Fees Setup
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Overview of AR08
A/R Fee Setup is used to set up fees for orders. The fees are applied to orders in the Order Entry program.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Setup
- Double-click Fees Setup. You will see this screen:
To add a fee, click the Add button on the toolbar. The fields enable for data entry:
The following fields are available on this screen:
Field | Description |
---|---|
Fee Code | Enter the code you wish to use for this fee |
Description | Enter the description for this fee |
Transaction type | Enter the transaction type that should generate this fee. You can type the transaction type code or click the list icon to select from a list of active transaction types in the system |
Fee amount | Enter the fee amount |
Effective date | If applicable, enter the date that the fee becomes effective. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Termination date | If the fee is no longer applicable after a certain date, enter that date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Order types | Enter the order types that this fee is applicable for. You can type the order type code or codes, separated by commas, or click the list icon to select from a list of active order types in the system |
Always add to each order | If the fee is to be added automatically to orders of the specified type(s) and source code(s), select this option |
Order source codes | If the fee should apply to specific order sources, enter the code or codes, separated by commas, or click the list icon to select from a list of active order source codes in the system |
User can add this fee | If your organization's users have the option of adding this fee to orders, select this option |
Payment methods | To set the payment methods subject to this fee, type the code or codes, separated by commas, or click the list icon to select from a list of active payment method codes in the system |
User can waive this fee | If your organization's users have the option of waiving this fee, select this option |
When you have finished entering the information, click Save to retain your changes.