Aptean Surcharges for Food and Beverage
by Aptean
Automate the calculation of surcharges and allowances on sales and purchase documents
In food and beverage distribution, costs for freight, special handling and more are often passed on to customers or absorbed from vendors. Managing these surcharges and allowances manually can be inconsistent and error-prone. Businesses need a reliable way to ensure that these additional charges are applied consistently based on customers, vendors, shipment methods or carriers—without relying on spreadsheets and manual review.
Streamline surcharge handling with Aptean Surcharges for Food & Beverage
The Aptean Surcharges for Food & Beverage extension for Microsoft Dynamics 365 Business Central provides automated handling of sales and purchase surcharges at the document level. Configurable surcharge and allowance rules ensure that additional costs and/or deductions are applied automatically to sales and purchase documents, either upon release or by user action. The extension guarantees that surcharges—whether based on flat amounts or weight-based calculations—are consistently calculated, posted and visible in your order process. This reduces manual errors, improves cost recovery and streamlines billing with customers and vendors.
Key Features
- Configurable surcharge setup – Enable sales and/or purchase surcharges with flexible options for when calculations occur (on release or manually).
- Business group assignments – Group customers or vendors into surcharge groups for simplified rule management.
- Customer and vendor assignment – Apply surcharges by individual customer/vendor, ship-to/order addresses or across entire groups.
- Flexible calculation methods – Define surcharges as flat rates or by weight.
- Support for item charges and G/L accounts – Define surcharges as either item charges (with assignment across document lines) or direct postings to G/L accounts.
- Posting logic alignment – Recalculate surcharges at invoice posting to reflect actual invoiced quantities and amounts.
- Bypass option – Temporarily disable surcharge calculation on specific documents when exceptions apply.
Pricing
Aptean Surcharges for Food & Beverage is free to use for the first 30 days. A paid subscription is required after the trial expires. Please contact us for more information on pricing.
Supported Editions
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central (which must be installed in advance).
Supported Countries
Australia, Canada, Denmark, France, Germany, Indonesia, Ireland, Malaysia, the Netherlands, New Zealand, the Philippines, Singapore, Spain, the United Kingdom, and the United States.
Supported Languages
Danish, Dutch, English, French, German, and Spanish.