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
|
| 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 Where the Source Type is Customer or Vendor, the Source No. can also be left blank to assign the Surcharge to all Customers or all Vendors. See Assigning a Surcharge to all Customers or all Vendors below. Note: a blank Source No. is only allowed when the Source Type is Customer or Vendor. Leaving it blank for a Source Type of Item or Item Category will produce the error "A blank Source No. is only allowed when Source Type is Customer or Vendor." |
| 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.
If the Source Type is set to Vendor, then the following options are available.
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" screen.
Assigning a Surcharge to all Customers or all Vendors
Some Surcharges apply across the board rather than to a named account - a small order charge, a fuel levy or a pallet charge, for example. Previously these needed an Assignment line for every Customer or Vendor, which meant remembering to maintain the Surcharge each time a new account was created.
Instead, create a single Assignment line, choose a Source Type of Customer or Vendor, and leave the Source No. blank. The Surcharge will then be considered for every Customer or every Vendor, including any that are created in the future.
A blank Source No. can be combined with the Minimum Order Value, Maximum Order Value, Minimum Order Qty. and Maximum Order Qty. attributes in exactly the same way as a specific account. This makes it straightforward to set up a rule such as "apply a GBP 7.50 small order charge to any Sales Order under GBP 100" with a single Assignment line.
Combining an "all accounts" Assignment with specific Assignments
Assignments with a blank Source No. and Assignments naming a specific account are both evaluated. A blank Source No. does not override, and is not overridden by, a named account.
This means that where a Surcharge has an Assignment for all Customers and a second Assignment for a specific Customer, and a document for that Customer meets the criteria on both lines, the Surcharge will be considered under both.
Note: if you need a different Surcharge value for one particular account, set up two separate Surcharges - a general one assigned to all Customers or Vendors, and a specific one for the account concerned - and use the Minimum Order Value, Maximum Order Value, Minimum Order Qty. and Maximum Order Qty. criteria so that only one of them qualifies for any given document.
Note: a Surcharge still requires at least one Assignment before it can be activated. Attempting to set the Status to Active with no Assignments will produce the error "Cannot activate Surcharge without any Assignment".