New features added, version 8.5.1
Program CMSS, Customer Surcharge Maintenance, is used to set up customer surcharge information and customer/item surcharge information. This information can also be maintained in program CMMM, Customer Master Maintenance, by customer.
When
adding or removing a surcharge from a customer, the system will recalculate
the surcharges on any open orders.
Entering Customer Surcharge Information
1. In the Surcharge field, enter the surcharge amount per pound for this customer. If you leave this field set to 0.000, the item's surcharge amount will be used instead.
2. Set the Add Surcharge flag to the desired setting. When this flag is set to on¸ surcharges will be calculated for sales orders entered for this customer depending on the item entered. When this flag is set to off, surcharges will not be calculated for the customer.
3. Set the Surcharge Print pop-list to Detail or Summary. For custom invoice prints, when this flag is set to Detail, the surcharges will print for each line item on the invoice. When this flag is set to Summary, the surcharge total will print on the invoice.
4. Press [Commit].
5. If
you made changes to the customer surcharges, you can press the
button
to recalculate the surcharges on open orders for the customer record for
which the cursor is in one of the fields.
6. Press [Commit].
7. If the customer has specific items that will have a different surcharge than the item's surcharge or the customer's surcharge, press the [Customer Item Surcharges] button to set these items up. The item weight can be entered here or in the ICSM screen. Updating the weight in either screen will update the item on the other screen accordingly.
8. In the Item No field, enter the item to which the different surcharge will apply.
9. In the Surcharge field, enter the surcharge amount per pound for this customer and item.
10. Press [Commit].
Press
this button to recalculate the surcharges on open orders
for the customer record for which the cursor is in one of the fields