Misc Charges can be used to add additional charge lines to a quote. These charges can be assigned to a part and applied to the quote when that part or a BOM containing that part is added.

  • First you will need to add Misc Charge Types to your available Data Maintenance Tables.
    • Navigate to Admin » Config Settings » Config Settings.
    • In the Name field, search for extra_table_maint_classes.
    • Add MiscChargeType in the Value field.
  • Next you will need to set up your Misc Charge Types in your Data Maintenance Table.
    • Navigate to Admin » Maintenance » Data Maintenance. Search for MiscChargeType. Click on the link to manage Misc Charge Types.
    • Here you can define Misc Charges to be aggregated on a quote.
    • Click Add Record. You can enter the name of the new charge, as well as the PRCPart you would like to appear on the quote line.
  • Now you will need to assign the Misc Charge to the part.
    • Navigate to the part record.
    • In the left hand nav menu, click Maint+ and then click Charges.
    • Here you can add Misc Charges, give them a name, select a type, add any notes, and assign a fixed resale value or percent (of part cost).
  • Now your Misc Charge(s) will automatically add to quotes as new lines whenever you add this part or any BOM containing this part.

WANT TO KNOW MORE?

We want to help you take your company to the next level with Cetec ERP.

What would you like to do next?