Setting Up Automated Miscellaneous Charges

Pre-Requisites

1. Miscellaneous Charges

2. Customers

3. Items

Step-by-Step Guide

Part 1 - Customer Setup

1. Access the Master module.
    

2. Click Sales.
   
   
   

3. Click Customer.
   
   
   

4. Locate a Customer you wish to setup Automated Miscellaneous Charges for.
   
   
   

5. Click Profile.
   
   
   

6. Click Miscellaneous Charge.
   
   
   

7. Click Add.
   
   
   

8. Select a Miscellaneous Charge option.
   
   
   

9. Optional: Select a Customer Location if this charge should only be applied to one specific Ship-To for this Customer.
   
   
   

10. Click the Formula tab.
    A listing of each Division that the Miscellaneous Charge is configured for will appear.
    
    
    

11. Select a Method option.
    Fixed Amount: Set dollar amount will be added to the Customer Order.
    Percent of Dollars: Using the order line, the Misc. Charge will be a percentage of the Extended Price.
    Rate per Unit: Using the order lines, the Misc. Charge will be a set dollar per pound/dozen/etc...
    
    
    

12. Specify a Rate value.
    Fixed Amount Example: $25.00
    Percent of Dollars Example: 2%
    Rate per Unit Example: $0.05
    
    
    

13. Click Save.
    
    
    

14. Close out of the Customer Master.

Part 2 - Item Setup

1. Access the Master module.
   
   
   

2. Click Inventory.
   
   
   

3. Click Item.
   
   
   

4. Locate the Inventory Type of the Item that the Misc. Charge should apply to, and click OK.
   
   
   

5. Locate the desired Item.
   
   
   

6. Click the Misc. Charges tab.
   
   
   

7. Click Insert.
   
   
   

8. Select a Misc. Charge code option. Use the same Misc. Charge Code as selected above on the Customer Master.
   The two must match for the system to automatically calculate Miscellaneous Charges.
   
   
   

9. Specify a Quantity or Pack value. For example: 1
   
   
   

10. Click Save. 
    
    
    

11. Close out of the Item Master.

Part 3 - Division Setup

1. Access the Master module.
   
   
   

2. Click Administration.
   
   
   

3. Click Division.
   
   
   

4. Locate the desired Division.
   
   
   

5. Click on the Customer Order tab.
   
   
   

6. Enable the Calculate Miscellaneous Charges box.
   
   
   

7. Optional: Check the Recalculate Modified Orders checkbox.
   When checked, if an order is Saved, then modified later, the system will recalculate the Automated Misc. Charges. This is useful when Orders are commonly modified after creation to enter final weights or dozens.
   
   
   

8. Optional: Check the Recalculate Allocated Orders checkbox. 
   When checked, when performing an Inventory Allocation in Logistics Maintenance, the system will use the actual allocated inventory to recalculate the Automated Misc. Charges.

Part 4 - Testing

1. Access the Orders module.
   
   
   

2. Click on Customer Orders.
   
   
   

3. Create an Order for the Customer specified above.
   
   
   

4. Add a line Item for the Item # specified above.
   
   
   

5. Click Save.
   
   
   

6. Click on the Miscellaneous Charges tab.
   The Miscellaneous Charge line should be added automatically.  It will not be editable.