---
title: "Surcharges"
slug: "bc-surcharges"
updated: 2026-06-25T09:59:07Z
published: 2026-06-25T09:59:07Z
canonical: "docs.staedean.com/bc-surcharges"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Surcharges

Use a surcharge model to add surcharges to budget lines. Optionally, post these surcharges when the lines they apply to are posted.

Surcharges are applied based on [Project cost types](/business-central/docs/bc-project-cost-types) in the project budget line and project planning line, and are added as an extra **Surcharge** line when calculated.

## Steps - Create a project surcharge code

1. Choose the ![Lightbulb that opens the Tell Me feature](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon (Alt+Q) and type **Project Surcharge Codes**.
2. In the list, add or update the following fields:

| Field | Description |
| --- | --- |
| Code | Specify a code for the surcharge code. |
| Description | Specify a description for the surcharge code. |
| Project Cost Type Code | The surcharge is calculated on all project budget lines or project ledger entries with the selected project cost type code. |
| Surcharge Account | Select a G/L account to which the surcharge must be posted. |

> [!NOTE]
> **Note** Posting also requires a **Surcharge Offset Account**, which is set in the **General Posting Setup**.

## Steps - Create a project surcharge model

1. Choose the ![Lightbulb that opens the Tell Me feature](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon (Alt+Q) and type **Project Surcharge Model**.
2. Click **+New** in the ribbon to open a new page.
3. Complete the following fields:

**General**:

| Field | Description |
| --- | --- |
| Code | Specify a code for the surcharge model. |
| Description | Specify a description for the surcharge model. |
| Status | **Open** or **Released**. Surcharge models can only be edited in the **Open** state and are only applied in the **Released** state. |
| Application Method | Select one of two methods: **Amounts and Percentages**: the detailed model lines are shown in the budget lines and/or posted as project ledger entries. **Subtotals**: only the lines with type **Subtotal** are shown in the budget lines and/or posted as project ledger entries. |

**Lines**:

| Field | Description |
| --- | --- |
| Line No. | Specify a line number. Each line must have its own number, which is used for filtering the lines for a subtotal type line. |
| Surcharge Code | Select a surcharge code. |
| Description | Copied from the surcharge code. |
| Type | Select one of three options: **Fixed Amount**: defines the **Value** field as a fixed amount. **Percentage**: defines the **Value** field as a percentage. **Subtotal**: requires the **Line No. Filter** to be specified. |
| Line No. Filter | When the type is **Subtotal**, specify the line numbers to sum as a filter. |
| Value | When the type is **Fixed Amount**, the amount of the surcharge. When **Percentage**, the percentage to apply as a surcharge. In both cases, a new project budget line is created with either the fixed amount or the calculated percentage amount. Only lines of the type **Percentage** can be posted to the G/L. Fixed amounts are for calculation only. |
| % | Set to % when the type is **Percentage**. |
| Project Cost Type Code | Copied from the surcharge code. The percentage is applied to all lines with this project cost type code. |
| Post to G/L | When selected, surcharges are applied to project ledger entries and posted to the G/L account specified in the surcharge code. |

The surcharge model is status-controlled and must be **Released** to allow selection. You can add a surcharge model to base templates and master templates.

## Related

- [Project budgeting](/bc-project-budgeting.md)
- [Project cost types](/bc-project-cost-types.md)