Post documents with surcharges

When you post documents that contain surcharges, the system performs additional calculations to ensure surcharge amounts reflect actual invoice quantities and amounts. The posting behavior varies based on the surcharge calculation method. The system updates the Quantity, Unit Price, or Direct Unit Cost field value, and recalculates item charge assignments to reflect only the quantities being invoiced.

The surcharge posting logic ignores the Auto Post Non-Invt. via Whse. field value on the Sales & Receivables Setup and Purchases & Payables Setup pages, because posting the full surcharge quantity during the first warehouse shipment or receipt is not supported. The system adjusts surcharge line quantities to match the quantities being invoiced, and does so only when you post the invoice.

Post documents with amount per weight surcharges

For surcharges with the Calculation Method field value set to Amount per Weight Unit, the system recalculates the surcharge quantity during invoice posting to reflect the actual invoice quantity.

The system performs the following calculation:

Invoice Surcharge Quantity = (Invoiced Quantity ÷ Ordered Total Quantity) × Original Order Total Gross Weight

Surcharge line price or cost changes on invoice posting

When the Threshold Basis field value is set to Qty. to Invoice, the system updates the surcharge line unit price or direct unit cost during invoice posting. This occurs when the total invoiced weight causes a different surcharge line to apply based on the minimum Weight. This ensures the surcharge rate aligns with the total weight of the invoice.

If you do not want the surcharge value to change based on the invoiced weight, set the Threshold Basis field value to Quantity in the surcharge configuration.