Configure an Item Attribute Flat Charge as a Service Charge


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The Flat Charge Is a Service Charge checkbox determines how a flat-fee attribute is brought into Quantum when an eCommerce order is imported. •When the checkbox is selected, the flat fee is imported to the Purchase Order as a Special Pricing service charge. •When the checkbox is not selected, the flat fee remains associated with the item and appears under the item's Attributes section on the Purchase Order.



Alert: Note: This process was created in a test environment. The information selected is for training purposes only and will not match the data you will use in your company's system.

Tip: Purpose

Use this process when a flat-fee item attribute should be treated as a separate service charge on the Purchase Order.

1. Configure the Item Attribute

  1. Open Item Maintenance.
  2. Open the applicable item.
  3. Go to the Attributes tab.
  4. Select Add.
  5. Enter the attribute name. For this example, I used Setup Fee.
  6. Enter the attribute value. For this example, I used Standard.
  7. Enter the applicable amount in the Flat Charge field. For this example, I used $29.00.
  8. Check Flat Charge Is a Service Charge.
  9. Save the attribute.

2. Export the Updated Data to EQC

  1. Export the updated EQC data.
  2. When prompted to update EQC, select Yes.

3. Place an eCommerce Order

  1. Go to the applicable client and select the appropriate user.
  2. Add the configured item to the order.
  3. If a Field Required message appears, go to Properties.
  4. Select the applicable attribute value. For this example, I selected Standard – $29.00 Fee.
  5. Continue through Shipping and Checkout.

4. Order Confirmation Displays the Standard Extra Flat Fee

5. Import and Review the Order

  1. Go to eCommerce > View Internet Orders.
  2. Process the imported order.
  3. If prompted to copy information from a previous Purchase Order, clear any information you do not want copied and select OK.
  4. Create the Purchase Order and view.

6. Open the Purchase Order and go to the Item tab.

  1. Verify that the flat-fee attribute does not appear under the item's attributes.
  2. Go to the Special Pricing tab.

Tip: Expected Result

When Flat Charge Is a Service Charge is checked, the configured flat fee is imported to the Purchase Order as a Special Pricing service charge rather than as an item attribute.

For Reference

7. Note: If Flat Charge Is a Service Charge is unchecked, the $29.00 fee appears under the item's Attributes section on the Purchase Order instead of under Special Pricing.

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