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

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

Follow these steps to assign an add-on charge to an item:

  1. Access Item Add-Ons (BL10.1).
  2. Specify which item number you want to assign the add-on charge.
    If you leave the Customer field blank but specified an item, then the item is assessed an add-on charge no matter which customer orders it.
  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 (whichever address is used on the order) is in the state or province specified here, then the Billing application automatically assesses 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 will be assessed each time the item is ordered or invoiced, regardless of what state or province the customer resides in.

  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 a state/province or a customer, but not both.
  5. Specify the add-on charge to assign to the item. The add-on charge is assessed automatically when the item is ordered or invoiced.
  6. Click Add.