Harvest - Surcharge Management for Food

Food manufacturers often need to apply additional charges based on the order, item, customer, location, or shipping details. Harvest - Surcharge Management for Food helps automate that process by evaluating active surcharge rules for sales orders and invoices, then applying the correct surcharge as a G/L line or item charge based on priority, effective dates, calculation method, and frequency. Surcharges can be calculated manually, on release, or during posting to reduce missed charges and improve consistency.

Key Features

Item and Document Surcharges: Apply surcharges at the full document level or against qualifying item lines.

Flexible Calculation Methods: Use flat-rate, percent-of-sales, or weight-based calculations to support different surcharge programs.

Priority-Based Rules and Criteria: Control when surcharges apply using priority, effective dates, customers, customer groups, ship-to, locations, shipping methods, shipping agents, item categories, surcharge groups, or specific items.

Posting Options: Post surcharges to a G/L account or as an item charge, with standard allocation methods such as weight, amount, volume, or equal distribution.

Calculation Timing and Frequency: Calculate surcharges manually, on document release, or during posting, and choose whether charges apply once per document or on each invoice.

Surcharge Visibility and Controls: Show surcharge lines separately or include them in the unit price, link surcharge lines to source lines, and exclude selected lines from surcharge calculations.

How It Works

The app starts with active surcharge setup, including numbering, effective dates, calculation behavior, and rule criteria. When a sales order or sales invoice is calculated, released, or posted, Harvest - Surcharge Management for Food evaluates the applicable surcharge rules in priority order. Depending on the rule, it applies a document-level or item-level surcharge, calculates the amount using the configured flat-rate, percent-of-sale, or weight-based method, and creates the related G/L or item charge line. For partial shipments and invoices, the app follows the configured frequency so surcharges can be applied once per document or on each invoice.

Why It Matters

• Reduces manual calculation and entry of freight, customs, handling, and other recurring charges.
• Helps ensure surcharge policies are applied consistently across orders and invoices.
• Reduces the risk of missed or incorrectly posted surcharges.
• Supports flexible charge programs by customer, location, shipping, or item criteria.
• Improves visibility and auditability of surcharge calculations, allocations, and reversals.

Typical Use Cases

• Applying freight or handling charges automatically on sales orders.
• Charging customs or import fees based on document or item rules.
• Applying weight-based surcharges for heavy or freight-sensitive orders.

Industries served