Create surcharge for sales or purchase

You can create comprehensive surcharge rules by defining surcharge headers with detailed line configurations. Surcharge headers contain the main rule parameters, while surcharge lines define specific conditions and calculation methods.

To create surcharge headers, follow these steps:

1. Select the Search icon , enter Sales Surcharges or Purchase Surcharges, and then choose the related link.
   The Sales Surcharges or Purchase Surcharges list page opens.
2. Select New to create a new surcharge header.
   The Sales Surcharge or Purchase Surcharge page opens.

3. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Code	Enter a unique code to identify this surcharge configuration. The system applies the standard number series logic.
   Description	Enter a description that explains the purpose of this surcharge.
   Assign-To Type	Select who this surcharge applies to. The available options are: All Customers: Apply to every customer. Customer: Apply to a specific customer. Surcharge Group: Apply to all customers in a business group.
   Surcharge Line Type	Select the type of surcharge line. The available options are: Item Charge: Sets the inserted line type to Item Charge, which posts as an item charge during invoice posting. This creates additional value entries that affect the sales or cost of the items being shipped or received and impacts inventory costing. For more information, see Item Charges. G/L Account: Sets the inserted line type to G/L Account, which posts directly to the general ledger during invoice posting and does not affect the value of items shipped or received.
   Surcharge Line Type Code	Select the specific item charge or G/L account code based on the surcharge line type selection. The options are limited to the records defined in surcharge accounts.
   Surcharge Distribution Method	Select the method used to distribute the surcharge across document lines. This field is editable only when the Surcharge Line Type field value is set to Item Charge. The available options are: Equally: Distributes the surcharge evenly across all lines in the purchase order. Amount: Distributes the surcharge proportionally based on each line’s amount. Weight: Distributes the surcharge proportionally based on each line’s weight. For more information, see Item Charges.
   Surcharge Type	Select the type of surcharge. The available options are: Document Surcharge: Adds a line with a positive amount, increasing the total value of the document. Document Allowance: Adds a line with a negative amount, reducing the total value of the document. This allows you to apply discounts or adjustments directly on the document. Order Minimum: Adds a line only when the order minimum restriction is triggered. Selecting this option makes the surcharge record available for use with order minimums.
   Starting Date	Enter the date when this surcharge rule becomes effective.
   Ending Date	Enter the date after which this surcharge is no longer in effect.
   Currency Code	Select the currency for this surcharge rule. If you enter a value, the surcharge applies only to documents with a matching currency code. If the value is the local currency, it also applies to documents with a blank currency code. If the field is blank, the surcharge applies to all documents and converts to the document currency.
   Unit of Measure Code	This is an optional field. Enter a UOM for the surcharge line on the resulting document. This is informational only, as the line type is Item Charge or G/L Account. For example, if the surcharge represents a per-pound fuel charge, you can set the Unit of Measure Code to LB so it appears on the printed invoice.
   Threshold Basis	Select which quantity total the system should use to determine the applicable surcharge for the document. The available options are: Quantity: Uses the total outstanding quantity of qualifying document lines to determine the surcharge based on the minimum weight. Changes to the Qty. to Invoice field value at invoicing do not recalculate the surcharge amount. Qty. to Invoice: Uses the Qty. to Invoice field value of qualifying lines to determine the surcharge based on the minimum weight. For example, if the invoiced quantity is lower than the ordered quantity, the lower total gross weight may trigger a different surcharge rate. This applies only when the Calculation Method field value is set to Amount Per Weight Unit.
   Once per Document	Use this to control whether the surcharge can be applied more than once on a single document, such as when the document is posted to invoice multiple times. For example, a flat-rate surcharge may be applied only on the first invoice posting and not on subsequent postings for the same document.
   Status	Select the status of this surcharge configuraion. The available options are: Draft and Active. Only active surcharges are applied to documents. You can edit a surcharge configuration only when the Status field value is set to Draft.

4. On the Lines FastTab, enter the required information in the following fields:

   Field	Description
   Assign-To Type	Specifies the assignment type inherited from the General FastTab or select a more specific assignment type.
   Assign-To No.	Select the specific customer, vendor, or surcharge group code based on the assign-to type. If the Assign-To Type field value is All Customers or All Vendors, leave this field blank.
   Assign-To Address Code	Select a specific ship-to or order address code to apply the surcharge only to documents with matching values. This option is available only when the Assign-To Type field value is Customer or Vendor.
   Shipment Method Code	Select the shipment method if this surcharge applies to specific shipping methods. The value must match the document header for the surcharge to apply. Leave the field blank to apply the surcharge regardless of the document value.
   Shipping Agent Code	Select a shipping agent if the surcharge applies only to specific agents. The value must match the document header for the surcharge to apply. Leave the field blank to apply the surcharge regardless of the document value.
   Shipping Agent Service Code	Select a shipping agent service if the surcharge applies only to specific services. The value must match the document header for the surcharge to apply. Leave the field blank to apply the surcharge regardless of the document value.
   Location Code	Select a location if the surcharge applies only to documents with that specific location code. Leave the field blank to apply the surcharge regardless of the document value.
   Minimum Quantity	Enter the minimum order quantity required for this surcharge to apply. For example, enter 100 if the surcharge only applies to orders of 100 units or more. Enter 0 if there is no minimum.
   Minimum Weight	Enter the minimum weight required for this surcharge to apply. The system uses the total gross weight of the qualifying document lines to determine which surcharge line to apply. For example, enter 50 if the surcharge applies only when the total gross weight of qualifying lines is 50 or more. The surcharge line with the highest value among those that qualify is applied.
   Surcharge Value/ Allowance Value	Enter the surcharge or allowance value for the line inserted on the document. This value becomes the unit price or direct unit cost of the line and converts to the document currency if needed. Use a negative value for an allowance. You can enter 0.00 to indicate that the surcharge or allowance no longer applies at a specific total weight. For example, to stop a surcharge when the document’s total gross weight reaches 20,000, create surcharge lines for lower weight thresholds with different values, and include a final line with Minimum Weight = 20,000 and Surcharge Value = 0.00.

5. Repeat for each line condition you want to define for this surcharge rule. When you have set all conditions, change the status to Active.

The surcharge is configured and ready to be applied to sales and purchase documents based on the defined criteria.