Option 1: Maintaining contract sales-based charges or contract sales-based sliding scale charges

  1. Access Customer Contract Charges (FR15.1).
  2. Select the company, customer, ship to number, and contract number for the contract that you want to maintain the charges.
  3. Select the Inquire form action.
  4. Select Sales on the line where the charge displays to open Sales Based Charge (FR15.2).
    Note: You can select the Accounts tab to define the accounts associated with this charge.
  5. To define charges that represent a percentage of sales-based on a fixed percentage, use these guidelines to specify the field values on the Main tab:
    Minimum Amount

    Optional. Specify the minimum amount of the sales-based charge.

    Maximum Amount

    Optional. Specify the maximum amount of the sales-based charge.

    Percent of Sales

    Optional. Specify the base percentage of sales for a sales-based charge.

    Note: You can override this value by defining a sliding-scale percentage.
    Base Amount

    Optional. Specify the base amount to be posted to the general ledger.

    Select the Change form action.

    Note: If a sliding scale exists, an * is displayed next to Sliding Scale on FR15.2.

    To define charges that represent a percentage of sales-based on a sliding scale, select Sliding Scale to open Sales Based Sliding Scale (FR15.3). Use this subform to change the sliding scale information.

    Use these guidelines to specify the field values:

    Scale Option

    Optional. Select how to compute the charge, based on the sliding scale.

    Note: For an explanation of the scale option formulas, see the form help for Standard Sales Based Sliding Scale (FR05.2).
    Upper Limit

    Optional. Specify the amount of the revenue for this level (step) of the sliding scale.

    Charge Pct

    Optional. Specify the percentage of sales associated with this level (step) of the sliding scale.

    Click OK.