Setting up sales order addons

Use these instructions to set up sales order addons. After addons are set up, you can assign these addons to customer records in Customer Setup or Customer ShipTo Setup. These addons are default to orders entered in Sales Order Entry, or you can manually add them to the orders.

You can also create one or more environmental handling fees (EHF) in SA Order Entry Addons Setup. You must assign each EHF an Addon #. You can then associate the Addon # with a general ledger account, product, geographical location, and customer. We recommend you create at least one EHF addon for each province or state requiring environmental handling fees, assigning each with their own general ledger account number.

Note: Infor discourages the use of the SA Exemption Table Setup Exemption functionality with Sovos GTD. Before you use them together, we recommend you engage Infor Consulting Services to help plan your implementation.
  1. Select System Administrator > Setup > Order Entry Addons.
  2. Click New.
  3. Specify an addon number and a description.
  4. Specify the General Ledger account code in the GL # field. You can use the same account for all addons.

    If you create EHFs, we recommend that you create at least one EHF addon for each province or state that requires EHFs. Assign EHF addon their own general ledger account number.

  5. Specify Amount or Percent in the Addon Type field, and then specify an amount.
  6. Optionally, specify the minimum and maximum amounts to charge for the addon. Use these amounts when the addon is based on a percentage.
  7. Optionally, to make an order exempt from addons when the order value is greater than a certain amount, specify that amount in the Zero Level field. Select Any Zero Level from the Type field.
  8. Optionally, specify the EDI Codes from the ITA3 and ITA14 segments that are defined in the X12 Standards.
  9. Optionally, to create EHFs, select Environmental Handling Fee. Select a state or province.
  10. Optionally, select Freight to update the freight amounts on the sales order.
    Note: Select Freight in addition to specifying Addon #1 for freight in or Addon #2 for freight out, since the sales order could also contain addons of other freight types.
  11. Click Save.
    Note: If you creating EHFs, skip the following steps and use Product Environmental Handling Fees Setup to associate a product with an Addon #, to specify the amount of the EHF, and to specify the geographical location of the governmental entity requiring the fee.
  12. If your addon is taxable, set up a tax master record.
    • If the addon is taxable in the United States, select System Administrator > Setup > Sales Use Tax.
    • If the addon is taxable in Canada, select System Administrator > Setup > Sales Use Tax > Goods and Services Tax.
  13. Click New.
  14. Specify this information for a state tax:
    Type
    Select State.
    Group
    Select the group this tax record belongs to.
    State
    Specify the two-digit code of the state.
    Type of record Value required for State code
    US state Two-digit state abbreviation
    Canadian province CN
    Other international jurisdiction IT or the correct country code

    The Type and Group are always required. The other required fields are determined by the Type that is selected. For example, if you select State in the Type field, then the State field is also required. If you select Other, then all fields are required. In addition to the asterisk, a required field is enterable.

  15. Click Save.
  16. Select Addons, and then click Edit.
  17. In the grid, select the new addon.

    If you use SA Sales Use Tax Setup [State], select the appropriate tax group in the Tax Group column. If the addon is not taxable, select Non-Taxable. The value in the Taxability column value No.

    If you use SA Goods and Services Tax Setup [Province], select a value in Tax Group column. If the addon is not taxable, select Non Tax. Otherwise, select the appropriate tax group. The system-defined groups are:
    PST1&GST For goods-related PST and GST
    PST2&GST For service-related PST and GST
    PST1 For goods-related PST only; no GST
    PST2 For service-related PST only; no GST
    GST For GST only; no PST
  18. Click Save.
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