Configuring Service Charges

  1. Select the Enterprise, property, or zone, click Configuration, and then click Service Charges.
  2. Insert the service charge record, and then double-click it.
  3. On the General Settings tab, enter information in the fields as described in the following table:

    Table 15-1 General Settings Fields

    Field Description

    Percent

    Enter the service charge percentage.

    Amount

    Enter the service charge amount.

    Tips Paid Tender/Media

    To link a tender to the service charge, select the Tender/Media from the drop-down list.

    HALO

    Enter the High Amount Lock Out (HALO) value for the service charge. This setting prevents workstation operators from entering abnormally high values for the service charge. To exceed this limit, the workstation operator must have the Authorize/Perform Over HALO Amounts on Service Charge Keys option set for the employee role.

    When you set the value to 0, there is no HALO for the service charge.

    This field does not apply to automatic service charges.

    Tax Class

    To apply a tax class to the service charge, select a Tax Class from the drop-down list.

    Privilege Group

    Select a Privilege Group to restrict use of this service charge to employees who are linked to the same privilege group. You can set the field to 0 to allow all employees to use the service charge.

    Percent to Tips Paid

    Select the trigger condiment group.

    This field dims when you set the Trigger MI Group to 0 - Use Discount Itemizers.

    Report Group

    Select the report group to which this service charge record belongs.

    Report groups are subcategories that allow reports to show similar service charges grouped and subtotaled together. You can set report groups from the Report Groups module, in the Reporting section of the Property tab.
  4. Select the Service Charge options as described in the following table:

    Table 15-2 Service Charge Options

    Option Description

    1 - ON = Open; OFF = Preset

    Select this option to make the service charge an open service charge, prompting the workstation operator for the amount or percentage. Deselect this option to use a preset amount or preset percentage for the service charge.

    2 - ON = Amount; OFF = Percentage

    Select this option to make the service charge an amount service charge. Deselect this option to make the service charge a percentage service charge.

    3 - Post to Charged Tips Total on Tip Reports

    Select this option to post the service charge to the Direct Charged Tips total and to add it to the Total Tips on employee tip reports. This setting records charged tips that employees receive directly from customers. If you select this option, workstation operators who use it must also enter a charged tip payment using a tendering key with Tender/Media option Post to Charged Receipts on Tip Reports set.

    Select either 3 - Post to Charged Tips Total on Tip Reports or 11 - Do Not Post to Gross Receipts, but not both.

    Select either 3 - Post to Charged Tips Total on Tip Reports or 4 - Post to Service Charges Total on Tip Reports, but not both.

    4 - Post to Service Charges Total on Tip Reports

    Select this option to post the service charge to the Service Charges total, but not the Total Tips or the Gross F&B Receipts total. Use this option for service charges that are paid to the House. This setting records tips that employees receive as wages through payroll. Deselect this option to post the service charge to the Gross F&B Receipts, but not the Service Charges total. The Service Charges total on tip reports meets the reporting requirements of United States IRS Form 8027, which states that this total should equal all tips that are paid to the employee as wages, and are less than 10% of the transaction total.

    Select either 3 - Post to Charged Tips Total on Tip Reports or 4 - Post to Service Charges Total on Tip Reports, but not both.

    5 - Reference Entry Required

    Selecting this option requires the workstation operator to enter a name or number when using the service charge.

    6 - Validation Required

    Select this option to print a validation chit when the workstation operator uses the service charge.

    7 - Non-Revenue Service Charge (No Post to Sales)

    Select this option to create a service charge that can be paid by credit card without posting to the Simphony sales totals. (A tracking group total can track this amount if necessary.) This option is often used to create a service charge for gift certificate sales as the customer can pay for the gift certificate with a credit card. When you select this option, you must configure the service charge as an amount service charge. A non-revenue service charge cannot post to a check that contains menu items. If the tender requires a cashier link, posting a non-revenue service charge also requires a cashier link. When using this option, deselect options 3 and 4.

    8 - Taiwanese Paid Out

    Select this option to create a service charge records repayment of cash from a Taiwanese paid out.

    9 - Reset Itemizer(s)

    Select this option to reset service charge itemizers. This option prevents all service charges from being applied twice to menu items that post to the same service charge itemizers. Deselecting this option allows multiple service charges to apply to the same service charge itemizers.

    10 - Service Charge Adds to Guest Count

    Select this option to increment the transaction’s guest count by one every time the service charge applies to the transaction. This option is often used for non-revenue service charges that apply as cover charges. Selecting the RVC Parameter option 8 - Use Number of Seats for Guest Count overrides the setting of this option. When the workstation operator presses the Number of Guests key during a transaction, the guest count no longer increments when the service charge applies to the transaction. The workstation operator must maintain the guest count manually from that point.

    11 - Do Not Post to Gross Receipts

    Select this option to prevent this service charge from posting to gross F&B receipts on tip reports. This is intended for service charges that meet the United States Internal Revenue Service’s definition of non-allocable receipts (as defined in the IRS Instructions for Form 8027). Deselecting this option allows the service charge to post to gross F&B receipts on the tip reports.

    Select either 3 - Post to Charged Tips Total on Tip Reports or 11 - Do Not Post to Gross Receipts, but not both.

    12 - Item is Shareable

    Select this option to share the item between two or more seats or two or more checks when using TouchEdit or TouchSplit.

    13 - Cash Tips

    Select this option to add the Direct Cash Tips total on the tip reports. Selecting option 3 - Post to Charged Tips Total on Tip Reports or 4 - Post to Service Charges Total on Tip Reports overrides this option. This option is used in a cashier environment where the customer leaves the table and pays their check directly with a cashier. After paying the bill, the cashier can post a value to a Cash Tip Service Charge. This Cash Tip Service Charge posts to the employee’s Direct Cash Tips total on the Employee Tip Report.

    14 - Service Charge Used For Stored Value Transactions

    Select this option if the service charge is used for stored value transactions.

    15 - Mask Account Number

    Use this option for service charges with reference entries. Select this option to mask the account number (often a gift card number or other reference entry) on guest checks and customer receipts. Deselect this option to keep the text un-masked.

    16 - Encrypt Service Charge Reference Entry

    Use this option for service charges with reference entries. Select this option to encrypt the reference entry (in the Oracle Hospitality relational database) that is associated with the service charge. Deselect this option to post the unencrypted reference entry information to the relational database.

    17 - Use Floor Amount (Automatic Service Charges Only)

    This option only applies to the service charge in revenue centers where it is used as an automatic service charge. Select this option to require a minimum value for the automatic service charge. Then enter the minimum floor amount in the Amount field, which is only active for percentage service charges when you select option 17.

    18 - Gift Certificate Sold

    Select this option to create a service charge that can be paid without posting to the application’s sales totals. (A tracking group total can track the amount if necessary.) This option is similar to 7 - Non-Revenue Service Charge, except that menu items can be present on the check in addition to the service charge. When you select this option, you must configure the service charge as an amount. If a tender requires a cashier link, posting a non-revenue service charge also requires a cashier link. Selecting this option dims option 7.

    21 - Post To Till Totals

    Select this option if you are using Enterprise Cash Management (ECM) and the server must be assigned to a till when applying the service charge. Deselect this option if the ECM accounting method is set to Server Banking.

    22 - Add to Checks Begun/Paid Count if Non-Revenue

    This option applies to the service charge if it is configured as non-revenue (option 7 is set). Selecting this option increases the checks begun or paid count on reports when the non-revenue service charge applies to a transaction. Deselecting this option results in no change to the checks begun or paid count.

    23 - Rental Deposit

    Select this option to use the service charge as a rental deposit. Rental deposits work with the deposit handling feature and are necessary to apply a deposit to a check. Service charges with this option set may be non-revenue service charges. However, unlike traditional non-revenue service charges, a check may contain more than one rental deposit service charge.

    26 - Configure as Banquet Tip

    Select this option to include the amount of the service charge transaction in the Tip line item of the banquet check.

    27 - Configure as Banquet Fee

    Select this option to include the amount of the service charge transaction in the Fees line item based upon the selected service charge on the banquet check.
  5. Click Save.

Related Topics

Parent topic: Service Charges