Working with Dollar Chart by Source Code (WDCS)
Purpose: Use the Work with Dollar Chart by Source Code function to establish and exclude freight or service charges by source code.
Service charges are additional charges that are added to an order if the merchandise amount on the order is equal to or greater than an amount specified in this table.
You can also define freight and service charges for a source using the Work with Source Code menu option; see Working with Source Codes (WSRC).
Note: If you plan to establish service charges, you should complete the Addl charge code (for Dollar chart charges) in the Offer table.
In this chapter:
• First Work with Dollar Chart by Source Screen (Select Source and Type)
• Work with Dollar Chart by Source Screen (Freight Charges)
• Create Dollar Chart by Source Screen (Freight Charges)
• Work with Dollar Chart by Source Screen (Service Charges)
• Create Dollar Chart by Source Screen (Service Charge)
First Work with Dollar Chart by Source Screen (Select Source and Type)
How to display this screen: Select the Work with Dollar Chart by Source option from a menu or enter WDCS in the Fast path field at the top of any menu.
Field |
Description |
Source |
A code to identify a segment of your customer base. Alphanumeric, 9 positions; required. |
Freight or service |
Indicates the type of dollar chart for the source code. Valid values are: Freight = Set up freight charges for the source code Service = Set up service charges for the source code Required. |
Completing this screen: Complete the Source field and enter F or S in the Freight or service field. If you select Freight, you advance to the Work with Dollar Chart by Source Screen (Freight Charges). If you select Service, you advance to the Work with Dollar Chart by Source Screen (Service Charges).
Work with Dollar Chart by Source Screen (Freight Charges)
Purpose: Use this screen to define freight charges for this source code. The system uses this table if the Freight method defined for the source code is $ Chart by Src.
How to display this screen: Complete the First Work with Dollar Chart by Source Screen (Select Source and Type) or select Freight charges for a source code on the Work with Source Codes Screen. The following message displays if you have not defined a freight method at the source code level:
Freight method is not Dollar Chart.
Field |
Description |
Dollar amount |
The dollar amount for the dollar chart. If the merchandise total for on order is less than or equal to this dollar amount, the system applies the Freight charge or the Percentage associated with this dollar amount. Note: If the Include Handling in Freight Charge Calculation (D77) system control value is selected, the system will also include handling along with merchandise in the freight charge calculation. Numeric, 9 positions with a 2-place decimal; optional. |
Freight charge |
The shipping charge associated with the Dollar amount. Numeric, 7 positions with a 2-place decimal; optional. |
Pct (Percentage) |
A percentage of the order's merchandise total used to calculate the freight or service charge. Note: If the Include Handling in Freight Charge Calculation (D77) system control value is selected, the system will also include handling along with merchandise in the freight charge calculation. Numeric, 5 positions with a 2-place decimal; optional. |
Maximum charge |
The maximum amount to charge for shipping. Numeric, 7 positions with a 2-place decimal; optional. |
Screen Option |
Procedure |
Update the freight charge or maximum freight amount for a tier on the dollar chart for this source code |
Select Change for a tier on the dollar chart by source to advance to the Change Dollar Chart by Source screen (Freight Charges). For field descriptions, see Create Dollar Chart by Source Screen (Freight Charges). You can change all fields except the Source code and Dollars fields. |
Delete a tier in the dollar chart for this source code |
Select Delete for a tier on the dollar chart by source to delete it. |
Review information for a tier on the dollar chart for this source code |
Select Display for a tier on the dollar chart by source to advance to the Display Dollar Charge by Source screen (Freight Charges). You cannot change any fields on this screen. For field descriptions, see Create Dollar Chart by Source Screen (Freight Charges). |
Create a new tier on the dollar chart by source |
Select Create to advance to the Create Dollar Chart by Source Screen (Freight Charges). |
Create Dollar Chart by Source Screen (Freight Charges)
Purpose: Use this screen to create a freight chart for a source code.
How to display this screen: Select Create at the Work with Dollar Chart by Source Screen (Freight Charges).
You must define a freight charge by entering a dollar amount in the Freight charge field or a percentage of the dollar amount in the Pct field. Optionally, you can enter a maximum charge to use.
Field |
Description |
Source |
The code and description for a group of customers to whom you mail an offer. See Working with Source Codes (WSRC). (Source) Alphanumeric, 9 positions; display-only. (Description) Alphanumeric, 30 positions; display-only. |
Dollars |
The merchandise dollar amount on the customer's order. When the merchandise total is equal to or greater than the dollar amount you enter, the freight charge defined in the Freight charge field, the Pct field, or the Maximum charge field will be applied to the customer's order. Note: If the Include Handling in Freight Charge Calculation (D77) system control value is selected, the system will also include handling along with merchandise in the freight charge calculation. Numeric, 7 positions with a 2-place decimal. Create screen: required. Change screen: display-only. |
Freight amount |
The flat dollar amount of freight to apply to a customer's order when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollar amount field. For example, If you enter 100.00 in the Dollar amount field, and 4.95 in the Freight charge field, the system adds $4.95 to the order as freight when the total order amount subject to freight is $100.00 or less. Note: If the Include Handling in Freight Charge Calculation (D77) system control value is selected, the system will also include handling along with merchandise in the freight charge calculation. Numeric, 7 positions with a 2-place decimal; required if you do not define a percentage in the Pct field. |
Freight percent |
The percentage of the merchandise total to apply to a customer's order as freight when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollar amount field. For example, If you enter 50.00 in the Dollar amount field, and 5.00 in the Pct field, the system applies $2.50 to the order as freight when the total amount subject to freight is $50.00 or less. Note: If the Include Handling in Freight Charge Calculation (D77) system control value is selected, the system will also include handling along with merchandise in the freight charge calculation. Numeric, 5 positions with a 2-place decimal; required if you do not define a dollar amount in the Freight charge field. |
Maximum freight amount |
The maximum dollar amount of freight to charge, regardless of the result of the freight calculation. You need to complete this field only if you are calculating freight on the merchandise dollar amount by percentage (if you have entered a percentage in the Pct field.) Numeric, 7 positions with a 2-place decimal; optional. |
Work with Dollar Chart by Source Screen (Service Charges)
Purpose: Use this screen to define service charges for a source code. Service charges are additional charges that are added to an order if the merchandise amount on the order is equal to or greater than an amount specified in this table.
Note: If you are setting up service charges, you should complete the Additional charge code field for Dollar chart charges in the Offer table.
How to display this screen: Complete the First Work with Dollar Chart by Source Screen (Select Source and Type). You can also display this screen by select Service charges for a source code at the Work with Source Codes Screen.
Field |
Description |
Dollar amount |
Allows you to enter a dollar amount for the service charge chart. Numeric, 9 positions with a 2-place decimal; optional. |
Freight charge |
Allows you to enter a dollar amount for the service charge chart. Numeric, 7 positions with a 2-place decimal; optional. |
Pct (Percentage) |
Allows you to enter a percentage of the order's total merchandise dollar amount that is used to calculate the service charge. Numeric, 5 positions with a 2-place decimal; optional. |
Maximum charge |
Allows you to enter the maximum amount to charge for service charges. Numeric, 7 positions with a 2-place decimal; optional. |
Screen Option |
Procedure |
Update a service charge amount or percent for a tier on the service charge chart |
Select Change for a tier on the service chart by source to advance to the Change Dollar Chart by Source screen (Service Charges). For field descriptions, see Create Dollar Chart by Source Screen (Service Charge). You can change all fields except the Source code and Dollars fields. |
Delete a tier in the service charge chart for this source code |
Select Delete for a tier on the dollar chart by source to delete it. |
Review information for a tier on the service charge chart for this source code |
Select Display for a tier on the dollar chart by source to advance to the Display Dollar Chart by Source screen (Service Charges). You cannot change any fields on this screen. For field descriptions, see Create Dollar Chart by Source Screen (Service Charge). |
Create a new tier on the service charge chart by source |
Select Create to advance to the Create Dollar Chart by Source Screen (Service Charge). |
Create Dollar Chart by Source Screen (Service Charge)
Purpose: Use this screen to create a service charge for a source code.
How to display this screen: Select Create at the Work with Dollar Chart by Source Screen (Service Charges).
You must define a service charge by entering a dollar amount in the Service amount field or a percentage of the dollar amount in the Service pct field. Optionally, you can enter a maximum charge to use.
Field |
Description |
Source |
The unique user-defined code and description for a segment of your customer base to whom you mail an offer. See Working with Source Codes (WSRC). (Source) Alphanumeric, 9 positions; display-only. (Description) Alphanumeric, 30 positions; display-only. |
Dollars |
The merchandise dollar amount on the customer's order. When the merchandise total is equal to or greater than the dollar amount you enter, the service charge defined in the Service charge field, the Service percent field, or the Maximum service amount field will be applied to the customer's order. For example, if the merchandise total is between and including .01 and 25.00, the service charge will be 3.00. If the merchandise total is between and including 26.00 and 50.00, the service charge will be 5.00. If the merchandise total is 50.01 or over, the service charge will be 6% of the merchandise dollar amount, up to $7.00. Numeric, 7 positions with a 2-place decimal. Create screen: required. Change screen: display-only. |
Service amount |
The flat dollar amount of a service charge that will be applied to a customer's order when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollars field. Numeric, 7 positions with a 2-place decimal; required if you do not define a percentage in the Service percent field. |
Service percent |
The percentage of the merchandise total that will be applied to a customer's order as a service charge when the merchandise dollar amount on the order is equal to or greater than the amount defined in the Dollars field. Numeric, 5 positions with a 2-place decimal; required if you do not define a dollar amount in the Service amount field. |
Maximum service amount |
The maximum dollar amount of a service charge, regardless of the result of the service charge calculation. You only need to complete this field if you are calculating the service charge on the merchandise dollar amount by percentage (if you have entered a percentage in the Service percent field.) Numeric, 7 positions with a 2-place decimal; optional. |
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WDCS OROMS 17.0 2018 OTN