SA Order Entry Addon Setup field descriptions

Fields are presented in alphabetical order within each section.

Order Entry Addons grid

Addon Amount: The amount to add on.
Addon Maximum: The maximum amount that can be charged for the addon.
Addon Minimum: the minimum amount to be charged for the addon.
Addon Type: Indicates whether the addon amount is applied as a percent or a net value.
Addon Zero Level: The sales order value that waives the addon amount charge.
Addon EDI Code: The EDI code from the ITA3 and ITA14 segments as defined in the X12 Standards.
Description: The addon description.
Environmental Handling Fee: If selected, indicates that the addon is an environmental handling fees (EHF).
Freight: If selected, indicates that the addon amount is for freight. 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.
GL #: Displays the General Ledger account associated with the addon.
ID: Displays the addon number.
State/Province: For environmental handling fee (EHF) addons, displays the state or province associated with the fee.

General

Addon #

Specify an addon number. These addon numbers are reserved:

Addon 1 is reserved for freight in.
Addon 2 is reserved for freight out.
Addons 91-99 are Service Repair Order (SRO) addons.

Addon Type

Indicate if the value in the Amount field is an amount or percentage.

Amount

Specify an amount for the addon. The Addon Type determines whether the amount is a monetary amount or a percentage.

Description

Specify a description for the addon.

EDI Codes

Optionally, specify the EDI Codes from the ITA3 and ITA14 segments as defined in the X12 Standards.

Environmental Handling Fee

To create an environmental handling fees (EHF), select this option and then specify the province/state.

Freight

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.

GL #

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. If you are creating environmental handling fees, we recommend that you create at least one EHF addon for each province or state that requires environmental handling fees and assign each their own general ledger account number.

Maximum Charge

Optionally, specify a maximum charge for the addon. Use this field when the addon is based on a percentage.

Minimum Charge

Optionally, specify a minimum charge for the addon. Use this field when the addon is based on a percentage.

State or Province

If you select Environmental Handling Fee, select the state or province associated with the fee.

Note: The label for the 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

Determines how to apply addon charges to an original sales order with backorders. How the type is applied depends on the Zero Level field.

This table show how the type is applied if you specify a value in the Zero Level field.


Type	Result
Blank	Applies the addon to the original order only as a one-time charge.
Current	Applies the addon to the original order and backorders. The addon is a charge per suffix.
Any Zero Level	All suffixes are compared to the Zero Level amount. If one suffix meets the zero level, if

Indicates 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:

You want to calculate the addon and apply it to the original order only (the '-00' suffix), 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.

You want to have the addon applied 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.

You want 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

Use the Zero Level field to designate an amount that causes the system to waive the addon. If a sales order amount is equal to or greater than the Zero Level amount, the addon is not applied. This field works in conjunction with the Zero Level value for the Type field .

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 and freight out requirements 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.