Fees Setup

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Termination date	If the fee is no longer applicable after a certain date, enter that date here.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.