Create miscellaneous charges for sales and purchase orders.

Sales orders

  1. Click > > > .

  2. On the tab, type a code for the charge in the field.

  3. In the field, type a description of the charge.

  4. In the field, select a sales tax group from the list (optional).

  5. On the tab, specify how to automatically debit and credit the charge.

  6. If you selected as the debit/credit type, you must specify a debit/credit posting type in the fields and the debit/credit account in the fields.

Example

If your customer pays the charge, the charge is added to the sales order totals. You must set up the following posting information:

  • Select in the field to add the invoice charge to the customer's account.

  • Select in the field and enter the ledger account number for invoice charge revenue in the field.

To set up posting information for a unit charge that you want to add to item cost:

  • Select the option in the box to add the miscellaneous charge to the item cost.

  • Select the option in the box to post the unit cost at the ledger account specified in the box.

Note Note

You can enter a different currency for the miscellaneous charge transaction if the debit/credit type is either or for the selected code.

You can print miscellaneous charges text in the language assigned to the customer or vendor.

Purchase orders

  1. Click > > > .

  2. On the tab, type a code for the charge in the field.

  3. In the field, type a description of the charge.

  4. In the field, enter a sales tax group or select one from the list (optional).

  5. On the tab, specify how to automatically debit and credit the charge.

  6. If you selected as the debit/credit type, you must specify a debit/credit posting type in the / fields and the debit/credit account in the / fields.

  7. To allow comparison of the miscellaneous charge values for an invoice that contains the miscellaneous charges on the corresponding purchase order header or lines, select the check box.

Example

To add the unit charge to the item cost, set up the following posting information:

  • Select in the field to add the charge to the item cost.

  • Select in the field to post the cost to the ledger account specified in the field.

Note Note

If you want to use a different currency than is specified on the purchase order, you can enter a different currency if the debit/credit type is either or for the selected code.

You can also change the language texts for the miscellaneous charges to print the charges text in the language assigned to the customer or vendor.

See Also