Special Charge Codes

These instructions are for Navigator File Management. For information on File Maintenance in the Green Screen (AS400), refer to Special Charge Codes Table - FIL 48File Maintenance

The Special Charge Codes Table is designed to assess additional charges on your invoices, mainly for the purpose of freight and fuel cost recovery. This table is provided as an addition to previously available tables, such as Delivery Charges and Minimum Order Charges.

You can use this table to automatically assess special charges to customers by:

  • number of units
  • order lines being shipped
  • the number of invoices included
  • the dollar amount being shipped
  • the weight being shipped
The Special Charges must be activated by the System Wide setting Options for Special Charges using SET 4.

These special charges are added to the invoice starting with line 9951 and incrementing one line as needed. The special charge tables are similar to the tables that manage delivery charges and minimum order charges, but add user-definable logic.

Special charges may be activated in retail, distribution, and manufacturing environments. If you will be applying special charges in a retail environment, you must set the Options for Special Charges that activates Special Charges for COD orders, which causes the special charges to be applied to the retail order acknowledgments and pick list generated at the point of sale.

The Special Charges system can be set to add charges for many different temporary or permanent situations:

  • fuel surcharges
  • pass on increased costs based on fiber, duty increases, etc.
  • alternate methods of charging for freight (by SF, SY, etc.)
  • various handling fees
  • special fees limited to fields on the order header screen
  1. On the Special Charge Codes table, click Records and then click Create.

    2. The Create Window appears.

  2. When an order is invoiced, the system checks the four Apply settings (Apply to Will Call, Apply to non Will Call, Apply to Credits, Apply to Credits). If no lines on the order comply with these settings, or if they are all flagged to N, special charges will not be applied to the order.
  3. If an order line complies with the first four settings, the Include/Omit settings are checked.
  4. When the order is invoiced, the special charge is included as line 9951. If more than one special charge applies to an order, lines 9952 -9959 may be created.

    5. Special charges may be activated in retail, distribution, and manufacturing environments. If you will be applying special charges in a retail environment, you must set the System Wide Setting (SET 4) that activates Special Charges for COD orders, which causes the special charges to be applied to the retail order acknowledgments and pick list generated at the point of sale.

  1. When an order is invoiced, all the lines on the order are compared to the codes contained in the Special Charges Table to see if they match any of the parameters that define the special charge.

  2. If the lines match one or more of the parameters established within the codes, that special charge applies to that line. It is possible that multiple special charges can be applied to one order line.

  3. All the order lines are checked.

  4. When the order is invoiced, the special charges are totaled with like charges (i.e. Weight Sur­charge for each individual line) combined. These charges are added to the invoice starting with line 9951 and increasing by one for every charge added to the invoice. In a retail environment, the special charges may be added when the order acknowledgment (sales receipt) is created.

The Special Charges must be activated by the Options for Special Charges using SET 4.