Special Charge Codes Table - FIL 48

Creating the Special Charge Codes

How the System Determines Which Special Charges to Apply

Associated Files

The Special Charge Codes Table (and the Special Charge Formulas Table - FIL 49) is designed to assess additional charges on your invoices, mainly for the purpose of freight and fuel cost recovery. These new tables are provided as an addition to previously available tables, such as Delivery Charges and Minimum Order Charges.

You can use these tables 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

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 acknowledgements 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

Creating the Special Charge Codes

You can create as many special charge codes as needed, but only nine can be applied against an single order or invoice. However, it is highly unlikely that you will set up the Special Charges system to add more than a few special charges to any one order.
  1. On the File Maintenance menu (FIL) menu enter option 48 - Special Charge Codes Table. The Code File Maintenance screen appears.

    2. If this is the first time the Special Charge Codes Table is accessed, there will not be any codes shown. Press F1 to create new codes.

  2. Select an existing code to work with or press F1 to add a new code. When an order is invoiced, the system checks the first four Apply settings at the top of the screen. 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. In the example shown above, if an order line contains items that fall within cost centers CAR or VIN and uses SY as its native UM, special charges will be applied to the invoice.
  4. When the order is invoiced, the special charge will be included as line 9951 and it will be labeled Carpet Freight By SY. If more than one special charge applies to an order, lines 9952 -9959 may be created.

How the System Determines Which Special Charges to Apply

  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 acknowledgement (sales receipt) is created.
The Special Charges must be activated by the Options for Special Charges using SET 4.

Associated Files