Surcharge Calculation Enhancements

IG OnDemand has been enhanced to support surcharge calculation. This is applicable only for DataCap credit card transactions.

With this enhancement:

Surcharge percentage is configurable.
Surcharge is calculated during tender.
Tax can be applied to the surcharge when enabled.
Surcharge is calculated for applicable items.
The surcharge percentage is applied based on the following priority:
- Tender configuration
- Store configuration
- Enterprise configuration
If the percentage is zero in gratuity configuration, store configuration is used. If the percentage is not configured at the store level, enterprise configuration is used.

A new field, Surcharge Percentage, has been added to the Miscellaneous section of the Basic Details submenu in Enterprise menu and to the Other Configuration submenu in Store menu.
A new drop-down list, Blended Tax, has been added to the Properties submenu in the Tender menu. This field will be displayed only if an open gratuity is mapped to the tender. The Blended Tax drop-down list has the following options:
- None - Tax is not applied for surcharge
- Inclusive Blended Tax Calculation - (item cost + item tax) / (check subtotal+ check tax)
- Exclusive Blended Tax Calculation - (item cost) / (check subtotal)
A new terminal option, Terminal Option 1396 (Apply taxes for surcharge), has been introduced to enable tax application on surcharge.
- Enabled - Tax will be calculated for surcharge.
- Disabled - Tax will not be calculated for surcharge. By default, it is disabled.

Perform the following steps to configure surcharge at store or enterprise level:

If a surcharge is configured in both Store and Enterprise menus, surcharge configured in Store menu is used.

Store

Navigate to Kiosk/OnDemand Configuration ➜ Administration ➜ Store ➜ Basic Details ➜ Miscellaneous.

Enter the preferred value in the Surcharge Percentage field.

Enterprise

Navigate to Kiosk/OnDemand Configuration ➜ Administration ➜ Enterprise ➜ Other Configuration.

Enter the preferred value in the Surcharge Percentage field.

Navigate to Kiosk/OnDemand Configuration ➜ Financials ➜ Tender.

Under the Basic Details section, enter the preferred name for the tender.

Select 144.Credit Card Payment via Agilysys Pay Interface option from the Verification Code drop-down list.

Select Save.

Navigate to Kiosk/OnDemand Configuration ➜ Financials ➜ Gratuity.

Enter the preferred name in the Gratuity Name field.

Select Service Charge under the Gratuity Category drop-down list under Specific Details submenu.

Enable the Open Gratuity checkbox.

Select the Percentage Based radio button under the Gratuity Type submenu.

Enter the appropriate percentage in the Percent field under the Percentage & Rounding section.

Select Save.

Navigate to Kiosk/OnDemand Configuration ➜ Financials ➜ Tender.

Under the Basic Details section, enter the preferred name for the tender.

Select 144.Credit Card Payment via Agilysys Pay Interface option from the Verification Code drop-down list.

Select the configured open gratuity from the Gratuity drop-down list in the Properties submenu.

Select Save.

This is applicable for surcharge configured at tender level only.

Navigate to Kiosk/OnDemand Configuration ➜ Financials ➜ Tender ➜ Properties.

Select the open gratuity created from the Gratuity drop-down list while creating Datacap tender.

Select the preferred option from the Blended Tax drop-down list.

Inclusive Blended Tax Calculation - (item cost + item tax) / (check subtotal+ check tax)
Exclusive Blended Tax Calculation - (item cost) / (check subtotal)

Select Save.

Navigate to Kiosk/OnDemand Configuration ➜ Terminals ➜ Terminal Option Group ➜ Terminal Options.

Enable Terminal Option 1396 (Apply taxes for surcharge).

Select Save.