Material Surcharges Management on Product Documentation

Overview

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Material Surcharges Management extends Business Central with structured maintenance of charges and charge prices. It helps you assign charges to items clearly, maintain prices by period, and use that information reliably in sales and purchasing.

Audience

This documentation is aimed at users in sales, purchasing, item master data maintenance, and key users who manage charges, pricing rules, and their presentation on documents.

Business value

Charges are maintained per item, quantity type, and unit in a traceable way.
Charge price rules can be managed by effective date and different relation types.
Changes to charge prices can flow into open sales and purchase documents.
The solution extends existing item, sales, and purchase processes instead of introducing a separate process area.

How you work with Material Surcharges Management

Charge assignment on the item

At item level, you define which charges are relevant for an item. You maintain the item number, item and charge unit, quantity type, and the desired document display. This keeps it clear which charge applies in which business context.

Setup and master data

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

Before you use charges productively, set up Material Surcharges Management and maintain the required master data. This includes the rules for price determination in sales and purchasing as well as the assignment of charges to items and units.

Prerequisites

Material Surcharges Management is installed in Business Central.
You have access to the DEL-Notation Setup page.
The required items, units, and item charges already exist in the standard system.
It is clear from a business perspective which charges are used in sales, purchasing, or both.

Recommended sequence

Define the basic rules in DEL-Notation Setup.
Maintain charges per item.
Create price lines for the charges you use.
Review translations and document display.
Test the business behavior on sales and purchase documents.

Setup building blocks

DEL-Notation Setup

The setup defines the basic pricing logic for Material Surcharges Management. At the moment, two central fields are available:

FAQ

Mon, 01 Jan 0001 00:00:00 +0000

FAQ Where should I start if I do not know Material Surcharges Management yet? Start with the overview and then move to setup before you use charges productively. +

If you are using Material Surcharges Management for the first time, start with the Overview. It explains the purpose of the solution and the work areas involved. Then continue with Setup and master data to define price determination and prepare charges correctly.

FAQ Why is no charge shown for an item? In most cases, the charge assignment is missing or the maintained unit or quantity type does not fit the transaction. +

First review the Item Charge Assignment page. A charge can only apply correctly when item, charge, quantity type, unit, and display logic fit together in the business context. The setup basis for this is described on the Setup and master data page.

FAQ Why are charge prices on open documents not updated as expected? The most common cause is the pricing logic, the relevant date fields, or the business context of the document. +

Material Surcharges Management reacts to changes on sales and purchase documents as well as to relevant date fields. If the expected price does not appear, first check the Sales Price Calculation and Purchase Price Calculation settings together with the business-relevant date fields on the affected document. Also make sure that a matching price line exists at all for the combination of charge, relation, and period.

FAQ What controls how charges are shown on documents? Document display is maintained in the charge assignment and must fit the intended business output. +

The Display on Documents setting controls how a charge is handled in the document context. If charges appear differently on documents than expected, first review this setting and then the document output that is used. In particular, summarized charges require the output to be aligned with that business logic.

FAQ What is Item Charge Costs used for? The page helps review charge costs for item, date, and quantity before you use prices productively. +

Item Charge Costs is mainly useful for business review. It shows how charges affect costs depending on item, date, and quantity. Use this view especially when you want to validate pricing rules or understand which additional costs are considered before applying a change productively.

FAQ Why are translations or understandable charge texts missing? Language-dependent labels are not generated automatically from the charge logic and must be maintained deliberately. +

If charges are unclear in multilingual documents or views, review the maintenance on the Item Charges page and the available translation entry there. Material Surcharges Management extends the business charge logic, but it does not replace the deliberate maintenance of language-dependent texts. For a consistent end-user output, translations and document display should always be reviewed together.