Global surcharge list

This page allows you to create or modify a global surcharge.

Go to section

General

Surcharges Information

Tax information

Qualifying Activities

Dates

Location

Administration > Financial Settings > Global Surcharge

Adding and Modifying

To add

From the Global Surcharge List page, clicking Add New brings you to the Change Global Surcharge page, allowing you to create a new record.

To modify

From the Global Surcharge List page, clicking a Surcharge Name link displays the Change Global Surcharge page, allowing you to make any necessary changes.

On the Change Global Surcharge page, you will find the following input fields with the option to Save or Delete the record at the bottom of the page:

Name of Field	Type	Description
General
Surcharge Name	Text	Name of the global surcharge.
Charge	Dropdown list	Charge that the global surcharge is attached to, as selected from a predefined list.
G/L Account	Dropdown list	General ledger (GL) account where the global surcharge will be debited.
Retired?	Checkbox	Retired global surcharges are charges that are flagged not to show up in the returned list of surcharges. It is unchecked by default.
Surcharges Information
Surcharge Type	Dropdown list	The surcharge type, as selected from either Amount or Percentage. Note: If a charge is selected in the ‘Charge’ dropdown, the default value of the Surcharge Type dropdown is the charge type associated with the charge template.
Percent	Numeric	The surcharge percentage attached to the global surcharge. Required if Percentage is selected as Surcharge Type. Note: Up to 7 decimal digits (including decimal point) Active Net displays 2 decimal digits. If you enter more than 2 decimal digits, the percentage will be rounded to 2 decimal digits.
Amount	Numeric	The discount amount attached to the global surcharge. Required if Amount is selected as Surcharge Type. Note: Up to 7 decimal digits (including decimal point) Active Net displays 2 decimal digits. If you enter more than 2 decimal digits, the percentage will be rounded to 2 decimal digits.
Apply to Primary Fees Only	Check Box	An option to decide the percentage surcharge can be applied to the primary fee only, or all activity fees.
Prefill Condition	Dropdown list	Never The surcharge is displayed but not applied automatically. Users who have the Front desk: Registration – Override Global Surcharges permission can manually select the surcharge when enrolling customers at front desk. Always The global surcharge is always charged automatically, unless deselected by users with the Front desk: Registration – Override Global Surcharges permission. If Resident The surcharge is charged automatically if the customer is a resident. If Non-resident The surcharge is charged automatically if the customer is a non-resident. If Minor The surcharge is charged automatically if customer age satisfies the Administration > System Settings > Configuration – General > Regional Settings > Minor Age setting. If Senior The surcharge is charged automatically if customer age satisfies the Administration > System Settings > Configuration – General > Regional Settings > Senior Age setting. If Internet The surcharge is charged automatically if the transaction is made in the public site/CUI. If Member Selecting this option will display the Specific packages and Specific package categories list boxes. Then you can: Click the Add packages/Add package categories link to add packages/package categories to the list box. Click the Remove selected package(s)/Remove selected package categories link to remove packages/package categories from the list box. The global surcharge is applied automatically if the customer has a membership belongs to the specific packages or packages categories that you added in the list boxes. Note: Only the customers who have the membership marked as “Qualifies for if member fees” are eligible for the charge. If Non-member The surcharge is applied automatically if the customer does not have any membership package.
Discountable	Check Box	An option to define whether the surcharge is discountable.
Tax information
Taxable?	Checkbox	To select the taxes that apply to this fee, select this option.
Qualifying Activities
Activity	Listbox	Link to the Activity Search page where activities for which the global discount is valid can be selected. To remove an activity from the list, select the activity and then click the Remove button.
Activity Department	Listbox	Link to the Activity Department page where activities for which the global discount is valid can be selected. To remove an activity from the list, select the activity and then click the Remove button.
Activity Category	Listbox	Link to the Activity Category page where categories for which the global discount is valid can be selected. To remove an activity from the list, select the activity and then click the Remove button.
Activity Other Category	Listbox	Link to the Activity Other Category page where 'other categories' for which the global discount is valid can be selected. To remove an activity from the list, select the activity and then click the Remove button.
Activity Group Number	Numeric	The number of activities (outside of the activity where the multi-person discount is defined) whose enrollments contribute to the defining activity’s global discount. Customers registered in activities (other than the activity where the multi-person discount is defined) will only receive a global discount if their activity also has a multi-person discount attached. Note that the Activity Group Match Characters setting on the Registration Settings - Configuration page must be set at '0' for this feature to be enabled.
Any Activity?	Checkbox	If this option is selected, all activities will qualify for the discount. If this option is deselected, only the specified activities will qualify for the global discount.
Dates
Activation Date	Date	Date when the global discount will be in effect; entered in month, day, year format or by clicking the calendar icon and selecting a date from the pop-up calendar.
Expiration date	Date	Date when the global discount will no longer be in effect; entered in month, day, year format or by clicking the calendar icon and selecting a date from the pop-up calendar.