30 Add or Edit Additional Charge

Overview: Use the:

• Add Additional Charge window to an additional charges to the ship-to order.
• Update Additional Charge window to update an additional charge assigned to the ship-to order.

Both windows include the same fields.

How to display:

• Select the Add Charge to Order option on the Additional Charges panel to advance to the Add Additional Charge window.

Note:

The Add Charge to Order option is available only if you have ALLOW authority to the Additional Charges Access (A24) secured feature and the order is not locked by another user.

• Select the Edit option from the actions menu () for an additional charge on the Additional Charges panel to advance to the Edit Additional Charge window.

Note:

The Edit option is available only if you have ALLOW authority to the Additional Charges Access (A24) secured feature, the order is not locked by another user, and the additional charge has not already been billed.

For more information:

• Add or Edit Additional Charge Options for step-by-step instructions on the actions you can perform on the Additional Charge window when in Add or Edit mode.
• Fields on Add/Edit Additional Charge for a description of the fields on the Additional Charge window when in Add or Edit mode.
• Additional Charges for an overview on additional charges.

Add or Edit Additional Charge Options

Purpose: You can perform the following actions on the Add Additional Charge or Edit Additional Charge window.

• Add An Additional Charge (Add Additional Charge Window)
• Update an Additional Charge (Edit Additional Charge Window)

For more information:

• Add or Edit Additional Charge for an overview of the Add Additional Charge and Edit Additional Charge windows.
• Fields on Add/Edit Additional Charge for a description of the fields on the Add Additional Charge and Edit Additional Charge windows.

Adding An Additional Charge (Add Additional Charge Window)

When you add an additional charge to the order, the system updates the Additional Charges total and recalculates the Order Total.

Adding a Negative (Credit) Additional Charge

1. Select Add Charge to Order to open the Add Additional Charge window.
2. Select the appropriate additional charge from the Additional Charge drop down box. Additional charges display in ascending additional charge code sequence.

3. Enter the amount in the Amount (Additional Charge Amount) field. Press - to make the amount a negative value.

   • If you do not have authority to the Enter Amount for Order Additional Charge Code (A80) secured feature, the Amount field is display-only. In this situation, you must select an additional charge that has a default charge amount defined.

   • If a default charge amount is defined for the selected additional charge code, the amount defaults to the Amount field. You cannot change the default additional charge amount if the Restrict Additional Charge Amount if Default Charge (F43) system control value is selected.

   • You cannot add a negative additional charge that would bring the total negative additional charges on the order over the limit specified in the Negative Additional Charge Limit (E49) system control value if you do not have authority to the Override Negative Additional Chrge Limit (A60) secured feature. Note: Negative additional charges that are added by the system are not included in the negative additional charge total; also, the total is not decreased by positive additional charges.

   • You cannot add a negative additional charge to an order received from Order Orchestration (delivery or pickup) if the Suppress Returns for Retail Pickup/Delivery (L88) system control value is selected.

4. Select OK to apply the additional charge to the order.
5. Repeat steps 1-3 to add another negative additional charge to the order.

Note:

After you add an additional charge to the order, the option changes from Add Charge to Order to Add Additional Charge.

Entering a Positive (Debit) Charge

1. Select Add Charge to Order.
2. Enter the appropriate additional charge in the Additional Charge field.

3. Enter the amount in the Amount (Additional Charge Amount) field.

   • If you do not have authority to the Enter Amount for Order Additional Charge Code (A80) secured feature, the Amount field is display-only. In this situation, you must select an additional charge that has a default charge amount defined.

   • If a default charge amount is defined for the selected additional charge code, the amount defaults to the Amount field. You cannot change the default additional charge amount if the Restrict Additional Charge Amount if Default Charge (F43) system control value is selected.

4. Select OK to apply the additional charge to the order.
5. Repeat steps 1-2 to add another positive additional charge to the order.

Note:

After you add an additional charge to the order, the option changes from Add Charge to Order to Add Additional Charge.

Update an Additional Charge (Edit Additional Charge Window)

Updating a Negative (Credit) Additional Charge

1. Select the Edit option from the actions menu () for an additional charge.

2. Update the amount in the Amount (Additional Charge Amount) field. Press - to make the amount a negative value.

   • If the Restrict Additional Charge Amount if Default Charge (F43) system control value is selected, you will need to use this window to override any default charge; however, you will be able to do so only if you have the proper authority based on the Enter Amount for Order Additional Charge Code (A80) secured feature. If you do not have the authority to change the amount, you will need to change the charge code itself, or delete the code and add a different one.

   • You cannot change a negative additional charge to an amount that would bring the total negative additional charges on the order over the limit specified in the Negative Additional Charge Limit (E49) system control value, if you do not have authority to the Override Negative Additional Charge Limit (A60) secured feature. Note: Negative additional charges that are added by the system are not included in the negative additional charge total; also, the total is not decreased by positive additional charges.

   • You cannot add a negative additional charge to an order received from Order Orchestration (delivery or pickup) if the Suppress Returns for Retail Pickup/Delivery (L88) system control value is selected.

3. Select OK to update the additional charge and return to the Additional Charges window.

Updating a Positive (Debit) Charge

1. Select the Edit option from the actions menu () for an additional charge.

2. Update the amount in the Amount (Additional Charge Amount) field.

   If a default charge amount is defined for the additional charge code, you cannot change the default additional charge amount if the Restrict Additional Charge Amount if Default Charge (F43) system control value is selected.

3. Select OK to update the additional charge and return to the Additional Charges window.

Fields on Add/Edit Additional Charge

Purpose: The following fields display on the Add Additional Charge window and Edit Additional Charge window (see Add or Edit Additional Charge).

• Additional Charge:

  • Required at the Add Additional Charge window.

  • Display-only at the Edit Additional Charge window.

• Amount; see Additional Charge Amount

For more information:

• Add or Edit Additional Charge for an overview of the Add Additional Charge window and Edit Additional Charge window.
• Add or Edit Additional Charge Options for step-by-step instructions on the actions you can perform on the Add Additional Charge window and Edit Additional Charge window.