Surcharge Rules Concepts

Each rule determines when Maconomy automatically applies surcharges for spent goods, such as office supplies. Maconomy applies surcharges to budgeted amounts as well as actual job costs.

You can apply surcharges to jobs or to customers. If you apply a surcharge rule to a customer, it is automatically applied to all of the jobs associated with the customer.

For each job surcharge rule, you can define a set of criteria that determine when Maconomy is to automatically create surcharges for consumable goods such as paper, pens, and so on.

Maconomy creates surcharges when you budget on jobs and post job-cost-related journals. By assigning a job surcharge rule to a customer in workspaces under the Accounts Receivable menu section, you can ensure that the same surcharge rule applies to all jobs that you create for the same customer.

A job surcharge rule calculates one or more surcharges that are either added as the last line or lines on the job invoice or added to the line or lines that derive the job surcharge. Maconomy calculates the surcharge as a percentage of the activities that you enter.

In the table of this workspace, you can define a number of ranges of activity numbers, employees, and dimension values. If you assigned a job surcharge rule to a job, and the entry of an activity in the job budget falls within the ranges that you defined on one of the lines in the surcharge rule in question, Maconomy calculates a job surcharge that is displayed on a new line. At posting, a surcharge appears as an extra job entry. Maconomy retrieves the dimension values on the extra entry from the dimension derivation fields on the surcharge rule line that was activated at the entry of the job budget line.

If you do not specify a derived activity number or derived dimension values, Maconomy adds the job surcharge to the job entry that activates the rule.

Note that Maconomy only displays the surcharge in the G/L module if the value of the Capitalization Method job parameter attribute in the Revenue Recognition job parameter type for the job in question is At Billing Price, because the cost of a job entry that Maconomy creates from a surcharge line is 0. For more information about capitalization methods, see the description of the Capitalization Method job parameter attribute in the Job Parameters workspace.