> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/distribution_costs_management/automated_default_document_additional_charges.md).
# 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**](/documentation/guides/distribution_costs_management.md) and [**Additional Document Charges**](/documentation/guides/distribution_costs_management/document_additional_charges.md) to fully understand Bevica additional charge functionality.
{% hint style="warning" %}
**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](/documentation/guides/distribution_costs_management/document_additional_charges.md).
{% endhint %}
### Default Additional Charge Types
Default Additional Charges can be maintained from each of the master records below or from the **Distribution Cost Setup** page.
| Master Record | Relates to... | Go to ... to add Default Charges. |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| 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:
| Field | Note |
| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 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. |
{% hint style="info" %}
Note
Navigate to **Distribution Cost Setup** page to access all Default Additional Charges by master record.
{% endhint %}
### 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.
{% hint style="info" %}
Note
It is not possible to select **Amount Per** = **Document** on item-related default charges.
{% endhint %}
See [Document Additional Charges](/documentation/guides/distribution_costs_management/document_additional_charges.md) to understand how these additional charge lines are posted.
---
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