Field

Description/Activity

Search Criteria

Code

Enter the code of the surcharge to be searched.

Description

Enter the description of the surcharge to be searched.

Search Results

Code

Displays the code of the surcharge searched.

Description

Displays the description of the surcharge searched.

Amount Type

Indicator whether the surcharge is calculated as percentage of the transaction amount or as a fixed amount.

Amount

Displays the amount of surcharge (fixed amount or percentage).

Subsidiary

Displays the Subsidiary of the Surcharge searched.(If Subsidiary is enabled)

Field

Description/Activity

Code

Enter the code of the surcharge. A unique code of maximum 20 alphanumeric characters can be entered.

Description

Enter the description of the surcharge. A description of maximum 100 alphanumeric characters can be entered.

Subsidiary

Select a Subsidiary to which the Surcharge belongs from the list of Subsidiaries. Click [...] to open the Subsidiary Search screen and select the Subsidiary.

This field is available if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.

Amount Type

Select if the user wants to specify the surcharge as a percentage of the transaction amount or as a fixed amount.

By default the type selected is ‘Amount’.

Amount

Enter the amount of surcharge (fixed amount or percentage) as per the Amount Type specified.

Discountable

Select this option if discounts can be given on the surcharge at the POS.

Refundable

Select this option if the surcharges will be refunded able.  If not checked, the sale refund transaction will not include the surcharge amount.

Taxable

Select this option to allow tax on the surcharge amount.

Surcharge setup for Payment Types cannot have Taxable flag enabled.

Sale Tax Code

Select a code from the list of tax codes available. Click … to open the Tax Code Search screen and select the code. This will be the default sales tax code for all transactions.  Sales tax codes set for individual customers in the customer master will supersede this tax code.

Separate tax codes for purchase and sales are required for countries like Australia and UK where input and output taxes are used. For other countries, the same tax code can be specified for both purchase and sale.

Purchase Tax Code

Select a code from the list of tax codes available. Click … to open the Tax Code Search screen and select the code.

Load on Item Cost

Check this flag in case the surcharge being created is to be added onto the item cost while calculating the weighted average price of an item.

Use as Payment Discount Surcharge while Refunds

Check this flag in case the specified surcharge is to be used while doing the reversal of the discount applied through the payment discount setup.

[Ok]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.