Assignments

Now that you have created a Surcharge, you'll want to confirm when this is used and for this you'll need to setup "Surcharge Assignments". The "Surcharge Assignments" screen can be accessed by selecting the Assignments option from the Related menu group on the "Surcharges" screen. 

Note: without setting up Assignments for a Surcharge it will not be possible to activate the Surcharge.

You are able to setup a variety of different conditions for assigning a Surcharge to an Order (or Return) document within Business Central as detailed below.

Source Type 

Select the Source Type from the following available options using the lookup provided

  • Customer is used when wanting the Surcharge to be assigned to a specific Customer
  • Vendor is used when wanting the Surcharge to be assigned to a specific Vendor
  • Item should be selected if the Surcharge is for an individual Item
  • Item Category should be selected if the Surcharge is relevant for a group of Items that belong to the same Item Category
Source Name Will be populated automatically based on the Source Type that is selected
Source No.

Depending on the Source Type attribute you are able to select a specific Customer, Vendor, Item or Item Category using the Source No. lookup.

If you were wanting to simply have a Surcharge assignment for a single Customer, then having selected the Source Type and Source No. information for the relevant Customer you could simply close the screen and make the Status of the Surcharge Active. Any Sales document using the Customer would then attract the Surcharge
Related Type

The Related Type attribute allows you to define further qualification criteria for assignment of the Surcharge (in addition to the Source Type and Source No.) to be able to create a further level of filter criteria. 

The options available are dependent on the selected Source Type.

Where the Source Type is Customer the following options are available.

  • Item
  • Item Category
  • Ship to Address
  • Shipping Agent

If the Source Type is set to Vendor, then the following options are available.

  • Item
  • Item Category
  • Order Address

Note: no Related Type can be chosen when the Source Type is set to Item or Item Category
Related No.

Within this attribute, you will be able to select the relevant filter criteria depending on the Related Type option that has been selected, e.g. if Related Type is set to Item Category then you will be able to select the relevant Item Category from the lookup.

When a Related Type is chosen the Surcharge will only be added to a document when both the Source No. and Related No. criteria conditions have been met.
Minimum Order Value

Here you can enter a minimum value that the document must reach for the Surcharge to be relevant.

Note: it is not possible to use the Related Type functionality in conjunction with the Minimum Order Value, Maximum Order Value, Minimum Order Qty. or Maximum Order Qty. attributes.
Maximum Order Value Here you can enter a maximum value that the document must not be more than for the Surcharge to be relevant
Minimum Order Qty. This field is used to apply a condition that the total quantity of the document must be greater than, for the Surcharge to be relevant
Maximum Order Qty. This field is used to apply a condition that the total quantity of the document must be less than, for the Surcharge to be relevant

Exclude from Surcharge

If you wish to exclude a Customer from Surcharge functionality, regardless of any other "Surcharge Assignments" that have been setup, then you select the Exclude from Surcharges attribute that can be found on the General FastTab on the "Customer Card".