It is recommended that when adding surcharges to service order items or orders, a surcharge resource is used to display the surcharge amount. By using a surcharge resource, you are then able to report on how many surcharges have been applied over a given period of time, and the customer has more visibility to any surcharges that have been applied since it will appear as a separate line item on a confirmation or invoice.
There are two main steps to configure an item to use a surcharge resource. The first step is to create the surcharge resource and the second step is to assign the surcharge resource to the resource type that will need to use it. To configure an item to use surcharge resources, follow the below steps:
- First, you will create the surcharge resource that will display on the order. From the Main Menu, click the Resources link.
- On the Resources page, click the Add button.
- On the Add Resource window, enter the necessary resource information such as the resource type, description, U/M and Per values. It is recommended that surcharge resources are class 3 resources.
- Click OK.
- Next, you will assign the surcharge resource to the resource types that can be surcharged. On the Resources page, select the resource type that needs the surcharge resource assigned. Surcharge resources can only be assigned on the resource type level.
- Right-click and select Edit.
- On the Edit Resource window, select the Additional Information tab.
- In the Discounts/Surcharges section, select the surcharge resource you created in steps 1-4 in the Discount/Surcharge Resource drop-down. This is the resource that will be added to the order.
- In the Discount/Surcharge GL Distribution field, select the GL Distribution to be used for the surcharge resource.
- Use Resource - If selected, the GL distribution for the resource being surcharged will be used for the discount resource when it is added to the order.
- Use Discount Resource - If selected, the GL distribution configured on the discount resource added in steps 1-4 will be used when the discount resource is added to the order.
- Click OK.
Notes:
- Resource types can be linked to either a surcharge resource or a discount resource. They cannot be linked to both.
To learn how to add a surcharge to a service order or an item using a surcharge resource, see the Adding a Surcharge to a Service Order Using a Surcharge Resource or Adding a Surcharge to a Service Order Item Using a Surcharge Resource article.
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