Setup and master data

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

1. Define the basic rules in DEL-Notation Setup.
2. Maintain charges per item.
3. Create price lines for the charges you use.
4. Review translations and document display.
5. 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:

• Sales Price Calculation controls whether sales prices are determined through the relevant date field.
• Purchase Price Calculation controls whether purchase prices are determined through the relevant date field.

These two decisions directly affect how maintained charge prices are pulled into or updated on documents. Align in advance which date field should be decisive in each area.

Assign charges to items

Use the Item Charge Assignment page to assign the relevant charges to an item. The page maintains, among other things:

• the item
• the item unit
• the charge number
• the quantity type
• the charge quantity
• the charge unit
• the document display

This creates the business basis for showing charges on documents automatically or in a traceable way later on.

Maintain charge prices

Use the related Item Charge Prices page to maintain the pricing rules for a charge. Important fields include:

• starting date and optional ending date
• relation type
• relation to code
• price
• currency code
• calculation method
• update from warehouse shipment/receipt

If price changes should affect open sales or purchase documents, validate the business impact before applying them broadly.

Use cost view and translations

The Item Charge Costs page helps you review charge costs for an item based on date and quantity. In addition, translations can be maintained on the standard Item Charges page. Together, this supports a consistent business setup and clearer use on documents or in multilingual scenarios.

Operational access after setup

After the base configuration, users continue on different existing Business Central pages depending on the task:

1. Open DEL-Notation Setup when you need to review or adjust the pricing logic in sales or purchasing.
2. Open Item Card or Item List when you want to maintain charges from the item context.
3. Use Item Charge Assignment when you need to assign charges to an item or define the document display.
4. Move to Item Charge Prices when pricing rules must be maintained with time-based or business-specific differentiation.
5. Use Item Charge Costs when you need to understand the effect of date and quantity on charge costs.
6. Open Item Charges when translations or general charge master data must be maintained.

This means the operational navigation is already represented in the existing standard and extension pages of Business Central. No additional app landing page is required for daily work.

Step by step for first use

1. Define which date field drives price determination in sales and purchasing.
2. Enter the required charges per item with quantity, unit, and document display.
3. Maintain the matching price lines with validity period, relation, and calculation method.
4. Review translations and charge texts if documents are used in multiple languages.
5. Test the effect in a sales or purchase document before productive use.

Relevant fields and options

Best practices

• Define the pricing logic first and only then maintain charges and price lines.
• Use consistent units and quantity types so that charges are not applied twice or in the wrong context.
• Test price changes in a controlled scenario before updating open documents broadly.
• Align the document display with the business requirement before summing charges or showing them directly on lines in productive use.