Acumatica Surcharge Customization

Thank you for sharing this with the community ​@ChrisElliot06!

​@ChrisElliot06 - this could be very helpful to us, does it take into account the different regulations by state and determine what the maximum allowed amount is? Such as in Connecticut a surcharge is illegal, would this enhancement determine that and not charge the customer a surcharge if the ship to were in Connecticut?

​@cihainu It uses Zip code from the customer address to determine the state of the customer and does not calculate surcharge if it’s not allowed. It also checks the card type based on the first 6 digits of the card number and does not add surcharge to the cards where it’s not allowed (e.g. debit cards).

The link for the SP1 version isn’t working.

​@tmartin  updated the link

​@Dmitrii Naumov Do you know if this customization package will be required for 2025 R2 or will it be in the base software?  If so, how soon after the 2025 R2 release will this be available?

​@AndreaGrover35 a customization package is still required for 25r2

​@ChrisElliot06 do you know a timeline for the surcharge customization release for 25r2?

Hi,

Trying to prepare for an upgrade, the 25R1 file won’t upload to the existing 24R1 instance, but the 25R1SP1 will. Does that make a difference if the upgrade is planned for 25.101.0153.3?

​@tonym68 for 25.101.0153.3 please use the 25R1SP1 version. 

Would this be able to be utilized towards a “Tariff” surcharge on parts too or is it just for Credit Card Payments? 

​@cramesh00 just credit card surcharge

​@Dmitrii Naumov how do customers get the surcharge to reflect on the invoices?

​@schott61 it is not reflected on the invoice, it’s only reflected on the payment. If you send the Payment receipts, it is reflected there.

​@Dmitrii Naumov is it possible to get it reflected on the invoice in report designer?

​@schott61 Yes, if you include the payment information in the Invoice report. 

See more here: 

​@Dmitrii Naumov thank you!

Is the Acumatica Surcharge Customization applicable only in the USA, or does it work in Canada, too?

Hi ​@Tfahey14 -

Surcharge is only supported for US merchants today.

We do not offer surcharge for Canadian merchants as there are different rules for compliance. 

Any additional context about your personal use case you can share? I will be sure to review the feedback with the product team.

Thank you

​@Dmitrii Naumov , ​@ChrisElliot06 , ​@NickMasters13 

Is the customization still necessary for 26R1, and is it Modern UI compatible?

​@Tony Lanzer the customization is not needed for 26r1. It’s available out of the box there.

Hi ​@Dmitrii Naumov !  Hope you are doing well. I know the 26R1 surcharge is now out of the box. Is there anything we need to update when upgrading from 25R2 to 26R1? 

Please advise. Thanks!

​@amy81 after the upgrade please verify the settings (the Surcharge fee item). Everything else should be automatic.