Add a Miscellaneous Charge Code

Use the Miscellaneous Charge Codes Maintenance (TMSM) program to add, change, copy, and delete codes that you can associate with freight codes, sales orders, and RMAs. See Background and Road Map for more information.

The program displays existing miscellaneous charge codes:

Field Name	Displays
Misc charge code	The miscellaneous charge code
Description	The description of the miscellaneous charge code
Basis	If the miscellaneous charge is calculated, the basis for the calculation: G = Order Gross N = Order Net (after order discounts) W = Based on weight per unit of measure only P = Weight includes the items packaging weight
Longer description	Additional descriptive information
Recalc?	A check mark indicates the If the miscellaneous charge is recalculated when an order changes
Amount	The fixed amount for the first level of the charge
Percent	The percentage for the first level of the charge
Order type	WEB if the charge applies to orders entered via your website

Choose the appropriate options:

To	Do This
Add a miscellaneous charge code	Click Add.
Copy a miscellaneous charge code	Click Copy. See Copy.
Display a miscellaneous charge code	Highlight the line and click Select or double click the line.
Print the list of miscellaneous charge codes	Click Print. See Print.
Exit the program	Click Exit.

Enter or change data in these fields:

Field Name	Type / Max Length	Action / Description
Misc charge code	Required 10 alphanumeric	Enter a unique identifier for the code you want to create. Note This field cannot be changed after a miscellaneous charge codes is created.
Description	Required 15 alphanumeric	Enter a description for this miscellaneous charge code. This description is printed on documents (e.g., sales orders, invoices).
Longer description	Optional	Enter a longer description for this miscellaneous charge code.
Based on value or weight	Optional	If the miscellaneous charge is calculated, select the basis for the calculation: G if the charge is based on the gross order amount N if the charge is based on the net amount (after order discounts) W if the charge is based on the item's weight (i.e., Weight per UOM in Branch Item Maintenance/Inquiry) P if the charge is based on the item's weight plus packaging (i.e., Units per pack and Package weight in Branch Item Maintenance/Inquiry). Note: Packaging weight always rounds up. For example, if there are 10 per pack and the order is for 11, the packaging weight is multiplied by two.
Calculate based on shipment?	Optional	Select if the charge is based on shipment details. Leave blank if the charge is calculated based on the order.
Always recalculate?	Optional	Select if the charge is recalculated when any change is made to the order.
Check next level weight?	Optional	Select if the next level cost is to be calculated and used if it is less that the cost at the current level. This is similar to "As weight" calculations for freight based an shipping weight. Example: If the weight is 295 pounds and the current level is up to 300 pounds, the charge is also calculated at the next level. If the percentage at the up-to-300-pound level is 3%, 295 pounds generates a miscellaneous charge amount of $8.85. If the next level (e.g., 300-500 pounds) is 2%, 300 at 2% results in a misc amount of 6.00. Checking this box causes the $6.00 to be used as the miscellaneous charge amount. Note For weight-based calculations .0001 is added and for dollar value calculations $.01 is added.
Always treat as charge?	Optional	Select if this miscellaneous charge should always be treated as a debit to the customer; i.e., they will be charged this fee, even when the misc charge code is applied to a credit memo. If applied to a credit memo, it will reduce the amount of the credit. Leave blank if the miscellaneous charge should be based on the type of order; i.e., a charge on a sales order and a credit on a credit memo. The Always treat as charge flag is only applicable on miscellaneous charges that the system calculates (based on value or weight). If you enter an amount for the charge, you should enter it as you want it applied (positive or negative).
Order type restriction	Optional	If the charge is limited to a certain source, select it from the list.
Print code	Optional	Select P to always print or enter a number from 0 to 9 to control whether or not the charge is printed on packing lists.
External tax code	Optional 10 alphanumeric	Enter the tax code, from the tax software setup, to use for this charge. If left blank, the default code for taxable goods (set up in System Options Maintenance - Sales Tax Interface Options) is used. The field is available if the tax interface is active.
Minimum amount	Optional 14 numeric in the format 999999999.99999	Enter the charge is a percentage, specify the minimum amount of the charge.
Maximum amount	Optional 14 numeric in the format 999999999.99999	Enter the charge is a percentage, specify the maximum amount of the charge.
Enter the following fields for up to ten levels:
Limit value/wgt	Optional 14 numeric in the format 999999999.99999	The highest value or weight for the indicated level. The order is compared to the level to select the level to be used for the calculation. Each level must be greater than the preceding level.
Amount	Optional 14 numeric in the format 999999999.99999	A fixed amount for the level. Notes Both the amount and percent can be accumulated as the charge. Both positive and negative amounts can be entered.
Percent	Optional 4 numeric in the format 999.99	The percentage to be added based on the selection of Based on value or weight field. Notes Both the amount and percent can be accumulated as the charge. Both positive and negative amounts can be entered.

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to save changes or click Cancel to abandon them.
Delete a the displayed code	Click Delete. See Delete.
Return to the list of currency codes	Click OK. See step 1.
Exit the program	Click Exit.