Add a Surcharge Code

Use the Surcharge Codes Maintenance (TSCM) program to add or change, copy, and delete surcharge codes. See Background and Road Map for more information.

The program displays existing surcharge codes:

Field Name	Displays
Schrg cd	A code that identifies the surcharge
Description	The description of the surcharge code
Var?	A check mark indicates the surcharge can be maintained when sales orders are entered

Choose the appropriate options:

To	Do This
Add a surcharge code	Click Add. The program prompts Surcharge code. Enter a unique identifier (up to 10 alphanumeric characters) for the surcharge code you want to add.
Delete a surcharge code	Click Delete. See Delete. Important! Before you delete a surcharge code, make sure it is not used in Price-Contract Maintenance (PCM) or Vendor Price Maintenance (VMM).
Copy a surcharge code	Click Copy. See Copy.
View or change a surcharge code	Highlight a line and click Select or double click the line.
Print the list of surcharge codes	Click Print. See Print.
Exit the program	Click Exit.

Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Surcharge code

Required
4 alphanumeric

Enter a unique identifier for the surcharge code you want to create.

Note
This field cannot be changed after a surcharge code is created.

Description

Required
30 alphanumeric

Enter a description for this surcharge code.

This description displays when you select a code in Vendor Price Maintenance (VMM) or Price-Contract Maintenance (PCM). The description displays in order entry programs and can be printed on documents.

The fields below are used in calculating surcharges on goods that you sell; surcharge amounts and percentages for items that you purchase are specified in Vendor Price Maintenance (VMM).

Variable rate schrg?

Optional

Select if you want this surcharge to be calculated by the AR Invoice Register (RR) program and not maintainable during order entry or leave blank if you want the order entry operator to be able to enter or change the rate.

If you select, the Var? field for this code will be selected in the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote Maintenance (QOE), and Sales Shipment Confirmation (OC) programs.

Calculate surcharge on amount

Optional
1 alphanumeric

Select how you want to calculate this surcharge using an entry in the Amount field in the Price-Contract Maintenance (PCM):

Select	To calculate
U	Per unit ordered: Amount x Quantity ordered If the amount is 1.85, and the quantity is 3, the surcharge will be 5.55.
W	Per weight: Amount x Weight per UOM x Quantity ordered Based on the Weight per UOM field in the item's record in the Branch Item Maintenance (IMB) program If the amount is 2.30 and the Weight per UOM is 3, the surcharge per unit will be 6.90.
S	Per order line: Amount If the amount is 10.00, the surcharge is 10.00 regardless of the quantity ordered. You must select S if you are also selecting Split carton charge?

Calculate surcharge on percentage

Optional
1 alphanumeric

Select how you want to calculate this surcharge using an entry in the Percent field in the Price-Contract Maintenance (PCM):

Select

To calculate

Item cost: Percent x Standard unit cost x Quantity ordered

Percent x PO unit cost x Quantity ordered

If the cost is 800.00 and the percent is 1.50, the surcharge is 12.00 per unit.

Price: Percent x Selling price x Quantity ordered

If the unit price is 1850, and the percent is 1.50, the surcharge is 27.75.

Split carton charge?

Optional

If you selected S for Calculate surcharge on amount, select to assess this surcharge when a customer orders more or less than a full carton or leave blank if this is not a split carton fee.

If you select, this surcharge will be applied based on your setting for the Split carton based on U=UOM or P=Pack? option in the System Options Maintenance (XM) program (Pricing Options) for your pricing branch. See Background.

Restocking fee?

Optional

Select if the surcharge is a restocking fee or leave blank if it is not. Restocking surcharges are ignored during order pricing and are applicable to RMA credit memos only.

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 the displayed record	Click Delete. See Delete.
Display the changes made to this surcharge code	Click Audit inquiry. See Display an Audit Trail. Click OK after you view the audit trail to return to this program. Note This button displays only if you have activated Surcharge (I6SC) in the Audit Trail Maintenance (XAT) program.
Return to the list of surcharge codes	Click OK. See step 1.
Exit the program	Click Exit.