Related topics
The records in this table are used to define the different surcharges that can be applied to an invoice.
Options
| Item | Select this option to attach an item to a surcharge code. |
| Item/Unit | Select this option to attach an item/unit combination to a surcharge code. |
| Package type | Select this option to attach a package type to a surcharge code. |
Selection fields
Work with surcharge codes (DIR04504)
From this panel, surcharges are defined at the detail level.
Function keys
| Translate | Translate the surcharge code to a different language. |
| VAT information | Define country specific VAT information for this surcharge code. |
- Surcharge code
- Surcharge type
- Enter a code from the Surcharge type table indicating the type of surcharge that will be attributed to this code.
- Invoicing and Reporting
- The entry of information in any of the fields under the Invoicing and Reporting column headings depends on the setting of the Included in price flag.
- If the Included in price flag is set to NO, and the Print flag is set to YES in the Surcharge type table for the entered surcharge type, then at least one value must be entered under each of the column headings.
- If the Included in price flag is set to YES, then at least one value must be entered under the Reporting column heading, and the fields under Invoicing column heading should be blank.
In one of the fields located beneath the Invoicing column, information is entered describing the additional fee or surcharge that will be invoiced.
In one of the fields beneath the Reporting column information must be entered describing the additional fee or surcharge that is to be followed-up by the surcharge reporting program.
If legal requirements state that you must collect, and report back to the government, a surcharge of 2% over the net sales price of a particular item (e.g., automobile batteries), and your company policy requires that an additional 1% be added as a handling (administration) fee then you would enter the following:
Field Invoicing Reporting % on sales net price 3% 2% This would mean that a 3% surcharge will be added to the invoice of the goods sold, and 2% will be registered by the surcharge reporting program.
- Price/weight
- Enter the surcharge price to be applied per weight of the item/package that is sold. Information is only entered in this field if the surcharge that is invoiced/reported is based on the weight of the item/package. Note: The weight of the item/package is defined in the Weight parameter in the Work with surcharge codes panel (DIR04604).
- Price/volume
- Enter the surcharge price to be applied per volume of the item/package that is sold. Information is only entered in this field if the surcharge that is invoiced/reported is based on the volume of the item/package. Note: The weight of the item/package is defined in the Volume parameter in the Work with surcharge codes panel (DIR04604).
- Price/quantity
- Enter the surcharge price to be applied per quantity of the item/package that is sold. Information is only entered in this field if the surcharge that is invoiced/reported is based on the quantity of the item/package that is sold. Note: The quantity of the item/package is defined in the Quantity parameter in the Work with surcharge codes panel (DIR04604).
- % on sales net price
- Enter the percentage that the net sales price of the item/package is to be incremented by. Information is only entered in this field if the surcharge that is invoiced/reported is a price increment over the net sales price of the item/package. Note: The net sales price of the item is calculated during invoicing.
- % on cost price
- Enter the percentage that the cost price of the item/package is to be incremented by. Information is only entered in this field if the surcharge that is invoiced/reported is a price increment over the cost price of the item/package.
- Nbr of decimal qty
- Enter the number of decimals to be used by the invoice/reporting calculation.
- Sales tax
- Mandatory entry. Indicate if sales tax handling should be used for this surcharge code.