Enter or Change Surcharges for an Item

When you click Surcharges in sales order processing and shipment confirmation programs, these fields display:

Field Name	Displays
Code	The surcharge that applies to this item followed by its description
Var?	Selected: The system recalculates this surcharge during invoicing Blank: It will not
LBS?	This surcharge is applied per: U: Unit ordered W: Weight per unit of measure S: Line
Spl?	Selected: This is a split carton fee Blank: It is not
Rate / UOM	The surcharge amount per sales unit ordered
Surcharge amount	The surcharge amount per line
Item	The item number ordered on this line
Total open surch	The total surcharge for this line: (Surch rate per UOM x Qty open) + Total surch amt
Surch rate / UOM	The total per unit surcharge amount
Total surch amt	The total per line surcharge amount

If you can display surcharges but not change them, the program prompts Continue. Click OK to remove the fields from your screen.

If you can change these fields, the program prompts Correct?

(Conditional) Click Yes to accept the displayed amounts, click No to change them, or click Cancel to exit.
Enter data in these fields if you click No:

Field Name

Type / Max Length

Action / Description

Code

Optional

Select the code for a surcharge that applies to this line item.

Var?

Optional

Select if you want the AR Invoice Register (RR) program to recalculate this surcharge during invoicing or leave blank if you do not.

Rate / UOM

Conditional/Optional

Enter the surcharge rate per unit or unit of measure. The LBS? column shows the setting for the Amt basis (U=Unit, W=Wgt, S=Single) field for this surcharge in the Surcharge Codes Maintenance (TSCM) program.

If	Calculation	Example
U	Amount x Quantity	If amount is 1.85 and quantity is 3, the surcharge is 5.55.
W	Amount x Weight per UOM x Quantity	If 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 is 6.90.

The surcharge can be a percent of price or cost:

Calculation	Example
Percent x Price	If the percent is 1.5, price is 2000, and quantity is 1, the surcharge is 30.
Percent x Cost	If the percent is 1.5, cost is 804.95, and quantity is 1, the surcharge is 12.07425.

Note
If the Var? field is selected, you cannot change this field. The AR Invoice Register (RR) program will recalculate this surcharge during invoicing.

Surcharge amt

Conditional

If the LBS? column has an S, enter a surcharge amount for this order line regardless of the quantity ordered or its weight.

Note
If the Var? field is selected, you cannot enter or change this field. The AR Invoice Register (RR) program recalculates this surcharge during invoicing.

The program prompts Correct?

Click Yes to accept the displayed amounts, click No to change them, or click Cancel to exit.