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ECO Fees

ECO or Environment Handling Fees (EHF) allows you to define ECO fees per branch so that they are automatically charged at point of purchase. Essentially an ECO Fee is just a miscellaneous charge that you can automatically apply to a model record. EPASS also has an export and import utility for ECO Fees that can be found in the utilities menu of Serial Inventory. Importing fees can apply them to existing models in bulk so entering fees 1 by 1 is not required. Selecting a branch while setting up an ECO fee allows another location to be used that may have a different rate than your location.

System Maintenance Tables

Miscellaneous Type (Optional)

Miscellaneous type is used to group charges together. It is good to use grouping just for searching fees in Misc. maintenance.

EcoFeesMiscType

Miscellaneous Table

This is where you will setup all the different ECO fees that you want to use/import.

EcoFeesMiscTable

Eco Fee Import

For the import, you're starting with an Excel Sheet with model, branch and the miscellaneous codes. If you don't have a model list by brand, then you can search for models by brand in Serial Maintenance and then select the Excel button to export to file. Then you will remove unneeded columns, add the ECO fees and branch code into their own columns, and you should be ready to setup and use the utility.

The Eco Fee Import utility is located at Serial Inventory > Utilities > Model Eco Fee Import.

EcoFeesImport

info

If you select Delete Existing Eco Fee First and then select All Records from the Brand dropdown, EPASS prompts you for confirmation before continuing.

DeleteExistingEcoFeesConfirmation

Eco Fee Export

This export utility will export all models with fees currently configured. This is intended for editing existing ECO fees on models so they can be re-imported or just for a list of models that have an attached ECO fee.

EcoFeesExport

Eco Fee On Model

If you would rather enter the ECO fees in manually then you can edit the model record, select the ECO Fee hyperlink and select add. You will then need to enter the branch and misc. code you want to attach.

EcoFeesModelSetup

OE-27 Invoice Cost Analysis

The OE-27 Invoice Cost Analysis report assists you in managing/tracking your ECO fees.

You have the option to run the report by an individual misc. code, or you run the report by misc. type and select the grouping which will include all misc. codes that belong to that misc. type.

EcoFeesReport