Enabling cancellation fees on per order basis in Aptify is a three-step process:

• Step 1: Enable Enabling Cancellation Fee Attribute
• Step 2: Create Creating a Cancellation Fee Product Category
• Step 3: Create Creating Cancellation Fee Product

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Step 1:

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Enabling Cancellation Fee Attribute

The first step is to add the Cancellation Fee Attribute to the Orders entity. Follow these steps:

1. Open the Orders entity from the Entities service.
2. Click the Configuration > Attributes tab.
3. Click the New icon in the sub-type area to open a new Attributes record.
4. Enter Cancellation Fees Category in the Name field.
5. Enter Cancellation Fees in the Value field.
6. Click OK to save the Attributes record.
7. Save and close the Orders entity.
   

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Step 2:

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Creating a Cancellation Fee Product Category

The second step to enable support for cancellation fees for an entire order is to create a product category. Follow these steps:

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1. Determine the GL Accounts that will be applicable to the Cancellation Fee and create these GL Accounts, if necessary.
   • Typically, a cancellation fee will require an Accounts Receivable account and a Sales account, just like other products in Aptify.
   • The GL Accounts service is in the Accounting application.
   • See the "GL Accounts Setup and Use" chapter in the Aptify Accounting & Financial Systems Integration Guide Managing General Ledger Accounts for information on how to create GL Accounts.
      
2. Open a new record from the Product Categories service.
   • The Product Categories service is located in the Product Setup and Maintenance application.
      
3. Enter Cancellation Fees in the Name field.
4. Enter a Description, if desired.
5. Enter General in the Default Product Type field.
6. Add the GL accounts applicable to cancellation fees to the GL Accounts tab.
   • See the Adding GL Accounts to the Product Category section in the "Product Categories and Types" chapter of the Aptify Product Setup and Maintenance Guide for information on how to add GL accounts to a product category.
      
7. Save and close the record.

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Step 3:

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Creating a Cancellation Fee Product

The final step to enable support for cancellation fees for an order as a whole is to create a cancellation fee product. Follow these steps:

1. Open a new record from the Products service.
   • The Products service is located in the Product Setup and Maintenance application.
      
2. Enter a name for the cancellation fees in the Name field.
3. Enter Cancellation Fees in the Category field.
4. This is the category you created in Step 2: Create Cancellation Fee Product Category.
   • The GL Accounts you specified for the category automatically flow down to this product.
      
5. Leave Type set to General.
6. If you did not configure the GL Accounts for the Cancellation Fees Product Category, click the Accounting > GL Accounts tab and add an A/R account and a Sales account for the product.
7. Save and close the record.
   • Note that prices and other options are not applicable for a Cancellation Fee product record that is used for applying fees on a per order basis. If you want to use pricing rules or other pricing options, you must set up cancellation fees on a per product basis, see Setting Up a Cancellation Fee on a Per Product Basis for more details.
      
8. Close and reopen the Aptify client application.
9. Launch the Order Cancellation wizard and enter a test order to cancel.
   • In Step 2 of the wizard, the Cancellation Fee information should now be available.