Introduction

The Aptean Surcharges (SUR) extension provides comprehensive functionality for managing additional charges or allowances on sales and purchase documents. This extension allows you to automatically apply surcharges or allowances based on predefined rules, ensuring consistent application of fees, discounts, taxes, and other additional costs across your business processes.

With this extension, you can define complex surcharge scenarios based on customer and vendor relationships, quantities, weights, and various document criteria. The system supports both item charge and G/L account-based surcharges with flexible distribution methods.

The key benefits of this extension are:

• Automates the application of consistent surcharges or allowances across sales and purchase processes.
• Reduces manual entry errors and ensures compliance with pricing policies.
• Provides flexible surcharge calculation methods including fixed amounts, percentages, and tiered structures.
• Incorporates a surcharge aspect to the existing order minimums functionality.