Miscellaneous Fee Settings
Access
Use this routine to enter or edit miscellaneous fees and charges you want the system to assess on certain sales documents. Once you create fees here, you apply them to orders by associating them with either or both of the following:
Whenever a location and/or tax jurisdiction with associated fees appears on an order, the system applies the fees to all taxable items on the order. The system does not apply miscellaneous fees to products for which the Taxable field in the Advanced Product Settings is not selected. The total amount of the fees appears at the Fees/Charges field on the Payments tab of the order entry screen.
Applying Fees
When determining whether to apply fees, the order entry process references both the
- for deliveries, the tax jurisdiction of the ship-to location.
- for customer pickups, the tax jurisdiction of the pick-up location.
- for take-with orders, the tax jurisdiction of the selling store.
If fees have been associated with the any of the above, the system applies the fees to the order.
The system does not apply miscellaneous fees to direct-ship orders.
Calculating Fees
You can associate multiple fees with individual locations and tax jurisdictions. For each fee you create, you specify a percentage at the Percent field. When order entry determines to apply a fee, order entry references the fee percentage and applies it to the merchandise total of the order. You can make fee amounts taxable and/or include delivery charges in the percentage calculation.
Reports
To report on miscellaneous fees/charges, use any of the following reports:
Fee CodeSpecify the ID code of the miscellaneous fee or charge you want to enter or edit. You can enter up to 6 characters. If you click on the Search button, a list of existing fees appears from which you can choose.
DescriptionEnter a description of the fee. This description appears on printed documents such as delivery tickets. You can enter up to 15 characters. If you click on the Action button, the Description Field - Language Translation Entry appears.
Percent
GL AccountEnter the GL account to which you want to post amounts collected for the selected fee. If you click on the Action button, the GL Account Entry Screen appears which you can use to select an account number.
If you leave this field blank, the fee posts to a default account number specified in the General Ledger Assigned Account Settings.
TaxableIf you check the box at this field, then when this fee appears on an order, the program includes the fee amount when calculating sales tax.
Apply to Delivery ChargeTo include delivery charges (if any) when calculating the amount of this fee, check the box. Otherwise, leave the field blank. Note that for split orders, the delivery charge applies only to the part of the calculation for the delivery portion of the order.
Reduce Tax Rate
Reduce TaxSpecify one or more tax codes (jurisdictions) for which you want to reduce the selected fee when present on an order. If you click on the Action button, the Tax Jurisdiction Reduction Percent Screen appears, from which you can choose one or more tax jurisdictions.
This field is active only if you check the box at the Reduce Tax Rate field.
By %For each tax jurisdiction specified at the Reduce Tax field, specify the percentage by which to reduce the fee amount when the selected fee appears on an order. If you click on the Action button, the Tax Jurisdiction Reduction Percent Screen appears, from which you can enter one or more reduction percentages.
This field is active only if you check the box at the Reduce Tax Rate field.
Retain for MonthsEnter the number of months of fee activity you want to maintain in history before the End-of-Month (EOM) process purges the data. You can enter a number from 0 to 99. If you enter 0 (zero), EOM purges detail records associated with the selected fee at the end of each month. If you leave this field blank, the system system never purges the records.
Apply AlwaysTo assess this fee always, regardless of the point of customer possession, check the box at this field. STORIS recommends you check this box for all fees you associate with locations.
For example, if you check this box then apply this fee to a warehouse/store location, the system always charges the fee regardless of where the merchandise changes hands - whether the order is a delivery, take-with, or customer pickup.
If you check the box at this field, you inactivate the Apply Only When Written at Stores field.
Apply Only When Written at StoresUse this field to restrict the application of fees associated with tax jurisdictions on an order to a list of stores. If you leave this field blank, order entry does not reference this field.
The order entry process identifies the tax jurisdiction associated with the point of customer possession of merchandise. If any miscellaneous fees have been associated with the tax jurisdiction, order entry applies them to the order. However, if any of those fees have stores specified at this field, the system applies the fee only if the selling store for the order appears on the list at this field for the fee. For each fee on the order, if a list appears at this field and the selling store does not appear on the list, the system does not apply the fee. For fees for which this field is blank, the system applies the fee.
If you check the box at this field, you inactivate the Apply Always field.
Print Additional Text On
The text you enter in the following two fields appears only when printing Forms Designer forms. The text does not appear when printing STORIS standard order forms.
Sales OrderUse this field to enter up to 40 characters of free text you want to print on sales orders to which the selected fee has been applied.
Completed OrdersUse this field to enter up to 40 characters of free text you want to print on completed orders to which the selected fee has been applied.