Service Order Surcharges

Service Order Surcharges are applied in one of two ways:

1. Create a line item on the order with the surcharge amount (with a surcharge resource)
2. Update the order total to a new amount (without a surcharge resource)

There is also security available for who can add surcharges.

Order Surcharges With Surcharge Resources

Surcharge resources are recommended for surcharges. Surcharge resources provide better reporting to track the number of surcharges provided over a period of time and give more visibility to your customer that a surcharge is applied to an order because it displays as it's own line item in a confirmation or invoice. You can also allocate the surcharge amount to a different GL account than the order with the surcharge. 

To add a surcharge with a surcharge resource to an order, at least one item on the order must be configured to use a surcharge resource. If no items on the order are configured to use a surcharge resource, then you cannot add a surcharge with a surcharge resource.

The system administrator configures the surcharge resources. See Configure Surcharge Resources for more information.

Add Order Surcharges With Surcharge Resources

You can add surcharges to a single order or multiple orders.

1. Click the Events button from the Global Navigation Bar. The Events screen opens.
2. Select the event with the order that needs the surcharge.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order that needs the surcharge. Select multiple orders using CTRL + Click or Shift + Click.
6. Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
7. Enter the necessary surcharge information:
   • Add Resource - If checked, a surcharge resource is added to the order with the surcharge amount. 
   • Category - Select the surcharge category for the surcharge. 
   • Description - Enter the surcharge resource description that is added to the order. Defaults to the resource type description of the surcharge resource. 
   • Type
     • Use Percent - Surcharge is a percentage. The Percent field becomes active. Enter the percentage for the surcharge into the Percent field. After the cursor leaves the Percent field, the Amount field displays the surcharge amount and the Amount To field displays the new order total.
     • Use Amount To - Enter a specific currency amount for the order. The Amount To field becomes active. Enter the total order amount into the Amount To field. After the cursor leaves the Amount To field, the Percent field updates to the percentage of the surcharge and the Amount field displays the value of the surcharge.
8. Click OK. The surcharge resource is added to the order with the surcharge amount. 

Edit Surcharges With Surcharge Resources

To edit a surcharge that uses a surcharge resource, it is best to delete the surcharge resource and create a new surcharge. 

1. Click the Events button from the Global Navigation Bar. The Events screen opens. 
2. Select the event with the order surcharge.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Click the Service Orders tab.
5. Select the service order with the surcharge.
6. Right-click and select Edit -> Edit. The Edit Service Order screen opens.
7. Select the Service Order Items tab.
8. Select the surcharge resource.
9. Right-click and select Mark for Delete.
10. Click the Save button. The surcharge resource is removed from the order and the order total updates.
11. Click the Add button at the top of the Edit Service Order screen.
12. Select Add Surcharge. The Add Surcharge screen opens.
13. Enter the necessary surcharge information.
14. Click OK. The surcharge resource is added to the order with the surcharge amount. 

Delete Surcharges With Surcharge Resources

You remove order surcharges that use a surcharge resource using the same delete process you would use for any other item.

1. Click the Events button from the Global Navigation Bar. The Events screen opens. 
2. Select the event with the order surcharge.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Click the Service Orders tab.
5. Select the service order that contains the surcharge resource.
6. Right-click and select Edit -> Edit. The Edit Service Order screen opens.
7. Select the Service Order Items tab.
8. Select the surcharge resource.
9. Right-click and select Mark for Delete.
10. Click the Save button. The surcharge resource is removed from the order and the order total updates.

Order Surcharges Without Surcharge Resources 

Adding surcharges without surcharge resources updates the order charge to a new amount. 

Add Order Surcharges Without Surcharge Resources

You can add surcharges to a single order or multiple orders.

1. Click the Events button from the Global Navigation Bar. The Events screen opens.
2. Select the event with the order that needs a surcharge.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the service order that needs the surcharge. Select multiple orders using CTRL + Click or Shift + Click.
6. Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
7. Enter the necessary surcharge information:
   • Type
     • Use Percent - Surcharge is a percentage. The Percent field becomes active. Enter the percentage for the surcharge into the Percent field. After the cursor leaves the Percent field, the Amount field displays the surcharge amount and the Amount To field displays the new order total.
     • Use Amount To - Enter a specific currency amount for the order. The Amount To field becomes active. Enter the total order amount into the Amount To field. After the cursor leaves the Amount To field, the Percent field updates to the percentage of the surcharge and the Amount field displays the value of the surcharge.
8. Click OK. The surcharge is applied to each item to calculate the overall order total. An automatic note is created and added to each of the items that includes the rate change for the item and the user who made the change. 

Edit Surcharges Without Surcharge Resources

To edit an order surcharge that is not using a surcharge resource, you need to add a new surcharge to overwrite the original surcharge.

1. Click the Events button from the Global Navigation Bar. The Events screen opens.
2. Select the event with the order surcharge to update.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order with the surcharge to update.
6. Right-click and select Add-> Add Surcharge. The Add Surcharge screen opens.
7. Enter the new surcharge percentage or amount.
8. Click OK.

Delete Surcharges Without a Surcharge Resource

Surcharges added directly to an order without a surcharge resource are removed by setting the surcharge to 0 (zero).

1. Click the Events button from the Global Navigation Bar. The Events screen opens.
2. Select the event with the order surcharge.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Click the Service Orders tab.
5. Select the order with the surcharge.
6. Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
7. Select Use Percent in the Type field.
8. Enter 0 into the Percent field.
9. Click OK. You receive a message about removing the surcharges from the selected order(s)/item(s).  
10. Click Continue.

Surcharge Security

You can control who can apply surcharges using the Allow Surcharges access privilege. Any users assigned to this access privilege can add surcharges. If no users are assigned to the access privilege, it is considered inactive and all users can apply surcharges.