options when you click OK:

To

Do This

Display a selected surcharge record

Click Select.

Display surcharge records from a specific record

Click Restart. Enter one or 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 the program

Click Exit.

Exit and return to the menu

Click Quit.