Establishing Additional Charge Codes (WADC)

Purpose: Use additional charge codes to add miscellaneous charges or credits to an order.

You can add an additional charge or credit to an order in order entry or order maintenance by pressing F16. You can display the same pop-up window in Work with Return Authorizations if you use the streamlined version; see Working with Return Authorizations: Streamlined Process.

You can establish additional charge codes for:

• special handling charges, such as monogramming, engraving, alterations or personalization.

• dollar discounts for an offer or source

• service charges

• shipper additional charges

• credits to offset additional charge codes when processing refunds

• freight or merchandise credits to apply to Amazon orders

• credits for cancellation, sellout, or return of pre-billed amounts

Additionally, use this file to identify whether the additional charge code displays the standard special handling screen, a customized special handling screen, or no special handling screen.

Note: You can limit the total amount of negative additional charges applied to an order by entering a dollar value in the Negative Additional Charge Limit (E49) field in the System Control file.

In this topic:

• Examples of Additional Charge Codes

• Special Handling Overview

• Using Special Handling Charge Breaks

• Bypassing or Suppressing the Special Handling Screens

• Overriding the Special Handling Charge or Price

• Work with Additional Charges Screen

• Create Additional Charges Screen

• Change Additional Charges Screen

• Display Additional Charges Screen

• Work with S/H Charge Breaks Screen

• Work with S/H Charge Breaks Screen (Change Mode)

Related system control values:

• Default Additional Charge Code (C45): The system uses this code to apply a balance due write-off in order entry.

• Negative Additional Charge Limit (E49): You cannot enter negative additional charges on an order whose total will exceed this limit unless you have proper authority, as controlled by the Override Negative Additional Charge Limit (A60) secured feature, described below.

• Additional Charge Group Code for Shipping and Handling Analysis Report (E54): Only the additional charge group code you enter here will be included on the Shipping and Handling Analysis Report (PSHI).

• Restrict Additional Charge Amount if Default Charge (F43): If you set this system control value to Y, you will not be able to enter an additional charge amount at the Enter Additional Charges window in order entry, order maintenance, or Work with Return Authorizations for any additional charge code set up with a default charge amount. This system control value works together with the Enter Amount for Order Additional Charge Code (A80) secured feature, described below.

• Additional Charge Group Code for Freight (I29): Indicates the additional charge Group that flags a negative charge applied to an Amazon order as a freight adjustment rather than a merchandise adjustment. See Amazon Order Feed for an overview.

• Additional Charge Code for Pre Billed Amount Returns (J74): Indicates the additional charge code to use when applying a negative additional charge to an order to credit the customer for a return of a pre-billed item.

• Additional Charge Code for Pre Billed Amount Soldouts (J75): Indicates the additional charge code to use when applying a negative additional charge to an order to credit the customer for a soldout pre-billed item.

See Special Handling Overview for additional system control values related specifically to special handling.

Related secured features:

• Additional Charges Access (A24): Controls access to the Enter Additional Charges pop-up window in order entry, order maintenance, or Work with Return Authorizations, accessible by pressing F16. If a user is prohibited from working with additional charges through this secured feature, this setting overrides the settings of any other secured features.

• Override Negative Additional Charge Limit (A60): Controls the ability to override the negative additional charge limit set with the system control value described above.

• Enter Amount for Order Additional Charge Code (A80): Controls the ability to enter an additional charge amount at the Enter Additional Charges pop-up window in order entry, order maintenance, and Work with Return Authorizations (streamlined version only), accessible by pressing F16. Works together with the Restrict Additional Charge Amount if Default Charge (F43) system control value described above; see Order Entry Adding Miscellaneous Charges or Credits for a complete description.

See Special Handling Overview for additional secured features related specifically to special handling.

Examples of Additional Charge Codes

Type of Charge	Example	Defined Where?
service charge	flat charge applied to an order	Offer or Source Code; see Marketing Setting Up Offer Information
dollar discount	discount (credit) applied to an order based on merchandise total	Offer or Source Code; see Marketing Setting Up Offer Information
shipper/item	additional charge for delivery of oversized or heavy items	Shipper/Item (using the additional charge code for this purpose is not currently implemented)
special handling	charge for monogramming or other personalization, hemming, or dyeing	Item SKU/Offer; see Special Handling Overview below
restocking fee	charge for processing returns	Ad hoc; Additional Charges pop-up window in Order Entry (F16)
long distance phone credit	credit to customer for phone calls to customer service	Ad hoc; Additional Charges pop-up window in Order Entry (F16)
miscellaneous credits	credit you apply when processing a return to offset an additional charge added in Order Entry	Ad hoc; Additional Charges pop-up window in Order Entry (F16)

Special Handling Overview

What is special handling? Special handling is any type of item personalization, such as monogramming, alterations, engraving, etc. You can also use a special handling code to automatically add a handling charge to an order when the customer orders a specific item, even if there are no actual handling instructions.

What are the two main types of special handling?

• Standard special handling (the S/H type (Special handling type) is S) supports entry of free-form text instructions.

• Custom special handling (the S/H type (Special handling type) is C) supports entry of specific fields, with default entries and validation. You use the Establishing Custom Special Handling Formats (WSHF) menu option for format setup.

See the Work with Special Handling Screen and the Work with Custom Special Handling Screen for more discussion of standard or custom special handling.

What makes an item eligible for special handling? The Special handling flag for the Item or SKU Offer controls whether the item is eligible for personalization. If the Special handling flag is set to Y:

• Default special handling: If there is a S/H code (Special handling code) specified for the Item or SKU Offer, and that code’s Bypass S/H flag is set to N, then this type of special handling defaults for the item. See Bypassing or Suppressing the Special Handling Screens for a discussion of screen flow based on different special handling options.

• Optional special handling: Otherwise, the item receives special handling only if you enter a code in the S/H code field for the item when you are entering the order, select the special handling option for an existing order detail line, or specify a special handling code in order maintenance.

If the Special handling flag for the Item or SKU Offer is set to N, the item is not eligible for special handling.

How much does the special handling cost? The system determines the special handling charge by:

• Special handling charge break? If there are any charge breaks set up for the additional charge code at the Work with S/H Charge Breaks Screen, use the highest charge amount for which the order qualifies, in addition to any Default price or Default price % from the custom special handing format, if any. See Using Special Handling Charge Breaks for examples; otherwise,

• Special handling price from Item or SKU Offer? If there are no charge breaks, but a S/H price (Special handling price) is specified for the Item or SKU Offer, use this price; otherwise,

• Feature option price from custom special handling format? If there is no special handling price specified for the Item or SKU Offer, but a Default price or Default price % is specified for a selected feature option from the custom special handing format, use this price. This option is available for custom special handling only.

See Overriding the Special Handling Charge or Price and Using Special Handling Charge Breaks for discussions.

Applying special handling to set items: You can sell set items with special handling that applies to one or more of its component items, or to the set item as a whole. For example, you can offer monogramming on a set that includes a hat and gloves.

The Copy Set Master Special Handling to Set Components (J39) system control value controls whether the system automatically copies special handling instructions from the set master item to the set components and applies related handling charges. See that system control value and Setting Up Special Handing for Sets for more information.

System control values: System control values related to special handling include:

• FTC -- # of Days to Add for Special Handling (C67)

• Enter Custom Special Handling in Upper and Lower Case (D65)

• Generate Custom Special Handling File (D66)

• Evaluate Special Handling Charges by Order Line (D67)

• Tax on Handling (B15)

• Display Special Format Response Descriptions in Order Entry (E90)

• Include Spaces in Special Handling Edit for Maximum Characters (F80)

• Copy Set Master Special Handling to Set Components (J39)

Using Special Handling Charge Breaks

Purpose: You can use the Work with S/H Charge Breaks Screen to specify the total special handling charges to apply to orders based on the total number of units on the order using the same special handling code. This option, which overrides a charge specified for the Item or SKU Offer, but is added in addition to the custom special handling feature option price, is described below.

Example: You charge $50.00 to deliver a large item by truck; however, you can deliver additional items by truck at the same time without charging the full $50.00 for each unit. You set up charge breaks such as:

Quantity	Charge
1	50.00
3	75.00
5	100.00

Evaluating an order for special handling charge breaks: The system checks the S/H Break file in order entry and through the order API when you add an item with special handling. If there are any special handling charge breaks set up through the Work with S/H Charge Breaks Screen for the special handling code, the system bypasses any special handling price from the Item or SKU Offer, and applies the appropriate charge break instead. The highest Charge amount whose Quantity is not higher than the number of units on the order using the charge code is applied to the item or items.

Example:

An order includes the following order lines: 1. Item AB100: quantity 2, special handling code BA 2. Item CD200, quantity 1, special handling code BA 3. Item EF300, quantity 1, special handling code CS A total quantity of 3 units from the first 2 lines use special handling code BA, which has the following special handling charge breaks: Qty of 1: $25.00 Qty of 2: $40.00 Qty of 5: $50.00 The system applies a total charge of $40.00 for lines 1 and 2, since the total quantity across these 2 order lines exceeds the required unit quantity of 3, but is less than the next level requiring a quantity of 5. The third line uses a different special handling code, so it in not included in the special handling charge break calculation with the first 2 lines.

Note: It is not necessary for all of the units on the order to have the same special handling instructions for the special handling charge break to apply; they simply need to use the same special handling code.

Important: You must set up a charge break for a quantity of 1 in order for special handling charge breaks to work correctly.

Special handling charge break amounts cannot be changed: When the special handling for an order line is subject to special handling charge breaks, you cannot enter or override the special handling price or charge in order entry; instead, the special handling price or charge is display-only.

Feature options: When an order line uses a custom special handling format, the charges associated with any selected or required Feature options also still apply to the total handling charges. The system adds these feature option charges to the total handling charge for the order line.

Example:

An order includes the following order lines: 1. Item GH400: quantity 1, special handling code BC 2. Item IJ500, quantity 1, special handling code BC Special handling code BC has the following special handling charge breaks: Qty of 1: $10.00 Qty of 2: $15.00 The custom special handling format associated with BC is MN for monogramming. The MN format includes an optional feature option with a price of $3.00. Item IJ500 on line 2 uses that feature option, while line 1 does not. The resulting special handling charges for the order lines are: 1. Item GH400: $7.50 (15.00 / 2) 2. Item IJ500: $10.50 (7.50 (15.00 / 2) + 3.00)

Prorated unit charge or total charge: The Evaluate Special Handling Charges by Order Line (D67) system control value controls the special handling calculation on order lines that do not use special handling charge breaks; however, it also has an effect on how the charge breaks work:

• If the Evaluate Special Handling Charges by Order Line (D67) system control value is set to:

• Y: the S/H charge for the order detail line is the total amount for the entire order line.

• N or blank: the S/H charge for the order detail line is the prorated unit charge.

Example:

An order includes a line for 4 units of item KL400, using special handling code BP. Special handling code BP has the following special handling charge breaks: Qty of 1: $10.00 Qty of 4: $25.00 If the Evaluate Special Handling Charges by Order Line (D67) system control value is set to: • Y: the S/H charge for the line is $25.00. • N or blank: the S/H charge for the line is $6.25 (25.00 / 4); the total Handling charges for the Order Ship To are $25.00. Feature option? If the order line also included a feature option with a price of $2.00, then if the Evaluate Special Handling Charges by Order Line (D67) system control value is set to: • Y: the S/H charge for the line is $27.00 ($25.00 + $2.00). • N or blank: the S/H charge for the line is $8.25 ($6.25 + $2.00); the total Handling charges for the Order Ship To are $33.00 ($25.00 + $8.00 (4 units * $2.00)).

This system control value also affects updates in order maintenance to order lines that use charge breaks. See below for a discussion.

Rounding: Depending on how you set up your special handling charge breaks, a rounding discrepancy can occur when the total number of units subject to the charge break does not divide evenly into the Charge amount specified for the break. In this situation, the system reconciles the rounding discrepancy if there is an order line with a quantity of 1; otherwise, there may be a discrepancy of a few pennies in the total Handling charges added to the order through the special handling code.

Example:

Special handling code RD has special handling charge breaks: • Quantity of 1: $10.00 • Quantity of 5: $35.00 • Quantity of 10: $50.00 An order that includes 6 units subject to the special handling code qualifies for the charge break of $35.00; however, 35 is not evenly divisible by 6. If the order includes: • 5 units on one line and 1 unit on another line: • total charges of $29.15 (5 * $5.83) apply to the 5-unit line • $5.85 applies to the 1-unit line • total Handling charges are $35.00 • 6 units on a single line: total handling charges of $34.98 (5 * $5.83)

Sets: The Copy Set Master Special Handling to Set Components (J39) system control value is a factor in calculating charge breaks for set master and component items. If the system control value is:

• set to Y: the special handling is copied from the set master to the components, and then deleted from the set master, so the qualifying quantity for the charge break is based only on the component items (unless there are other items on the order that use the same special handling code).

• N or blank: the special handling information is not automatically copied to the set components but is retained on the set master item, so the qualifying quantity for the charge break might be based on the set master item alone, or on the set master item in addition to the component items.

Example:

The Copy Set Master Special Handling to Set Components (J39) system control value is set to Y. An order includes the following order lines: 1. Set master item SET100, with special handling code BC 2. Component item FLAT100, quantity 1, special handling code BC 3. Component item FITTED100, quantity 1, no special handling 4. Component Item CASES100, quantity 1, special handling code BC Special handling code BC has the following special handling charge breaks: Qty of 1: $10.00 Qty of 2: $15.00 Result: The special handling instructions entered for the master are copied to the components on lines 2 and 4 and, and deleted from the master item. As a result, the total quantity with special handling code BC is 2, so the special handling charge break of $15.00 applies.

The Copy Set Master Special Handling to Set Components (J39) system control value is set to N. An order includes the following order lines: 1. Set master item SET100, with special handling code BC 2. Component item FLAT100, quantity 1, no special handling 3. Component item FITTED100, quantity 1, no special handling 4. Component Item CASES100, quantity 1, no special handling Special handling code BC has the following special handling charge breaks: Qty of 1: $10.00 Qty of 2: $15.00 Result: The special handling instructions entered for the master are retained and not copied to the components. As a result, the total quantity with special handling code BC is 1, so the special handling charge break of $10.00 applies.

Changing charge amount displayed as you add qualifying items: Since the system bases the charge break on the total unit quantity using the special handling code, the Charge amount displayed at the Work with Special Handling Screen might vary as you add items to the order:

Example:

An additional charge code has the following charge breaks: • Quantity of 1: $20.00 • Quantity of 3: $50.00 • Quantity of 5: $75.00 As you add items using the additional charge code: • First item: Charge = $20.00 (1 unit, total charge = $20.00) • Second item: Charge = $10.00 (2 units, total charge = $20.00) • Third item: Charge = $16.67 (3 units, total charge = $50.00) • Fourth item: Charge = $12.50 (4 units, total charge = $50.00)

Maintaining an order with special handling charge breaks: The system does not automatically calculate special handling charge breaks in order maintenance, or when updating the order through any other option, such as processing a return or an auto-soldout. Some possible outcomes are described in the table below.

When you:	Possible outcome(s)
Cancel, sell out, or return an entire order line	The S/H charge for that order line is removed from the order; however, the charges for any other order lines on the order using the same special handling code are not affected, even if the order would no longer qualify for the charge break in order entry. Note: To remove special handling charges, you need to advance to the Work with Special Handling Screen or Work with Custom Special Handling Screen and select the Delete S/H option. You cannot remove special handling at the Work with Order Line Screen (Changing/Adding an Item) if special handling charge breaks apply to the item.
Remove special handling from an order line
Cancel, sell out, or return a partial quantity of an order line	If Evaluate Special Handling Charges by Order Line (D67) is: • set to Y: the S/H charge for that order line is not affected • N or blank: the total Handling charges on the Order Ship To decrease by the per-unit S/H charge for that order line Note: Special handling charges are updated by a return only if you select the Refund handling flag when entering the return.
Add a new order line, or add special handling to an existing order line	The system checks the Item Offer, SKU Offer, or special handling format for special handling charges, as described above under Using Special Handling Charge Breaks; it does not use the special handling charge breaks. Note: If you have not set up special handling charges in the Item or SKU Offer or special handling format, no charges apply when you add an order line in order maintenance.
Add a unit to an existing order line	If Evaluate Special Handling Charges by Order Line (D67) is: • set to Y: the S/H charge for that order line is not affected • N or blank: the total Handling charges on the Order Ship To increase by the per-unit S/H charge for that order line
Change the special handling code for an order line	If you change the special handling code: • from a code with charge breaks to one without breaks: the system calculates the special handling charges for the line using its standard hierarchy, based on whether the new code is standard or custom special handling, and whether the S/H price is defined for the Item or SKU Offer or in the special handling format. • from a code without charge breaks to one with breaks: • if the item uses standard special handling, you need to enter a charge amount if there is not a default set up for the Item or SKU Offer. • if the item uses custom special handling, the order line retains the current special handling charge, and any newly selected feature options do not increase the total special handling charges. Note: Changing the additional charge code for an order line is an option only if the Item or SKU Offer does not specify a S/H code. You might use this setting if, for example, monogramming is available but optional for an item.

Charge breaks not supported: In addition to order maintenance, the following menu options do not support evaluating special handling charge breaks when updating the order:

• Processing Auto Soldout Cancellations (MASO)

• Working with Backorders Pending Cancellation (WBPC)

• Processing Item Substitutions (PSUB)

When these options update an order, the results are the same as those from order maintenance, described above.

Also, using the e-commerce maintenance message to update an order line that uses special handling charge breaks is not supported. See E-Commerce Maintenance and Cancel Process Overview for background.

For more information: For information on setting up charge breaks, see the Work with S/H Charge Breaks Screen.

Bypassing or Suppressing the Special Handling Screens

You can set up special handling for an Item or SKU Offer so that you advance automatically to a special handling screen when you enter an item; or, you can specify to advance to the screen on demand only; or you can prohibit display of the screen in order entry, but still add the handling charges to the order.

When do you advance to a special handling screen?

• Automatically when you enter an item: When you enter an item in order entry or order maintenance that has a S/H code (Special handling code) specified for the Item or SKU Offer, you automatically advance to the Work with Special Handling Screen or Work with Custom Special Handling Screen (depending on the special handling type) unless:

• if the Suppress S/H window flag for the additional charge code is set to Y: The special handling code and any appropriate charges are added to the order without advancement to a special handling screen. In this situation, you cannot advance to a special handling screen in order entry or order maintenance, although you can display the related screen in order inquiry.

Note: The Suppress S/H window flag causes the special handling charge to be added to the order automatically when you use interactive order entry. For example, the charge is not added automatically through the generic order message (order API).

• if the Bypass S/H flag for the additional charge code is set to Y: You do not advance automatically to the Work with Special Handling Screen or Work with Custom Special Handling Screen, although you can display it on demand as described below.

Note: It is not appropriate to set both the Suppress S/H window flag and the Bypass S/H flag to Y.

• If the Restrict Special Handling (SH) maintenance restriction for the order type on the order is selected: The system prevents the special handling window from displaying in order maintenance; in addition, you cannot enter a special handling code for an order line.

• By specifying a special handling code when you enter an item:

• If no special handling code assigned: When you enter an item in order entry or order maintenance that does not have a S/H code (Special handling code) specified for the Item or SKU Offer, but does have the Special handling flag set to Y, you can advance automatically to a special handling screen by specifying the special handling code while entering the item. However, if the Suppress S/H window flag is set to Y, you cannot actually display the special handling screen, as described above.

• If special handling code is flagged to bypass the screen: If the Bypass S/H flag for the additional charge code is set to Y, you can still display the screen when you enter the item in order entry or order maintenance by specifying the special handling code while you enter the item.

• Adding special handling to an existing order detail line: You can also advance to a special handling screen by:

• Entering 8 next to an existing item at the Work with Order Lines Screen (Adding Items to the Order) or Work with Order/Detail Screen, unless the Suppress S/H window flag is set to Y, as described above.

• Entering 2 next to an existing item at the Work with Order Lines Screen (Adding Items to the Order) or Work with Order/Detail Screen to advance to the Work with Order Line Screen (Changing/Adding an Item), then entering the S/H code and, optionally, S/H charge. Again, you cannot display the special handling screen if the Suppress S/H window is set to Y, as described above.

• Entering 2 next to an existing item at the Work with Order Lines Screen (Adding Items to the Order) or Work with Order/Detail Screen to advance to the Work with Order Line Screen (Changing/Adding an Item), then pressing F7, you have the opportunity to select a special handling code and apply it to the order line, provided the Special handling flag set to Y.

Removing special handling information for an order line: If special handling is assigned to an item on an order, you can remove it by:

• If the special handling format is not suppressed, you can enter 8 next to an existing item at the Work with Order Lines Screen (Adding Items to the Order) or Work with Order/Detail Screen, and then press F11 at the special handling screen.

• Otherwise, even if the Suppress S/H window is set to Y, you can delete the special handling instructions and charge by entering 2 next to an existing item at the Work with Order Lines Screen (Adding Items to the Order) or Work with Order/Detail Screen to advance to the Work with Order Line Screen (Changing/Adding an Item), then clearing the S/H code and the S/H charge.

Overriding the Special Handling Charge or Price

You can enter a special handling price at the special handling screen or the Work with Order Line Screen if you have the required authority. Two secured features control access:

• Enter or Override Personalization Charge (A40): Controls access to the Charge field when you are working with custom special handling formats in order entry (when the charge is established at the special handling format)

• Enter or Override S/H Price (B12): Controls access to the S/H price field when you are working with custom special handling formats in order entry (when the special handling price is defined for the item/offer or SKU/offer)

Standard special handling: The following chart summarizes how the system controls access for standard special handling formats:

Custom special handling: The following chart summarizes how the system controls access for custom special handling formats:

Summary: The following table summarizes the situations in which you can enter or override the special handling charge or price.

Note: You cannot enter or override the special handling charge or price if the order line is eligible for a special handling charge break. See Using Special Handling Charge Breaks for more information.

Screen	You can enter or override special handling charge/price if:
Work with Order Line Screen	Special handling type = standard Authority under the Enter or Override S/H Price secured feature is *ALLOW
Work with Special Handling Screen	Special handling type = standard Display of the special handling screen is not suppressed
Work with Custom Special Handling Screen	Special handling type = custom Display of the special handling screen is not suppressed And: • If the special handling price is derived from the special handling format: authority under the Enter or Override Personalization Charge = *ALLOW; or, • If the special handling price is derived from the item/offer or SKU/offer: authority under the Enter or Override S/H Price secured feature = *ALLOW

Work with Additional Charges Screen

Purpose: Use this screen to work with or review additional charge codes, including charges that you use for special handling. See Establishing Additional Charge Codes (WADC) for an overview.

How to display this screen: Enter WADC in the Fast path field at the top of any menu or select Work with Additional Charges from a menu.

MSR0109 DISPLAY Work with Additional Charges 1/06/11 17:06:23 EZK Mail Order ---- S/H ---- Opt Code Description Group Account# Type Format U/F Type options, press Enter. 2=Change 4=Delete 5=Display 7=S/H Breaks BR BRONZING 0 S BZ C MISCELLANEOUS CREDIT 60400 CK CHECKS 60400 C CK D MISCELLANEOUS DEBIT 0 DD DISCOUNT 0 EM EMBLEM ADDITIONAL CHARGE 100 0 C EM EN ENGRAVING 0 C EN F EXTRA FREIGHT/ITEM CHARGE 60301 M MONOGRAMMING 60400 S MO MONOGRAMMING 100 60400 S MO F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

Field	Description
Code	A code that represents a type of additional charge or credit. Alphanumeric, 2 positions; optional.
Description	The description associated with the additional charge code. Alphanumeric, 30 positions; optional.
Group	A code that groups similar charge types for reporting purposes. Note: • The STS Sales Interface uses this field to identify the STS subcode for special handling and additional charges. See System Operations Using the STS Sales Interface (WSTS). • The Amazon Order Feed uses this code to identify a freight adjustment rather than a merchandise adjustment, based on the Additional Charge Group Code for Freight (I29) Alphanumeric, 3 positions; optional.
Account #	The General Ledger account number against which the charge should post. This account number acts as an override to the number specified in the Division G/L file: • additional charges: this account number overrides the number defined in the Additional Charges field for the division • special handling: this account number overrides the number defined in the Handling field for the division If no account number is specified here, the system uses the general ledger number defined at the division level. See General Ledger Accounts Defined in the Division G/L File. Numeric, 8 positions; optional.
S/H type (Special handling type)	Defines the type of special handling screen the additional charge code calls in order entry. Valid values are: C = Custom special handling screen S = Standard special handling screen (which contains free-form entry fields) blank = This additional charge code is not used for special handling. Alphanumeric, 1 position; required.
S/H format (Special handling format)	This code indicates the format of the custom special handling screen for the additional charge code. Special handling format codes are defined in and validated against the Special Handling Format file. See Establishing Add Reason Codes (WADR). Alphanumeric, 2 positions; optional.

Screen Option	Procedure
Create an additional charge code	Press F6 to advance to the Create Additional Charges Screen.
Change additional charge code information	Enter 2 next to a code to advance to the Change Additional Charges Screen.
Delete an additional charge code	Enter 4 next to a code. Note: You can delete an additional charge code at any time. However, general ledger posting will not occur on future orders for the type of additional charges that the deleted code represents. Existing orders will retain the code, but not the description.
Display an additional charge code	Enter 5 next to a code to advance to the Display Additional Charges Screen.
Work with special handling charge breaks	Enter 7 next to a code to advance to the Work with S/H Charge Breaks Screen. Note: • This option is available only for additional charge codes flagged for special handling with an S/H type of C (custom) or S (standard). • You advance to this screen in Add mode if you have not already created any charge breaks for the charge code; otherwise, you advance to the Work with S/H Charge Breaks Screen (Change Mode).

Create Additional Charges Screen

Purpose: Use this screen to create and define the characteristics of an additional charge code.

How to display this screen: Press F6 at the Work with Additional Charges Screen.

MSR0112 ENTER Create Additional Charges 2/17/05 15:05:04 EZK Mail Order Code . . . . . . . . Description . . . . . Group . . . . . . . . Account # . . . . . . S/H type . . . . . . S/H format . . . . . S/H Exclude Tax? . . User Field . . . . . Default Charge . . . Suppress S/H Window . Bypass S/H . . . . . F3=Exit F12=Cancel

Field	Description
Code	A code that represents the type of additional charges or credits. You may apply additional charges to the source code, to the offer, to special handling of an item, to the item at the ship via level, or you can add them in order entry. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only.
Description	The description associated with the additional charge code. Alphanumeric, 30 positions; required.
Group	A code that groups similar charge types for reporting purposes, such as in the Shipping and Handling Analysis Report (PSHI). Note: • The STS Sales Interface uses this field to identify the STS subcode for special handling and additional charges. See System Operations Using the STS Sales Interface (WSTS). • The Amazon Order Feed uses this code to identify a freight adjustment rather than a merchandise adjustment, based on the Additional Charge Group Code for Freight (I29) Alphanumeric, 3 positions; optional.
Account #	The General Ledger account number against which the charge should post. This account number acts as an override to the number specified in the Division G/L file: • additional charges: this account number overrides the number defined in the Additional charges field for the division for sales. For returns, the system searches the Order Additional Charge file (by matching on invoice number and charge amount) for the additional charge code originally assigned to the order. Once the original additional charge code is found, the system posts the amount to the general ledger number defined for the code in the Additional Charge Code file. If the system does not find the original additional charge code on the order, the system uses the account number specified for the Default Additional Charge Code (C45) system control value. If this system control value is blank, the system uses the account number specified for the Additional charges returns for the division. • special handling: this account number overrides the number defined in the Handling field for the division (sales) or the Handling returns for the division (returns) If no account number is specified here, the system uses the general ledger number defined at the division level. See General Ledger Accounts Defined in the Division G/L File. Numeric, 8 positions; optional.
S/H type (Special handling type)	Defines the type of special handling screen that appears in Order Entry or Order Maintenance for the additional charge code. Only additional charge codes with a type of C or S appear when you scan on the Special Handling field in Order Entry or Order Maintenance. Valid values are: C = Custom special handling (entry fields that you can customize) If you enter a C here, then you must also enter a value in the S/H format (Special handling format) field. S = Standard special handling (free-form entry fields) blank = the additional charge code is not for special handling. Note: If you specify a special handling type, you cannot enter a default charge amount, below. This is because the system never uses the default charge amount as part of special handling. Alphanumeric, 1 position; optional.
S/H format (Special handling format)	This code indicates the format of the custom special handling screen. Special handling format codes are defined in and validated against the Special Handling Format file. See Establishing Custom Special Handling Formats (WSHF). You must enter a value in this field if you entered a C in the S/H type (Special handling type) field; otherwise, the system ignores the value in this field if the S/H type field contains an S or is blank. Alphanumeric, 2 positions; optional (required if S/H type = C).
S/H exclude tax?	This field indicates whether special handling charges are subject to normal tax evaluation. Valid values are: Y = Special handling charges are excluded from any tax. N = Special handling charges are evaluated for tax, based on the regular tax logic; see About Tax Rates for an overview. This field is valid only if the additional charge code represents special handling (the S/H type is C or S). You cannot enter a value in this field if the additional charge does not represent special handling. Alphanumeric, 1 position; required for special handling codes.
User field	This field is informational only. Alphanumeric, 1 position; optional.
Default charge	The charge (positive amount) or credit (negative amount) to apply to an order when you enter this additional charge code at the Enter Additional Charges pop-up window. The system does not use the default charge in any other situation except through this pop-up window, which is available by pressing F16 in order entry, order maintenance, or Work with Return Authorizations. Note: You cannot enter both a default charge amount and a special handling type. The Restrict Additional Charge Amount if Default Charge (F43) system control value and the Enter Amount for Order Additional Charge Code (A80) secured feature control how this field works. Numeric, 7 positions with a 2-place decimal; optional.
Suppress S/H window	Indicates whether to suppress the display of the Work with Special Handling Screen or the Work with Custom Special Handling Screen when you add an item with special handling in order entry. You might want to suppress display in order to automatically add a charge to the Handling bucket on an order without requiring the order entry operator to complete or accept the information on the special handling screen. Valid values are: Y = Suppress the display of the related special handling screen in order entry when you add an item with this additional charge code; however, any related handling charge is still added to the order. N or blank = The related special handling screen is available for entry. You cannot enter a value in this field for an additional charge code that does not have a Special handling format.
	Additional considerations when suppressing the special handling screens: Displaying special handling screens on demand: If the automatic advancement to the special handling screen is suppressed, you cannot display the screen on-demand. For example, a special handling screen is not available by entering 8 next to an item in order entry, order maintenance, or order inquiry. However, you can still advance to the Display Special Handling or the Display Custom Special Handling screens in order inquiry, regardless of the setting of this field. If you would like to prevent the special handling screen automatically but retain the ability to display it on demand, use the Bypass S/H flag instead of the Suppress S/H window flag. Entering returns through order entry: If a special handling format is set to suppress display and applies to the order detail line, then the handling charge will be automatically added to the order as a credit when you create a return by entering a negative quantity in order entry. However, if the special handling format is not set to suppress display, you advance to the special handling screen and have the option of accepting or rejecting the charge. Note: This flag causes the special handling charge to be added to the order automatically when you use interactive order entry. For example, the charge is not added automatically through the generic order message (order API). Alphanumeric, 1 position; optional.
Bypass S/H	Indicates whether to bypass the automatic display of the Work with Special Handling Screen or the Work with Custom Special Handling Screen when you add an item with special handling in order entry; however, you can still display the special handling screen by: • entering 8 next to an existing order detail line • entering the code in the S/H field when adding an item to an order • entering the S/H code at the Work with Order Line Screen (Changing/Adding an Item) Valid values are: Y = Bypass automatic display of the special handling screen in order entry or maintenance, but leave the screen available on demand N or blank = Do not bypass automatic display of the special handling screen in order entry or maintenance Important: You should not have both this flag and the Suppress S/H window flag set to Y for an additional charge code in order to have the special handling option work correctly in order entry and order maintenance. Alphanumeric, 1 position; optional.

Change Additional Charges Screen

To change: Enter 2 next to an additional charge at the Work with Additional Charges Screen to advance to the Change Additional Charges screen. You can change any information on this screen except the additional charge code. See Create Additional Charges Screen for field descriptions.

Note: Changing the values in the S/H type (Special handling type) and S/H format (Special handling format) fields will not affect existing orders.

Display Additional Charges Screen

To display: Enter 5 next to an additional charge code at the Work with Additional Charges Screen to advance to the Display Additional Charges screen. You cannot change any information on this screen. See Create Additional Charges Screen for field descriptions.

Work with S/H Charge Breaks Screen

Purpose: Use this screen to set up special handling charge breaks that apply to all items on the order that use the same special handling code for their special handling. See Using Special Handling Charge Breaks for background.

Important: You must set up a charge break for a quantity of 1 in order for special handling charge breaks to work correctly.

How to display this screen: Enter 7 next to a code at the Work with Additional Charges Screen. This option is available only for additional charge codes flagged for special handling with an S/H type of C (custom) or S (standard).

Note: You advance to this screen in Add mode if you have not already created any charge breaks for the charge code; otherwise, you advance to the Work with S/H Charge Breaks Screen (Change Mode).

You can also advance to this screen by pressing F6 at the Work with S/H Charge Breaks Screen (Change Mode).

MSR1522 ADD Work with S/H Charge Breaks 1/06/11 17:11:57 EZK Mail Order Additional Charge: E INVITATIONS Opt Qty Charge Type options, press Enter. 4=Delete + F3=Exit F6=Change F12=Cancel

Field	Description
Additional charge	The additional charge code you selected at the Work with Additional Charges Screen. The description is to the right. Code: alphanumeric, 2 positions; display-only. Description: alphanumeric, 30 positions; display-only.
Qty (Quantity)	The total unit quantity across all items on an order using this special handling code that is required for the system to apply the associated Charge amount. Numeric, 7 positions; required.
Charge	The total amount to apply to the items on the order using this special handling code. The amount is prorated across the order lines if there is more than one line using the code. See Using Special Handling Charge Breaks for a discussion and examples. Numeric, 7 positions with a 2-place decimal; required.

Completing this screen: Enter the Qty and total Charge amount for each S/H charge break to apply in order entry or the order API for the special handling code. See the field descriptions above and Using Special Handling Charge Breaks for more information.

Switch to Change mode: Press F6 to switch from Add mode to Change mode, where you can change the Charge amount for an existing entry, or delete a charge break. See Work with S/H Charge Breaks Screen (Change Mode) for more information.

Important: You must set up a charge break for a quantity of 1 in order for special handling charge breaks to work correctly.

Work with S/H Charge Breaks Screen (Change Mode)

Purpose: Use this screen to review, update the charge amounts, or delete existing special handling charge breaks you have set up through the Work with S/H Charge Breaks Screen.

How to display this screen: Enter 7 next to a code that already has special handling charge breaks at the Work with Additional Charges Screen. You can also advance to this screen by pressing F6 at the Work with S/H Charge Breaks Screen.

MSR1522 CHANGE Work with S/H Charge Breaks 1/06/11 17:12:43 EZK Mail Order Additional Charge: E INVITATIONS Opt Qty Charge Type options, press Enter. 4=Delete 1 10.00 3 25.00 5 35.00 10 50.00 F3=Exit F6=Change F12=Cancel

Completing this screen: Optionally, change a Charge amount, or select Delete to delete an existing Charge amount. See Work with S/H Charge Breaks Screen for field descriptions, and see Using Special Handling Charge Breaks for a discussion.

Switch to Add mode: Press F6 to switch from Change mode to Add mode, where you can enter additional charge breaks. See Work with S/H Charge Breaks Screen (Change Mode) for more information.

Important: In order for special handling charge breaks to work correctly, you must not delete the charge break for a quantity of 1.