A new Level column has been added to the Surcharges tab in Surcharge Group Setup to allow surcharges to be nested, applying one surcharge on top of another. By default, new surcharges are assigned Level 1. To apply a surcharge on all Level 1 surcharges in the group, users must manually set the nested surcharge to Level 2.
Setup to Consider
- For a nested surcharge to apply, the surcharge must also be enabled on the Surcharges tab for the Service Code being billed.
- The rate for a nested surcharge is determined by the rate defined for that surcharge in Surcharge Setup.
Example
In the example below, the nested surcharge LA Franchise Fee (10%) was applied as a separate line item, calculated based on the invoice amount for the Fuel Surcharge 15%, surcharge.
Pathway: Setup > Services > Surcharge Group