Mandatory Miscellaneous Charges

Miscellaneous Charges are non-inventory fees charged to Customers for a variety of things such as a handling charge, certificate of conformance, fuel surcharge, etc.

Within The Business Edge it is possible to setup Customers so they will be automatically given a Miscellaneous Charge on all future orders. This is called a Mandatory Miscellaneous Charge in The Business Edge.

The first step is to set up a Miscellaneous Charge in the menu path below:

Code and Description are user defined fields so they can be as generic or descriptive as you like.

Standard Charge defaults to all customers, all orders. Typically, the Standard Charge is left as “0” and will be defaulted on a customer by customer basis.

Any income generated from the miscellaneous charge is posted to the G/L Account selected here. This can be any G/L Account, you are not limited to an income account.

The Tax Type can be set to None, Regular, Service, Custom or Other and will pull the respective authority from the customer master file.

The Packing List Certificate Report field would apply if you have Customers that require a separate Certificate of Conformance to be included with the Packing List.

The Certificate of Conformance formats would be loaded into the field and available for selection. These are custom formatted based on your requirements.

The Copy to Back Orders field is a Yes or No question. If answered Yes, when a backorder is created the same Miscellaneous Charge will be applied to the backorder. If you answer No to this question, the Miscellaneous Charge will not be on the backorder.

The next step is to set-up your Mandatory Miscellaneous Charge in the Customer Master File under the Master File toolbar on the top of the screen

Once in Enter & Edit Customers, under Additional Information on the right, select Financial Settings, Mandatory Charges.

Select New line enter in the Misc. Charge Code

The Extra Desc. field can be used for more detail in addition to the regular description. This can be defaulted while initially setting up the Misc. Charge Code, while in AR File Maintenance, while setting up a Mandatory Miscellaneous Charge in the Customer Master File, or during Order Entry.

The Charge amount is the default price this Customer will be charged for this Miscelaneous Charge on all future orders. The charge amount can be overridden on an order by order basis.

There are flags in the Customer Master File that determine how the Mandatory Miscellaneous Charges are applied to Customer Orders. You can access them while in the Customer Master File under Financial Settings, Mandatory Charges Settings as seen below.

Allow Changes to Mandatory Misc. Charges? If you answer Yes to Allow Mandatory Misc. Charges then users can change the amount or extra description on the Sales Order. If set to No, the defaults will be used and cannot be changed within any given order.

Allow Deletion of Mandatory Misc. Charges? If you answer Yes to this then users can delete the Mandatory Misc. charge from an order. If you answer No, the charge cannot be deleted off the Customer Sales Order unless the flag is changed to Yes in the Customer Master File.

Include Mandatory Misc. Charges on Back Orders? If you answer Yes to Include Mandatory Misc. Charges on Backorders, a Miscellaneous Charge will automatically be added to all Backorders for this Customer.

Include Mandatory Misc. Charges on Split Orders? This flag applies if you have the optional Branch System and have Orders that are split between warehouses. If you answer Yes to Include Mandatory Misc. Charges on Split Orders the Charges will apply to any orders that are split between warehouse locations.

You can view the Miscellaneous Charges that are automatically applied to an Order from the final screen while in Enter & Edit Orders, Additional Information, Miscellaneous Charges.

Any Mandatory Miscellaneous Charges they will be displayed as seen below. If you would like to add a new Miscellaneous Charge, select New Line as seen on the right.

If you want to make any changes to an existing Misc. Charge double click on the line. Here you can add or amend the Extra Description and the Miscellaneous Charge Amount.

You can view the Mandatory Miscellaneous Charges on the final screen of Enter & Edit Orders, on the right under Additional Information, Options, Order Totals.

The charges can be viewed on the Order Acknowledgement as well.