Now that you have created a Surcharge, you'll want to confirm when this is used. Without assigning it to anything, the Surcharge will remain open but unused without the capability to add it onto a Sales/Purchase document. See below for how to assign these to either Customers, Vendors, Items or Item Categories.
Customers
Assignments can be added by clicking into 'Related' and then 'Assignments' in the Ribbon of the "Surcharges" List.
In the Surcharge No. field, find your "Surcharge" number you want to assign to this customer. If this is all you want to assign so that when the Customer No is populated in the header of a Sales document, it will acknowledge there is a valid surcharge, you can close this screen without any further data.
If you want to add an additional step of data by including a Related Type, this can be done here. Using the Related Type and Related No will give you an additional way to drill down and be specific about exactly who warrants this Surcharge and when so that when the Customer No is populated on a Sales document, Business Central is then waiting for more criteria before it shows whether there is an 'Active' Surcharge.
The acceptable Related Types that can be used depend on what you're assigning it to.
For surcharges for Customers, you can choose from Related Types;
'Item', 'Item Category', 'Ship to Address' or 'Shipping Agent'
Surcharges for Vendors allow for the following Related Types;
'Item', 'Item Category' or 'Order Address'.
No Related Types can be chosen when assigning surcharges to 'Items' or 'Item Categories'.
When a Related Type is chosen, this means that if one of these is chosen, the Surcharge will only be added to the order when BOTH of these criteria have been met. In the dropdown for Related No., the exact code can be selected.
You are also able restrict when a Surcharge should be applied in relation to the Order Value on the Document by setting the Minimum Order Value and/or the Maximum Order Value on the Surcharge Assignments screen. It should be noted that you cannot specify a Related Type when setting up such restrictions. Where Minimum Order Value is populated only, anything on or above that Value will incur a Surcharge. Where Maximum Order Value is populated only, than anything up to that value will incur a Surcharge. This logic works the same for the Minimum Order Qty and Maximum Order Qty fields except the total order quantity will be used to decide whether the Surcharge should be applied.
Exclude from Surcharge
On the General FastTab in the "Customer" card, there is a toggle that can be ticked for Exclude from Surcharges. If switched 'off', this customer can have a Surcharge applied to it (either when assigned in the Customer "Surcharge Assignments" or where an 'Item' or 'Item Category' is used as these will be applied for any customer where used). If this is ticked, this customer will not accumulate a Surcharge and non can be applied on a Sales document.
Blocked Status
If the Blocked dropdown field on the "Customer" Card is 'blank', Surcharges will work as expected. Where Blocked is either 'Ship', 'Invoice' or 'All', the system will error when trying to assign a Surcharge.
For vendors, it works the same way, however the system will error if the Blocked dropdown field on the Vendor card is either 'Payment' or 'All'.
For Item Surcharges, if the Blocked toggle on the "Item" Card is 'No', Surcharges will work as expected. Where Blocked is ticked 'Yes', the system will error when trying to assign a Surcharge.