How To : Set up Job Surcharges
Job Surcharges are set in 2 steps. First define the Surcharge Codes. Next combine the Surcharge Codes in Surcharge Models which can be applied to Job Budget Lines and Job Ledger Entries.
Surcharge Codes:
- Type Surcharge Codes in the Search Box
- Select ../Departments/Advanced Job Management/Administration/Surcharge Codes
| Field | Explanation |
|---|---|
| Code | Identifies the Surcharge Code |
| Description | Describes the Surcharge Code |
| Job Cost Type Code | Select the Job Cost Type Code to which the Surcharge should be applied |
| Surcharge Account | Select the G/L Account to which the Surcharge should be posted |
Surcharge Models:
- Type Surcharge Models in the Search Box
- Select ../Departments/Advanced Job Management/Administration/Surcharge Models
- From the Surcharge Models list select a Surcharge Model to Edit, or click New to create a new surcharge model
| Field | Explanation |
|---|---|
| General | |
| Code | Identifies the Surcharge Model |
| Description | Describes the Surcharge Model |
| Status | Open or Released: Only Open Surcharge Models can be edited. Only Released Surcharge Models will be used in calculations |
| Creation Date Last Date Modified | The program sets the dates when the Surcharge Model is created and when the Surcharge Model was last modified |
| Application Method | Amounts & Percentages: When applied the individual Surcharge Model lines are inserted Subtotals: When applied only the Subtotal lines are inserted |
| Lines | |
| Line No. | The number will set the calculation sequence in the model |
| Surcharge Code | Select the code the the Surcharge Codes list. Selecting will also copy the Description and the Job Cost Type Code |
| Description | Defaults to the Surcharge Code Description but can be updated. |
| Type | Fixed Amount: Will define the Value field as a Fixed Amount. Percentage: Will define the Value field as a Percentage. Subtotal: Requires the Line No. Filter to be specified |
| Line No. Filter | When the Type is Subtotal, specify the line numbers to be summed as a filter |
| Value | When the Type is Fixed Amount the amount of the surcharge, when Percentage the percentage to be applied as a surcharge. In both cases a new Job Budget Line will be created with either the Fixed Amount or the amount calculated as a Percentage from the related line. Only lines of the type percentage can be posted to the G/L. Fixed amounts are for calculation only. |
| % | Will be set to % when the Type is Percentage |
| Job Cost Type Code | When the Type is Subtotal, specify the line numbers to be summed as a filter |
| Post to G/L | When checked Surcharges will be applied to Job Ledger Entries and posted to the G/L Account as specified in the Surcharge Code. |
Surcharge Model Codes are set as follows:
- Base Template: The Surcharge Model code will be copied to the Job when the Base Template is applied. When Force Code to Tasks is checked the Surcharge Model code will be copied to the Job Tasks as well and override the settings in the Master Template.
- Master Template: The Surcharge Model code can be specified on the Job Task line of the type Posting
- Job: The Surcharge Model Code is specified on the Planning & Budgeting fast tab of the Job.
- Job Tasks: The Surcharge Model Code is specified on the Job Task Line
Surcharge Models are applied as follows:
Job Budget Line: In the Job Task Budget page click the Apply Surcharge Model action in the ribbon to apply the Surcharge Model to the budget lines. Depending on the settings in the Surcharge Model additional lines of the type Surcharge will be inserted
Job Ledger Entry: Additional "Usage" entries will be created at posting time and as per the settings in the Surcharge Model.