Background: Surcharge Codes Maintenance
Use the Surcharge Codes Maintenance (TSCM) program to add or change, copy, and delete surcharge codes. See also Overview: Surcharges and Road Map for work flow.
This topic has these subtopics:
Surcharges
Uses
Split Carton Fees
Restocking Fees for RMA Credit Memos
Surcharges
The codes you set up in this program appear on a drop-down list in a number of programs.
For purchased items:
Surcharges are entered by item and vendor in Vendor Price Maintenance (VMM). VMM validates the Surcharge code and displays the Description from TSCM; other TSCM fields are not applicable to items that you purchase.
For items you sell:
TSCM lets you specify whether surcharges for items you sell are based on the item's standard unit cost or on the selling price; they can be calculated by unit, sales order line or weight. You can set up a hierarchy of surcharges Price-Contract Maintenance (PCM) and you optionally add or change surcharge amounts in Sales Order Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote Maintenance (QOE), and Sales Shipment Confirmation (OC) programs.
Uses
You can use surcharge codes in different ways. Before you set up codes to use for items you sell, you should consider how they can be used.
General Ledger Posting
If you use surcharge codes as a posting criterion in the Posting Criteria Maintenance (XPC) program, you can post to a different account for each code. You can use surcharge codes only for surcharges postings.
Print on Documents
You have the option of printing surcharge code descriptions and amounts on purchase orders, order acknowledgments, quote acknowledgments, and invoices.
Select the Print estimated surcharge detail? Program option in the Acknowledgment Print (OPS) and Quote Acknowledgment Print (QPS) programs.
Select the Print surcharge detail? Program option in the PO Print (VOP) and Invoice Print (RP) programs.
Split Carton Fees
If you sell items by the case, you may assess a surcharge to discourage orders for part of a case. You can apply split carton fees based on the sales unit of measure or on units per pack.
If you selected U 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, the fee is assessed based on the sales unit of measure. For example, if you sell an item by the dozen, orders that are not for 12, 24, or another multiple of 12 will be assessed a split carton fee. If you defined a case in the Unit of Measure Codes Maintenance (TUM) program as 24 each, then orders that are not for multiples of 24 will be assessed a fee.
If you selected P 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, the fee is assessed based on your entry in the Units per pack field in the item's record in the Branch Item Maintenance (IMB) program. If units per pack is 144, order quantities that are not a multiple of 144 will be assessed a split carton fee.
Restocking Fees for RMA Credit Memos
The surcharge hierarchy (maintained in PHM - Pricing Hierarchy Maintenance) enables you to set up surcharges for restocking fees that may be charged to some customers and/or applied to some items. During the order pricing process, restocking fee surcharges are ignored. However, the surcharge may be applied to RMA credit memos based on the reason the customer is returning the goods. If you sent a wrong or defective item, you will likely not charge the customer a restocking fee. But if the customer changed his mind and wants to return something, you may. On the RMA, you supply a reason for the return. If restocking fees apply to that reason code (maintained in TRCM - Reason Codes Maintenance), the restocking surcharge is deducted from the credit due the customer.