Automated Default Document Additional Charges
Auto-apply default additional charges based on setup rules.
This feature lets you set rules and criteria to automatically add additional charge lines against documents. For example, there might be a standard landing charge to receive orders into a particular warehouse, estimated freight costs can be applied automatically, or specific insurance or marketing costs per item.
See also Distribution Costs Management and Additional Document Charges to fully understand Bevica additional charge functionality.
Prerequisites
Ability to create and manage sales and purchase documents.
Knowledge of Item charges and their posting setup.
Distribution Costs Management extension installed.
Distribution Costs Connector extension installed.
Document Additional Charges set up. See here.
Default Additional Charge Types
Default Additional Charges can be maintained from each of the master records below or from the Distribution Cost Setup page.
Item
inventory items on document lines.
Item Card/List ribbon.
Customer
the Sell-to Customer No. on sales documents.
Customer Card/List ribbon.
Vendor
the Buy-from Vendor No. on purchase documents.
Vendor Card/List ribbon.
Country of Origin (Item)
inventory items on document lines that are linked to this Country/Region of Origin code.
After linking items to their Country/Region of Origin Code (Marketing Fasttab) then go to Countries/Regions List ribbon.
Item Additional Charge Code
inventory items on document lines that are linked to this item additional charge code. See below.
Item Additional Charge Code (Costs & Posting fasttab) then go to Item Additional Charge Code List ribbon.
Location
the location code on document headers (Transfer-To Location on Transfer orders).
Location Card/List.
Shipping Agent
the Shipping Agent Code on sales documents and transfer orders. Note that Shipping Agent additional charges cannot be used on purchase documents.
Shipping Agent List.
Item Additional Charge Codes
These codes can be attached to items to provide an extra item-related default charge code. For example, to assign items to a logistics code to apply estimated freight costs on purchase documents or to apply RH&D costs to fast, medium, and slow-moving items.
To create these codes search for the page by name, or navigate to Distribution Cost Setup, Related, Item Additional Charge Codes.
Default Additional Charges
Navigate to the appropriate page and select Default Additional Charges from the ribbon. The default Additional charge page contains the following fields:
Type
This is a hidden, prepopulated field, denoting the master record the line is related to.
No.
This is set to the master record.
Item Charge No.
Set the Item Charge you want to use to post financial values against.
Description
Defaults from the Item charge but can be changed. The value here is copied to the document additional charge and then posted additional charge entries.
Vendor No.
Denotes, if applicable, the vendor providing this service. The Currency Code field is automatically populated from this Vendor.
Amount
Set the value in conjunction with the next field.
Amount per
• Qty. Base; the value is set per base unit of measure, i.e. bottle, can, carton. • Eq. Case; the value is set per 9 litre equivalent unit • Document; the value is set per document. This option cannot be set where Type = Item, Freight (Item) or Country of Origin (Item)
Currency Code
Set the Amount currency.
Starting Date
Specifies the date from which the additional charge is valid. The date is compared to the Document Date on sales and purchase documents and Posting Date on Transfer Orders.
Ending Date
Specifies the date to which the additional charge is valid. The date is compared to the Document Date on sales and purchase documents and Posting Date on Transfer Orders.
Copy to Purchase documents
Set this to calculate the additional charge on purchase orders and purchase return orders.
Copy to Sales Documents
Set this to calculate the additional charge on sales orders and sales return orders.
Copy to Transfer Documents
Set this to calculate the additional charge on transfer orders.
Default Additional Charge Calculation
Default Additional Charges are calculated and applied to purchase, sales, assembly, and transfer documents on Released.
The Copy to value, Starting Date, and Ending Date are initially used to determine which default additional charges are valid. Then...
Customer, Vendor, and Location default charges
These are applied at document header level. Where the default charge Amount Per is either Qty. (Base) or Eq. Case the value is applied to each item line on the document. Where the default charge is Document, one line is applied to the document.
Item, Freight (Item), Country of Origin (Item) default charges
These are applied at document line level using the Amount Per option to calculate the correct value.
See Document Additional Charges to understand how these additional charge lines are posted.
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