Configure a client for Surcharges, Rebates, or Taxes

To add surcharges, rebates or taxes to the client:

  1. Review or update the client to display the CCCLNT—Client Detail screen.
  2. Select the Invoicing tab.
  3. Select the Surcharges, Rebates or Tax tab, as required.
  4. Click Add icon Add.
  5. Select the required Price Adjustment Code. The dropdown options will only show the applicable price adjustment type (ex. if in Client>Invoicing tab, the selection only shows price adjustment records where the Price Adjustment Type is Surcharge.
  6. Click Submit.

To remove surcharges, rebates or taxes from the client:

  1. Review or update the client to display the CCCLNT—Client Detail screen.
  2. Select the Invoicing tab.
  3. Select the Surcharges, Rebates or Tax tab, as required.
  4. Click at the beginning of the rows to be removed (or the top X to remove all records).
  5. Click Submit.