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.