Configure Service Charges

1. Select the Enterprise, click Configuration, and then click Service Charges.
2. Click the Insert icon () on the toolbar.
3. In the Insert Record dialog, enter the Record Name, and then click OK.
4. Double-click the new service charge record.
5. On the General tab, enter information in the fields as described in the following table:

   Table 12-1 General Tab Fields

   Field	Description
   Consumer Display Name	Enter the customer-facing service charge name that will appear in Simphony Transaction Services Gen 2.
   Percent	Enter the service charge percentage.
   Amount	Enter the service charge amount. This field becomes active only when you select option 2 - ON = Amount; OFF = Percentage.
   Pickup Tender/Media	To associate a tender to the service charge for charged tips and cash back, select the Tender/Media from the drop-down list.
   HALO	Enter the High Amount Lock Out (HALO) value for the service charge. This setting limits the amount workstation operators can enter for the service charge. To exceed this limit, the workstation operator must have the 158 - 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.
   Print Class	Select the Print Class for the service charge. Introduction to Print Class Output contains more information.
   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 associated with the same privilege group. You can set the field to 0 to allow all employees to use the service charge.
   Percent to Tips Paid	Enter the percentage of a charged tip that posts to the Tips Paid Tender/Media.
   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 configure report groups from the Report Groups module, in the Reporting section of the Property tab.

6. Select the Service Charge options as described in the following table:

   Table 12-2 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. This option records charged tips that employees receive directly from customers. If you select this option, workstation operators who use it must also enter a charge payment using a tender 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. Deselect this option to post the service charge to the Gross Food and Beverage Receipts, but not to 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	Select this option to require the workstation operator to enter an alphanumeric reference entry 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)	Leave this option deselected. This option is used to create a service charge for gift card/certificate sales, which are not supported with Simphony Essentials.
   9 - Reset Itemizer(s)	Select this option to reset service charge itemizers. When set, service charges can only apply once 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 checks with 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 guest leaves the table and pays the check directly with a cashier. When paying the bill, the guest indicates to the cashier to give the change to the server. After receiving payment, 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.
   17 - Use Floor Amount (Automatic Service Charges Only)	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. This option only applies to the service charge in revenue centers where it is used as an automatic service charge.
   18 - Gift Certificate Sold	Select this option to create a service charge that can be paid without posting to 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.
   30 - Prorate Service Charges to Menu Items	Select this option to prorate the service charge based on the value of the menu items. This overrides the requirement for the minimum guest count for a memo check, if the minimum guest count requirement is met for the entire check.

7. Click the Menu Levels tab.
8. In the Menu Level Configuration section, select the Active On Main Levels and Active On Sub Levels on which the service charge is active.
9. In the Main Level Popup and Sub Level Popup sections, select Transaction Default to return the transaction to the default Main Level or Sub Level after the service charge is pressed, select 0 - Stay Down to keep the current transaction levels, or select one of the levels 1-8 to become active. Deselect Transaction Default to make the other levels active for selection.
10. Click the Effectivity Groups tab.

    Effectivity groups allow you to configure and package promotions so that the service charges are only available for a fixed period of time. If effectivity groups do not exist, you must create one or more in the Effectivity Groups module. Configure Effectivity Groups contains more information.

11. Click the Add Effectivity Record link.
12. Click the Select link adjacent to Effectivity Group, select the effectivity group, and then click OK twice. The new effectivity record shows the discount name, Effectivity Status (for example, Active or Future), Date Start, and Date End.
13. Click Save.
14. To set an automatic service charge for the revenue center:
    1. Select the revenue center, click Setup, and then click RVC Parameters.
    2. On the General tab in the # Of Guests Before Auto Service Charge field, enter the number of guests required to trigger the automatic service charge for a transaction.

       If set to a value greater than 0, the automatic service charge is applied to the check after the number of guests equals or exceeds the value entered in this field. You must also select option 10 - Auto Service Charge Defaults to Off (step 15d below).

    3. Click the Options tab.
    4. Deselect 10 - Auto Service Charge Defaults to Off to apply the automatic service charge set in the Tender Parameters module for each transaction.

       If # Of Guests Before Auto Service Charge (step 15b above) is set to a value greater than 0 (zero), selecting this option makes the Auto Service Charge default to off. When a transaction has the number of guests specified in the # Of Guests Before Auto Service Charge field, the Auto Service Charge becomes active. If # Of Guests Before Auto Service Charge is set to 0 (zero), the workstation operator can apply the service charge.

    5. Click the Posting tab.
    6. To round the service charge, select the appropriate rounding option:

       • 13 - Round Service Charge % Entries: Select to round percentage service charge amounts according to the Round Service Charge % to 0, 10 and Round Service Charge % based on 10s digit option settings. Deselect to round the amounts to the nearest least significant digit.

       • 14 - Round Service Charge % to 0, 10: Select to round percentage service charge amounts to the nearest 0 or 10 increment. Deselect to round the percentage amounts to the nearest 0, 5, or 10 increment. You must also select option 13.

       • 15 - Round Service Charge % Based on 10s Digit: Select to round percentage service charged amounts based on the second least significant digit. Deselect to round the percentage amounts based on the least significant digit. You must also select option 13. This option is also affected by option 14.

    7. Click Save.