Surcharge Configuration

The Surcharge Configuration program is available to create and modify surcharges which are used to automatically add charges to a customer. Surcharges can be configured by Service & Disposal or Invoice. Surcharges must first be defined by unique Miscellaneous Transaction Codes. Surcharge Settings are managed by Customer from Customer Explorer and Customer Entry. Existing surcharge rates can be updated via the Add New Rate feature by specifying a date for the new rate to take effect. Surcharges can be reported by customer on the Surcharge Application Report. Also See Invoice Sample and Related Tasks.

 

Surcharge Miscellaneous Transaction Codes

 

Navigate To: System>Configuration>Code Maintenance>Accounting>Miscellaneous Transactions

1. Enter a unique two digit code.
2. Enter a description.
3. Rate is left blank and entered during Surcharge Configuration.
4. Apply applicable taxes.
5. Select Surcharge from the Miscellaneous Transaction Type drop down.
6. Select print once per site to print a single summary line of the surcharge total on the invoice rather than per transaction.
7. Save.
8. Repeat for each Surcharge.

 

Surcharge Configuration

Navigate To: System>Configuration>Surcharge Configuration

 

Service & Disposal Surcharge

1. Click Add.
2. Enter Surcharge Name.
3. Default on All. Check or Uncheck.

• When checked, this surcharge will be enabled on every customer. Exempt customers will need to be set manually.
• When unchecked, this surcharge will be exempt on every customer. Customer to receive this surcharge will need to be enabled manually.

4. Select the Surcharge Miscellaneous Transaction Code from the drop down.
5. Select Service & Disposal.
6. Select Rate by Percentage or Flat.
7. Enter Default Percentage or Flat Rate in Def. Rate.
8. Select Effective Date.
9. Select applicable Service Types, Activities and Disposal Materials.
10. For Flat Rate only:

• Verify Charge on Zero Amounts; check or uncheck.
• Multiply By Container Size & Select UOM if selected.
• Disposal: Select to Multiple by Billing or Disposal Qty & UOM.

11. Save.

 

Invoice Surcharge

1. Click Add.
2. Enter Surcharge Name.
3. Default on All. Check or Uncheck.

• When checked, this surcharge will be enabled on every customer. Exempt customers will need to be set manually.
• When unchecked, this surcharge will be exempt on every customer. Customer to receive this surcharge will need to be enabled manually.

4. Select the Surcharge Miscellaneous Transaction Code from the drop down.
5. Select Invoice Configuration Type.
6. Select Rate by Percentage or Flat.
7. Enter Default Rate.
8. Select Effective Date.
9. Select all applicable Miscellaneous Transactions.

• Enter a Minimum Invoice Amount. Invoices amounts below the Minimum will not charge this Invoice Surcharge.
• Enter a Maximum Invoice Amount. Invoice amounts above the Maximum will not charge this Invoice Surcharge.

10. Paper Surcharge. Check or Uncheck.

• When checked, this surcharge will only charge if the customer or site has an invoice email notification setting enabled and a paper invoice is generated.

11. Save.

 

Add New Rate

1. View Current, Historic and Future rates by clicking Include Historic/Future Rates at the top of the grid.

• Inactive Surcharges will present in Red.

2. Select a Surcharge in the grid.
3. Click Add New Rate.
4. Enter New Rate details: Percentage or Flat & Default Rate.
5. Select Effective Date.
6. Click Save.

 

Customer Explorer Surcharge Setting

 

Navigate To: Customers>Customer Explorer>Customer or Site>Settings

 

 

Exempt

1. Apply or Remove Exempt setting.
2. Enter Exempt Reason if required.
3. Save.
4. Update change to all sites. Select Yes or No.

 

Rate

1. To apply a Rate to this Customer or Site other than the Default Rate; populate the Rate field.
2. Save.
3. Update change to all sites. Select Yes or No.

 

Customer Entry Surcharge Setting

 

Navigate To: Customers>Customer Entry>Step 4 - Additional Site Information

 

 

Exempt

1. Apply or Remove Exempt setting.
2. Enter Exempt Reason if required.
3. Save.

 

Rate

1. To apply a Rate to this Customer or Site other than the Default Rate; populate the Rate field.
2. Save.

 

Invoice Sample

 

Surcharge Application Report

Generate a report of included and exempt surcharges for active and/or inactive customers for all or specified surcharges.

 

Navigate To: Reports>Report Center>Customers>Surcharge Application Report

1. Select Surcharges.

• Accounts exempt from all surcharges OR Specific Surcharges.
• Select to include applicable customer accounts and/or include accounts exempt from any of the selected surcharges.

2. Select all or specific surcharges to be included or excluded from the report.
3. Select your output.

 

Related Tasks

 

Miscellaneous Transaction Entry