Maintain Surcharges for an Invoice

Use this activity to maintain surcharges for an invoice.

This activity can be performed only on an invoice with an Invoice Status of Initial or Draft.

A reprice of the invoice must be completed if any property that affects the line items is updated. Clicking the Generate Invoice button does not cause the invoice to be re-calculated, it merely creates the invoice documents.

For a single-job invoice:

  • Surcharges come from the related job invoice.
  • Surcharges display at invoice level.
  • When a change is made to the surcharges, then the changes are reflected in the job invoice in the job.
  • Surcharges are applied on the line items raised by the job invoice.

For a combined-by-job merged invoice:

  • Surcharges are combined into a unique set of surcharges from the merged job invoice.
  • Surcharges display at invoice level.
  • When a change is made to the surcharges, then the changes are reflected in EACH job invoice in the job.
  • Surcharges are applied on the line items raised by the combined job invoices.

Note that for a grouped-by-job merged invoice, surcharges are maintained at the job invoice level.

Miscellaneous line items appended by the user are not affected by rebates or surcharges. Only the line items that are generated by pricing and displayed in the Line Items tab (under a job invoice for a grouped-by-job invoice, or at invoice level for a single or combined-by-job invoice) are affected by surcharge and rebate adjustments.

Activity Steps

  1. Proceed to update and initial or draft invoice, and during this action, include the following steps.
  2. Select the Surcharges tab.

    Surcharges associated with the invoice display in the grid in rows. A single job invoice and a merged invoice that has a combined-job pricing mode displays surcharges at the invoice level.

    Any changes to an invoice's header are reflect back in the job invoice. Where the invoice is comprised of multiple job invoices, then the changes are reflected in the primary job invoice.

To add an invoice-level surcharge:

  1. Click Add icon Add.
  2. Select the Surcharge Code.
  3. Click Submit.

    The surcharge is added to the invoice after any other surcharges already on the invoice. The surcharges in the invoice and related job invoices are re-sequenced accordingly.

To remove invoice-level surcharges:

  1. Click X at the beginning of the rows to be removed.
  2. Click Submit.

    The surcharges are removed from the invoice. The surcharges on the invoice and related job invoices are re-sequenced accordingly.

Example:

If a new surcharge is added to a combined-by-job merged invoice, and in the same process a surcharge is removed from the invoice, then the surcharges on the invoice and job invoices are re-sequenced as follows:

Invoice No

Surcharges Tab

Sequence

INV001

Sample Holding Fees

1 --> removed

 

Administrative Fees

2 --> 1

 

Batch Fees

3 --> 2

 

Report Fees

4 --> 3

 

Disposal Fees

new --> 4

 

Job Invoices

Surcharges

Sequence

Job1

 

 

 

 

Job1Invoice1

 

 

 

 

Sample Holding Fees

1 --> removed

 

 

Administrative Fees

2 --> 1

 

 

Disposal Fees

new --> 2

 

Job1Invoice2

 

 

 

 

Administrative Fees

1

 

 

Batch Fees

2

 

 

Sample Holding Fees

3 --> removed

 

 

Disposal Fees

new --> 3

Job2

 

 

 

 

Job2Invoice1

 

 

 

 

Administrative Fees

1

 

 

Report Fees

2

 

 

Sample Holding Fees

3 --> removed

 

 

Disposal Fees

new --> 3

To re-sequence invoice-level surcharges:

  1. Click on a row and drag it to its desired position within the grid.
  2. Click Submit.

    The surcharge sequence is persisted.