Run the service charges program to apply service charges to past-due accounts and to invoices paid past the service charge date. When you use this window to apply charges, it calculates the service charge based on the parameters that you define, posts the charges to the appropriate accounts, and generates service charge invoices.
The Print Invoices program handles the actual printing of the service charge invoices. For more information on how to set up your system to print invoices, see the Printer System Overview.
To post service charges:
From the A/R menu, select Post Service Charges to display the Post Service Charges window.
In the Branch/Territory field, enter the branch, branches, or territories for which to apply service charges.
The system reviews any customer who has one of the designated branches identified as its home branch for potential service charges. This setting is determined on the Accessible Branches screen in Customer Maintenance. For more information, see Defining Customer Branch Override Capabilities.
In the Posting Date field, enter the date to post the service charges. The system populates this field with the month-end date for the previous month, but you can change it, if needed, including entering a variable date if you want to schedule the process.
In the Posting Branch field, enter the branch to which the service charge invoices post.
Do one of the following to determine to which customers to apply service charges:
To generate service charges for a specific customer, in the Customer field, enter that customer's name.
To apply post service charges to customers with a particular statement cycle, in the Statement Cycle field, enter a user-defined statement cycle code or select from a list of cycle codes.
To apply more than one type of statement cycle, in the Statement Cycle field, use the Multiple Items button to create a list of statement cycle codes, and then press Esc. The system populates the field with the word *Multi* to indicate that more than one cycle code has been selected.
Note: Statement cycle codes are defined by the
To post an individual service charge for each ship customer that has a past due balance, select the Post at Ship-To Level check box. To post a single service charge for the bill-to customer for the sum of all service charges for the bill-to customer's assigned ship-tos with past due balances, leave the Post at Ship-To Level check box deselected.
In the Print Flagarea, select one of the following options to determine how an invoice prints:
Batch Print - Makes the invoice eligible for the Print Invoices program to select for batch printing.
Detail Invoice Preview Report - Makes an invoice eligible for the Detailed Invoice Review Report.
No Print - Sets the service charge invoice not to print.
To increase the processing speed for posting service charges to past-due accounts, from the Options menu, select Thread Work Load to display the Maximum Thread Workload field.
We recommend not setting this for more processors than your machine has. For example, if you have four processors, set the workload to 4. The system should process four times faster than if this was set to 1.
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