Overview

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.

Charge prices and pricing logic

For each charge, you maintain price lines with starting date, optional ending date, relation type, relation value, currency, and calculation method. This allows charges to be controlled not only as fixed values, but also by period and business relation.

Support for sales and purchasing

The extension applies the maintained rules in sales and purchase documents. In setup, you define separately how price determination is controlled by date information in sales and purchasing.

Daily orientation

You do not need a separate navigation area for daily work. Instead, you continue on the existing Business Central pages where items, charges, and documents are already maintained.

Operational entry points in Business Central

These entry points are the most relevant for daily work with Material Surcharges Management:

• Item Card for charge assignment and direct access to item-related maintenance.
• Item List for the fast handling of multiple items from a list view.
• Item Charge Assignment as the central page for assignment, quantity, unit, and document display.
• Item Charge Prices for maintaining time-based and relation-based charge prices.
• Item Charge Costs for the business review of charge costs by date and quantity.
• DEL-Notation Setup for the base logic of price calculation in sales and purchasing.
• Item Charges for translations and the central maintenance of charge-related master data.

Together, these pages form the operational entry into Material Surcharges Management. Users switch between master data maintenance, pricing logic, and document context depending on the task, without needing a separate app navigation area.

Typical first-time workflow

1. Review setup to define how price determination should work in sales and purchasing.
2. Assign the required charges to an item.
3. Maintain the related charge prices with the correct validity period.
4. Check document display and test the outcome in a sample scenario.

Outcome

• You understand what Material Surcharges Management is used for in daily work.
• You know the main business areas: setup, master data, charge assignment, charge prices, and the entry points in Business Central.
• You have a clear starting point for the pages on setup, master data, and common questions.