SA Order Entry Addon Setup - General field descriptions
General
- Addon #
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Specify an addon number. Addon #1 is reserved for Freight In, and Addon #2 is reserved for Freight Out. Addons 91-99 are reserved for Service Repair Order (SRO) addons.
- Addon Type
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Indicate how to treat the value specified in the Amount field. Specify whether to charge an Amount or Percent each time this addon is attached to an order.
- Amount
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Specify an amount for the addon. Specify how to treat the addon amount, either as an Amount or Percent, in the Addon Type field.
If you are setting up a fixed amount gift card, specify the amount of the card. This amount is the default value of the card in Sales Order Entry when the customer purchases this gift card.
Leave the Amount as 0.00 if the gift card amount is variable and is to be specified by the operator in Sales Order Entry when the customer selects the desired value of the card.
If you selected Allow Return to Create Gift Card in SA Administrator Options-Documents-Sales Orders-Approval Process, you must set up an OE addon that is variable, or with a 0.00 Amount. This allows the exact amount of the return to be refunded to the customer on a gift card.
- Description
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Specify a description for the addon.
- EDI Codes
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Optional. If you use Electronic Data Interchange (EDI), specify the EDI Codes from the ITA3 and ITA14 segments as defined in the X12 Standards.
- Environmental Handling Fee
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Optional. If you are creating environmental handling fees (EHF), select this option and then specify the province or state.
- Freight
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To identify that an addon amount is for freight and update the freight amounts on the sales order, select this option. This option should be selected 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.
- Freight
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To identify that an addon amount is for freight, select this option. This option should be selected 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.
- Gift Card
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Select this option if you are setting up an OE addon record for a gift card.
- Gift Card Payment Type
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When you select the Gift Card option, you must select the SA Table Code Value Setup-Payment Type record that was set up for the gift card. The GL account associated with the payment type record is defaulted in the GL # field. Also, the Addon Type is automatically set as Amount and cannot be changed.
- GL #
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Specify the General Ledger account code for the addon. The account must exist in GL Account Setup.
Note: You can use the same account for all addons. However, if you are creating environmental handling fees, we recommend you create at least one EHF addon for each province or state requiring environmental handling fees, assigning each their own general ledger account number.If this is a gift card, the GL liability account code associated with the payment type is defaulted from the SA Table Code Value Setup-Payment Type record you specify in the Gift Card Payment Type field.
- Minimum Charge / Maximum Charge
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Optional. Specify a minimum charge and maximum charge for the addon. Use these when the addon is based on a percentage and you have a minimum amount you want to charge.
- Province or State
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Optional. When you select Environmental Handling Fee, the Province/State field is displayed. Select the appropriate state or province. The label for the geographical field is based on the tax method selected in SA Company Setup-Taxes. For example, Province is used if Goods and Services (GST) is selected.
- Type
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The Type field determines how to apply addon charges when there is an original sales order and one or more backorders. Your options include blank, Current, or Any Zero Level. How the type is applied also depends upon what you specify for the Zero Level field.
If you specify an amount in the Zero Level field, and want to calculate the addon and apply it to the original order only, leave the default blank. The addon amount is only applied to the originating suffix. It is not carried to any backorders. This treats the addon as a one-time charge.
To apply the addon to only the current order and suffix, select Current. Current treats each order and suffix combination like a separate order when determining if the addon should be charged. The addon amount applies to both the originating order and the backorder, treating the addon as a charge per suffix.
To make an order exempt from addons when the order value is greater than a certain amount, select Any Zero Level in this field and specify that amount in the Zero Level field. All suffixes are checked, and if any one suffix meets the zero level, all of the suffixes for the order are exempt from the addon. If the order value does not exceed the Zero Level field, the addon is applied in the same manner as for a blank zero level Type.
If you do not specify a Zero Level amount, the addon Type still applies:
- If you select blank or Any Zero Level and the addon is an amount, not percent, the addon is applied to the originating order (-00 suffix) only.
- If you select Current, and the addon is an amount, not percent, the addon amount is carried to any backorders.
- If you select blank, Any Zero Level, or Current, and the addon is a percent, the addon percentage is carried to each suffix. In this case, the customer is paying an addon charge based on each suffix total.
- Zero Level
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Because passing incentives to your customer may result in larger orders, the Zero Level field can be used to designate an amount that would trigger the system to waive the addon. If a sales order amount is equal to or greater than the amount in the Zero Level field, the addon is not applied. This field works in conjunction with the zero level Type field that determines whether the original order (-00) and the suffixes are considered when determining whether to apply the addon.
To make an order exempt from addons when the order value is greater than a certain amount, specify that amount in this field and select Any Zero Level in the Type field.
This waiver overrides the Freight In/Out Requirement set in Customer Setup.
User Fields
See Custom overviews and user-defined fields.
You can set up EHF-related user-defined fields in SA Administrator Options-System.