Setting Up a Standard Assessment or Donation

Access the Standard Assessment and Donation form.

If you change the name or the default value for an assessment or donation on this form, the system updates existing contracts that have the same assessment or donation.

Type

Enter the type of adjustment from UDC table 43C/AT. For example:

ASM: Assessment.

DON: Donation.

Assessment/Donation Percent

Enter an amount that represents a percentage of the total gross or net amount to be paid for the assessment or donation.

Gross or Net

Specify which price the assessment or donation is based on by entering a value from UDC table 43C/GN. For example:

BP: Base Price.

NP: Net Price.

Amount Per and Amount Per UOM (amount per unit of measure)

Enter an amount that represents a percentage of the unit of measure amount in the Amount Per field. In the Amount Per UOM field, enter a code from UDC table 00/UM that corresponds to the value in the Amount Per field.

Flat Amount

Enter either a positive amount (no sign) or negative amount (minus sign) to specify whether the system adds or subtracts the amount during settlement.

Currency

Enter the currency code of the amount in the Amount Per field or Flat Amount field. If you assign a standard assessment or donation to a contract, the currency of the assessment or donation and the domestic currency of the contract must be the same.

Account Number

Enter the account number in which to record the additions or deductions from the assessments or donations.