Apply surcharges for documents
You can apply surcharges to sales and purchase documents either manually using the Calculate Surcharge action or automatically when documents are released, depending on your surcharge setup configuration.
The system applies surcharges based on a deterministic selection process that considers multiple criteria including customer or vendor assignment, shipping details, location, exclusion rules, weights, and dates. Only one surcharge line is created by the surcharge rule based on priority ranking. For a single surcharge configuration, only one surcharge line can qualify. However, multiple surcharges may apply to the same document.
The system evaluates all active surcharge rules, applies the selection criteria, and creates the appropriate surcharge lines on the document. The surcharge code shows the code of the applied surcharge configuration.
The Quantity and Unit Price or Direct Unit Cost field values are set based on the surcharge configuration. If the line type is Item Charge, the item charge assignments are automatically applied according to the configured method.
Calculate surcharges manually
For sales and purchase documents, the Calculate Surcharges action is always available. You can use this action to preview all applicable surcharges before releasing the document, allowing you to review the impact in advance.
To calculate surcharges manually, use the Calculate Surcharges action on the document header. You can perform this action only when the document is not released.
Calculate surcharges on release
When the Sales Document Surcharge Creation Method or Purchase Document Surcharge Creation Method field value is set to On Release on the Surcharges Setup page, the system automatically calculates and applies surcharges when you release the document.
Reopen documents with surcharges
When you reopen a released document that contains surcharge lines, the system automatically deletes all existing unposted surcharge lines. The system recalculates and recreates the surcharges when you release the document again or when you use the Calculate Surcharges action.
Bypass surcharges
You can bypass surcharge calculations on specific documents for which surcharges should not apply, for example a special delivery order. The Bypass Surcharges field is available on the Invoice Details FastTab of the sales and purchase orders and can be set to All to prevent all surcharges from being calculated.
When you set the Bypass Surcharges field value to All, the system deletes any existing surcharge lines.
Exclude from surcharge
You can exclude specific document lines from surcharge calculation by setting the Exclude from Surcharge field value to Yes. The system automatically sets this value from the item record, but you can change it manually if needed.
Excluded lines are not considered in total weight threshold calculations and are skipped during item charge assignments. As a result, these lines do not incur any additional costs or sales value entries related to surcharges.
Calculate surcharges after partial invoicing
When you post an invoice for a document and one or more lines still have open quantities, the system continues to calculate surcharges for the remaining quantities. This behavior assumes that surcharges should apply to any quantities that are still to be shipped or received.
You can prevent additional surcharges from being inserted for a partially invoiced document in the following ways:
Prevent specific surcharges
To stop certain surcharges from being applied after the first invoice posting, set the Once per Document field value in the surcharge configuration to Yes. With this setting, the surcharge is applied only during the first invoice posting for the document.
Prevent specific document lines
To prevent specific document lines from influencing surcharge calculations, set the Exclude from Surcharge field value to Yes on those lines.
Prevent all surcharges
To stop all surcharges from being calculated for the document, set the Bypass Surcharges field value to All.