If the miscellaneous charges on an invoice differ from the expected miscellaneous charges on the corresponding purchase order, you can change the miscellaneous charge transaction for the invoice. For example, a miscellaneous charge transaction for a handling fee might be 10.00 on the purchase order, but when the invoice arrives, the handling fee could have increased to 20.00. For information about entering invoice information, see Record the receipt of vendor invoices and match against received quantitiesand Resolve invoice matching discrepancies.

1. Click Accounts payable> Common Forms> Purchase order .

2. Select a purchase order and click Posting> Invoice.

3. Enter or select an invoice.

4. Select which miscellaneous charge transactions to add, change, or delete:

   • To add, change, or delete miscellaneous charge transactions for the invoice header, click Setup> Misc. chargeson the Overviewtab.

   • To add, change, or delete miscellaneous charge transactions for an invoice line, click the Linestab, and then click Misc. charges.

   • To add, change, or delete miscellaneous charges for the invoice header for a summary invoice that is selected on the Overviewtab, click the Purchasestab, and then click Setup> Misc. charges.

5. In the Misc. charges transactionsform, enter the amount of the miscellaneous charges as listed on the invoice that you received from your vendor.

6. If necessary, you can click Connectand connect the selected miscellaneous charge transaction for an invoice header or line to the corresponding purchase order header or line. Close the form.

7. Close the Misc. charges transactionsform.

8. In the Posting invoiceform, click Matching details.

9. In the Invoice matching detailsform, click the Compared misc. chargesellipsis button.

10. In the Compare misc. charges values - Invoice: %1form, you can compare information about Customer/Vendortype miscellaneous charges for the purchase order and invoice. The comparison includes only miscellaneous charge codes that have the Compare purchase order and invoice valuescheck box selected in the Misc. charges codeform.

If a miscellaneous charge transaction was allocated to purchase order lines and the miscellaneous charge amount is different on the invoice, you can enter a new miscellaneous charge transaction for the difference, and then allocate it to the invoice lines.

For example, assume that a miscellaneous charge for freight was expected to be 20.00 and was allocated equally to four purchase order lines. If the freight charge on the invoice is 30.00, you can enter an additional miscellaneous charge transaction for the invoice header and allocate it to the four invoice lines. The additional miscellaneous charge amount is allocated only to the invoice lines. The purchase order lines are not affected.

1. Click Accounts payable> Common Forms> Purchase order .

2. Select a purchase order and click Posting> Invoice.

3. Enter or select an invoice.

4. To add miscellaneous charge transactions to the invoice header, click Setup> Misc. chargeson the Overviewtab.

5. In the Misc. charges transactionsform, enter the amount of the miscellaneous charges from the invoice that you received from your vendor. In this example, enter 10.00, because that is the difference between the purchase order miscellaneous charges and the invoice miscellaneous charges.

6. Close the Misc. charges transactionsform.

7. In the Posting invoiceform, click Setup> Allocation.

8. Select how to allocate the miscellaneous charges to the lines. For this example, select Per lineto allocate the charges equally to all four lines on the invoice. For more information, see Allocate misc. charges (form).