New features added, version 7.5.2, 7.5.3, 8.1
Program SPMC, Miscellaneous Code Maintenance, is used to add, delete, and maintain miscellaneous codes for your financial enterprise. These codes are used in programs throughout the system to identify miscellaneous charges. You cannot delete codes that are currently in use.
Miscellaneous codes are assigned to sales orders from the customer credit record, customer ship to code, payment type, and ship via code.
***Note: Any miscellaneous code that is expected to be used in an automatic way, such as in payments, PPH charges, AFC, etc should NOT be entered manually by the user in order entry. Failure to observe this discipline WILL RESULT IN UNWANTED SIDE EFFECTS such as the application removing or updating the manually entered code and its associated charge. Similarly, users should not expect a code to be, for example, both a generated payment charge and a generated PPH charge . It will not work.
Automatic Freight Credit (AFC)
The minimum order value for the automatic freight credit can be set up by location and by customer. To set up the minimum order value for the location, go to program ARLM, Location Maintenance. To set up the minimum order value for a customer, go to program CMCM, Customer Credit Maintenance.
If the gross order value of the sales order is equal to or more than the amount entered for the location or customer, the miscellaneous code assigned for the automatic freight credit will be applied to the sales order to reduce the freight amount.
The minimum order value for the customer overrides the minimum order value for the location, if the value for the customer is greater than zero.
The miscellaneous code for the automatic freight code is set up in program SPMC, Miscellaneous Code Maintenance. It can be set up in two ways, as a percentage of the freight charge, or as a percentage of the order total, with a negative sign in front of the percentage.
* If you are charging freight according to freight codes in program SPFM, Freight Code Maintenance, you can set up the code as a percentage of the freight charge. For example, to give 100% discount on freight, you would set the value source as a percentage of freight, and enter -100 in the Pct Value field in program SPMC, Miscellaneous Code Maintenance.
* If you are charging freight as a miscellaneous code, you can set up the code as a percentage of the order. For example, if the miscellaneous code for freight were set as 1% of the gross order total, you would set the value source as a percentage of the gross order total and enter -1 in the Pct Value field.
If parameter AFC_FROM_PRICING_LOC is set to Y in program MURM, Initialization Parameter Maintenance, and the sales location Price From pop-list is set to Price Based on Customer Location, the AFC charges will be determined using the sales location assigned to the customer's record.
1. In the Misc Code field, enter the code identifier.
2. In the Description field, enter the code description.
3. In the Misc Group field, enter the user defined group ID for custom report, if desired.
4. In the Value Source pop-list, select the value source for the code. The value source determines how the charges will be calculated. There are five choices.
* User Entered. Codes with this value can be entered by the user during sales order entry, or when the code is assigned to a customer. You should not enter a value for this value source in this program.
* User Calculated. Codes with this value call the custom procedure procuser to determine what the miscellaneous amount should be.
* Percentage of Gross. Codes with this value will take a percentage of the gross value of the order and apply it to the sales order total. You should enter a percentage amount in the Pct value field for this value source. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
* Percentage of Discount Gross. Codes with this value take a percentage of the gross value of the order minus the customer discount, and apply it to the sales order. You should enter a percentage amount in the Pct value field for this value source. Codes with this value source cannot be maintained by the user during sales order entry, or when assigning the code to the customer.
* Percentage of Freight. Codes with this value will take a percentage of the freight charge and apply it to the sales order total. You should enter a percentage amount in the Pct value field for this value source. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.
* Percentage of Payment. Codes with this value will take a percentage of the payment for the payment type to which the code is linked and apply it to the sales order total. This allows charges for partial payments to be calculated accurately. You should enter a percentage amount in the Pct value field for this value source. Codes with this value should be assigned to payment types. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the payment type.
* Percentage of Taxable: Codes with this value will take a percentage of the taxable amount and apply it to the sales order total. You should enter a percentage amount in the Pct value field for this value source. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the payment type.
* Fixed Value. Codes with this value will apply the entered fixed amount to the sales order total. You should enter an amount in the fixed value field for this value source. Codes with this value source cannot be maintained by the user during sales order entry or when assigning codes to a customer.
* Promo Code. Codes with this value were created automatically when a promotion was added to a sales order in a sales order entry program. Settings for these codes are generated based on the promotional code settings in program OEPM, Sales Order Promotions Maintenance.
5. In the Pct Value field, enter the percentage value, if appropriate. You can values enter from -100 to +100 in this field.
6. In the Fixed Value field, enter the fixed value, if appropriate.
7. In the Dist Code field, enter the distribution code.
* The distribution codes are A - Account or D - Default. The default for new entries is A, which indicates that you can enter in the following field the general ledger account number to which miscellaneous amounts will be charged.
* If A is selected and account is blank, miscellaneous charges will be distributed to the account entered in program APEM, Enterprise Maintenance. If no account was entered in program APEM, AP Enterprise Maintenance, the miscellaneous charge will be posted to the account assigned to the MISC post type in program GPTM, Posting Template Maintenance, for the Accounts Payable Posting Interface.
* If D is selected, during voucher entry the amount will be charged to the same account number as the item.
8. In the General Ledger Posting Account field, enter the general ledger posting account, if desired.
* If the general ledger interface is active, the program does not accept account numbers not on file in program GLTM, Account Maintenance.
* If you leave the field blank, the default miscellaneous account number defined in program APEM, AP Enterprise Maintenance, will be used. If no account was entered in program APEM, AP Enterprise Maintenance, the miscellaneous charge will be posted to the account assigned to the MISC post type in program GPTM, Posting Template Maintenance, for the Accounts Payable Posting Interface.
* The account number entered here is only used in Accounts Payable transactions for the miscellaneous code.
9. In the Exclude from BO flag, you should check this flag if you do not want the Miscellaneous code to be automatically copied over to a Back Order. It will not, however, prevent an excluded miscellaneous code from being manually applied to a back order or the system from applying a PPH or AFC miscellaneous code.
10. Press [Commit].
Press this button to view the sales orders, invoices, and purchase orders in which the miscellaneous code is used. The customer or vendor to which it is assigned for the invoice, sales order, or purchase order is also displayed.