Assigning add-on charges to items (BL/DST)

You can assign add-on charges to an item to apply the add-on charges automatically in the Billing application when you order or invoice an item.

  1. Access Item Add-Ons (BL10.1).
  2. Specify the item number to assign the add-on charge.
    If you leave the Customer field blank but specified an item, then the item is assessed as an add-on charge if ordered by the customer.
  3. In the State or Province field, specify where the add-on charge is valid.

    If you specify a state or province and the item in the Item field is ordered or invoiced by a customer whose ship-to or bill-to address used on the order is in the state or province specified here, then you can use the Billing application to automatically assess the add-on charge. If you leave the State or Province field blank when defining the item add-on charge, then the add-on charge is assessed each time the item is ordered or invoiced, regardless of the state or province of the customer.

  4. In the Customer field, specify the customer for which the add-on charge is valid. When an item is ordered by a customer who is identified for an add-on charge, the charge is assessed automatically.
    Note: You can specify one of these options: a state, a province, or a customer.
  5. To assign to the item, specify the add-on charge. The add-on charge is assessed automatically when the item is ordered or invoiced.
  6. Click Add.