Overview

NorthScope allows users to add, edit, or remove premium programs to be used on delivery tickets. Premium programs are used as a way to pay additional amounts (premiums) to a fisherman. These are most often used to pay additional money for fishermen that brought their deliveries all the way to the dock, or that took additional steps to refrigerate the catch. Premium programs are manually added to delivery tickets from the multi-select premium combo box on the Home tab of the delivery ticket. If a premium is manually selected for a delivery ticket, it is automatically added to all of the ticket line items.

Once the premium has been added to the delivery ticket, the rate can be manually edited.

Prerequisites

Required NorthScope Prerequisites

- Account Setup
- UOM Setup
- Program Classes

Optional Host System Prerequisites

- Tax & Premium Class

Step 1: Adding a new Premium Program

From NorthScope, expand the Purchasing module on the navigation menu and select “Taxes & Premiums” to open the Taxes & Premiums List View
Click the “New” icon in the header and select “Premium” to open a blank Premium Program Record View.

When the Premium Program Record View is opened to add a new record, only the base properties on the Properties tab are open for edit. Once the base properties have been entered and saved, the remaining properties will be open for edit and all tabs will be visible.

Step 2: Assigning the Base Premium Program Properties

Until the base properties have been assigned, the new premium program cannot be added. Enter the following required base premium properties.

Click here to view the premiums properties tab help page for more information.

Calculated On
- Hint: This is how the rate is applied
- % Amount: Select this method if the premium is a % of the amount
- Delivered Weight: Select this method if the premium is calculated from the Delivered Weight
- Fixed Amount: Select this method if the premium is a predetermined amount independent of the delivery
- Net Weight: Select this method if the premium is calculated from the Net Weight (Delivered Weight * Weight Modifier)
Class
Debit Account
- Select the GL account for the debit entry of the premium.
- This is a required field.
Description
Program ID
- This value must be unique by program 'Type' - meaning that no two premiums may have the same Program ID.
- Note: The program ID should be an alpha code to help you quickly identify the premium
Rate
- This is the price of the premium. If the premium is $0.05/lb, then enter 0.05. This rate defaults on the ticket, but can be overwritten.
Start Date
- This date determines when the premium program begins and is available to be applied on delivery tickets.
Type
- Note: This field defaults and cannot be edited.

Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the premium program will be saved and all remaining properties will be visible and available for edit. Clicking Save will also update the header information with the Program ID and Description in the Program field and "Premium" in the Type field. These fields auto-populate after clicking Save and cannot be edited.

Step 3: Assigning the Remaining Premium Program Properties

When the premium program has been successfully saved for the first time, the remaining properties can be completed while the Program ID, Type, and Calculated On fields become uneditable.