Service Order Item Surcharges are applied in one of two ways:
- Create a line item on the order with the surcharge amount (with a surcharge resource)
- Update the item charge to a new amount (without a surcharge resource)
There is also security available for who can add surcharges.
Item 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 item with the surcharge.
The system administrator configures the surcharge resources, and there is security for adding surcharges without a surcharge resource. To configure an item for a surcharge resource, see Configure Surcharge Resources.
Add Item Surcharges With Surcharge Resources
You can add surcharges to a single item or multiple items.
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event with the item that needs the surcharge.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order with the item that needs the surcharge.
- Right-click and select Edit -> Edit. The Edit Service Orders screen opens.
- Select the Service Order Items tab.
- Select the item that needs the surcharge. Select multiple items using CTRL + Click or Shift + Click.
- Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
- 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 charge for the item.
- Use Amount To - Enter a specific currency amount for the item. The Amount To field becomes active. Enter the charge for the item 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.
- Click OK. The surcharge resource is added to the order with the surcharge amount.
Edit Surcharges With Surcharge Resources
To edit an item surcharge that uses a surcharge resource, it is best to delete the surcharge resource and create a new surcharge.
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event with the item surcharge.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Click the Service Orders tab.
- Select the service order that contains the surcharge.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the surcharge resource.
- Right-click and select Mark for Delete.
- Click the Save button. The surcharge resource is removed from the order and the order total updates.
- Select the item for the surcharge. Select multiple items using CTRL + Click or Shift + Click.
- Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
- Enter the necessary surcharge information.
- Click OK. The surcharge resource is added to the order with the surcharge amount.
Delete Surcharges With Surcharge Resources
You remove item surcharges that use a surcharge resource using the same delete process you would use for any other item.
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event with the item surcharge.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Click the Service Orders tab.
- Select the service order that contains the surcharge resource.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the surcharge resource.
- Right-click and select Mark for Delete.
- Click the Save button. The surcharge resource is removed from the order and the order total updates.
Item Surcharges Without Surcharge Resources
Adding surcharges without surcharge resources updates the item charge to a new amount.
Add Item Surcharges Without Surcharge Resources
You can add surcharges to a single item or multiple items.
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event with the item to surcharge.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order with the item to surcharge.
- Right-click and select Edit -> Edit. The Edit Service Orders screen opens.
- Select the Service Order Items tab.
- Select the item to surcharge. Select multiple items using CTRL + Click or Shift + Click.
- Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
- 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 charge for the item.
- Use Amount To - Enter a specific currency amount for the item. The Amount To field becomes active. Enter the charge for the item 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.
- Type
- Click OK. The item updates to the new amount. An automatic note is created and added to the item that includes the rate change for the item and the user who made the change.
Edit Surcharges Without Surcharge Resources
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event with the item surcharge to update.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the order with the item surcharge to update.
- Right-click and select Edit -> Edit. The Edit Service Orders screen opens.
- Select the Service Order Items tab.
- Select the item with the surcharge to update.
- Right-click and selected Edit -> Edit. The Edit Service Order Item screen opens.
- Select the Other tab.
- Enter the new percent or amount into the Surcharge Percent or Surcharge Amount field.
- Click OK.
Delete Surcharges Without a Surcharge Resource
Surcharges added directly to an item without a surcharge resource are removed from the item by setting the surcharge to 0 (zero).
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event with the item surcharge.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Click the Service Orders tab.
- Select the order with the item surcharge.
- Right-click and select Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the item with the surcharge.
- Right-click and select Add -> Add Surcharge. The Add Surcharge screen opens.
- Select Use Percent in the Type field.
- Enter 0 into the Percent field.
- Click OK. You receive a message about removing the surcharge from the selected order(s)/item(s).
- 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.
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