Surcharges are weight-based charges that are added to the extended price for the sales order line, calculated by customer, item, or customer/item combination.
The following is the flow for processing surcharges for sales order lines in the sales order entry programs.
1. Check program ICMM, Inventory Master Maintenance, to verify that the Add Surcharge flag is set to on and the item weight has been entered.
2. Check program CMMM, Customer Master Maintenance, to verify that the Add Surcharge flag is set to on.
3. If both flags are set to on, check the Surcharge Tab in program CMMM, Customer Master Maintenance, to see if the item has a different surcharge amount for this customer.
If the item is included on the Surcharge Tab, use the surcharge amount assigned there. Apply it to the sales order line Other Details page.
4. If the item is not included on the Surcharge Tab for the customer, check the Attributes Tab for the customer to obtain the customer's surcharge amount.
If the customer's surcharge amount is more than 0.000, use the customer's surcharge amount. Apply it to the sales order line Other Details page.
5. If the customer's surcharge amount is 0.000, check program ICMM, Inventory Master Maintenance, to obtain the item's surcharge amount.
Apply the item's surcharge amount to the sales order line Other Details page.
Customer/Item Surcharges are calculated as the quantity ordered*weight*surcharge amount. The surcharge is not added to the list or unit price, but is instead added last to the extended price calculation. When the extended price has a surcharge added to it, it is displayed in purple in the sales order entry programs.
If the blank weight for an item is 0, the determined surcharge amount is used as a percentage to be applied to the order line extension instead of being combined with the quantity ordered and weight to determine the amount to apply to the line. To calculate the extension, the program uses this calculation: (extension*surcharge percentage) + extension.
For example, suppose that the item's blank weight is 0, and the surcharge amount is determined to be 10, and the order line extension is 100. Since the item's blank weight is 0, the surcharge amount is a percentage. (100*.10) + 100 = 110.
In this program, you can maintain the customer and customer/item set up for surcharges. If you set up the surcharges in this program, you will not need to make changes in program CMMM, Customer Master Maintenance.
If the customer has a flat surcharge amount to be charged for items, enter the surcharge amount per pound in the Surcharge field. If this field is left to 0.000, the surcharge amount will be taken from the item record for the item entered on the sales order line.
For customers for whom you wish to calculate surcharges, set the Add Surcharge flag to on. When this flag is set to on, surcharges will be added to sales order lines for this customer. If this flag is set to off, surcharges will never be calculated for sales order lines for this customer.
Set the Surcharge Print pop-list to the desired setting if your custom invoice print includes surcharges. If set to Summary, the surcharge amounts for all sales order lines will be included as a total for the order on the invoice print. If set to Detail, the surcharge amounts will be printed for each line item.
Press the [Customer Item Surcharges] button to set up specific surcharge amount per pound for certain items. When calculating surcharges for the customer, the customer/item amounts will be applied first.
If changes are made to the surcharge amounts in this program, you can press the [Recalculate Surcharges for Select Customer] button, and all open orders for the customer will have the surcharges recalculated.
If you set up the customer information in program CMSS, Customer Surcharge Maintenance, you do not need to make changes in program CMMM, Customer Master Maintenance.
For customers for whom you wish to calculate surcharges, set the Add Surcharge flag to on. When this flag is set to on, surcharges will be added to sales order lines for this customer. If this flag is set to off, surcharges will never be calculated for sales order lines for this customer.
If the customer has a flat surcharge amount to be charged for items, enter the surcharge amount per pound in the Surcharge field. If this field is left to 0.000, the surcharge amount will be taken from the item record for the item entered on the sales order line.
Set the Surcharge Print pop-list to the desired setting if your custom invoice print includes surcharges. If set to Summary, the surcharge amounts for all sales order lines will be included as a total for the order on the invoice print. If set to Detail, the surcharge amounts will be printed for each line item.
If the customer has a specific surcharge amount per pound for certain items, set them up on the Surcharge Tab. When calculating surcharges for the customer, the amounts on the Surcharge Tab will be applied first.
If changes are made to the surcharge amounts in this program, you can press the [Recalculate Surcharges in Open Orders] button on the Attributes Tab, and all open orders for the customer will have the surcharges recalculated.
Set up item weights and surcharges. If you set up the surcharges in this program, you do not need to make changes in program ICMM, Inventory Master Maintenance.
In the Weight field, enter the weight for this item's surcharge calculation. A weight MUST be entered here for surcharges to be calculated for the item.
In the Surcharge field, enter the surcharge per pound of the item. This is the default surcharge for the item.
Set the Add Surcharge flag to on to have surcharges calculated for the item. If this flag is set to off, surcharges will not be calculated for this item.
If changes are made to the surcharge amounts in this program, you can press the [Recalculate Surcharge for Select Item] button to recalculate the surcharges on open orders for the selected item, or you can press the [Recalculate Surcharge For All Items] button to recalculate the surcharges for all items on all open orders.
If you set up item surcharge information in program IMIS, Item Surcharge Maintenance, you do not need to make changes in program ICMM, Inventory Master Maintenance.
In the Blank Weight field, enter the weight for this item's surcharge calculation. A weight MUST be entered here for surcharges to be calculated for the item.
In the Surcharge Per Lb field, enter the surcharge per pound of the item. This is the default surcharge for the item.
Set the Add Surcharge flag to on to have surcharges calculated for the item. If this flag is set to off, surcharges will not be calculated for this item.
Enter sales orders. For each line item for which surcharges are calculated, the surcharges are displayed with the [Other Details] button. Surcharges can be overridden here by setting the Override Surchg flag to on and changing the surcharge amount.