General tab

Create, change, and inquire into general information.

Category

The specified miscellaneous charges for the purchase or sales order headers are added as fixed charges or calculated as a percentage charge based on the sum of the invoice line amounts. Miscellaneous charges on sales or purchase order lines can be calculated as fixed charges, a charge per unit, or a percentage of the line amount.

Connect

Open the Purchase order misc. chargesform, where you can connect the selected miscellaneous charge for an invoice header or line to the corresponding purchase order header or line miscellaneous charge.

Note
If a miscellaneous charge is on a summary invoice header or on an invoice line that was created by allocating miscellaneous charges from a summary invoice header, you cannot connect it to a purchase order header or line.

This button is available only if you are working with miscellaneous charges for a purchase order invoice.

Misc. charges code

Specifies the type of charge that is attached to the order. The field refers to the corresponding field in the Misc. charges codeform where the charge and its posting are defined.

Transaction text

A transaction text that is shown in the posted charge transaction. It is generated automatically based on the text entered for the charge in the Misc. charges codeform. You can edit the transaction text before posting.

Category

Specifies whether the charge should be calculated as a fixed amount on the line, a unit-based charge, or a percentage charge on the line.

Note
The Fixedand Percenttypes can be used on charges in the order header and the order lines; the Pcs.type can be used only on order lines.

Misc. charges value

Enter the value for the specified charge category. The value can be a fixed amount, an amount to be calculated per unit of the item or a percentage of either the order total, or the line total.

Currency

Currency code applicable to the specified charge code for the current order.

Note
It is possible to enter a different currency if the debit/credit type is set to Ledger accountor Itemfor the selected mark-up code.

Keep

Retain miscellaneous charges transaction after invoicing.

Compare purchase order and invoice values

If selected, the miscellaneous charge values for the current miscellaneous charges code are included in comparisons for purchase orders and invoices. You can see the comparisons in the Compare misc. charges values - Invoice: %1form. For more information, see Misc. charges totals details/Compare misc. charges values (form).

This field is available only if the Invoice matchingand Misc. chargesconfiguration keys are selected.

Invoice

The identification of the invoice that is connected to the miscellaneous charge transaction.

This field is available only if you opened the form from the Purchase orderform.

Purchase Order

The identification of the purchase order that is connected to the miscellaneous charge transaction.

This field is available only if you opened the form from the purchase Posting invoiceform.

Sales tax group

Information in this field is copied from the purchase order Sales tax groupor sales order Sales tax groupfield when the transaction is created. It is then used as the default value for the field. For more information about setting up tax groups, see Sales tax groups (form).

Item sales tax group

Information in this field is copied from the purchase order line Item sales tax groupor sales order line Item sales tax groupfields when the transaction is created. It is then used as the default value for the field. For more information about setting up tax item groups, see Item sales tax groups (form).

Calculated value

After the invoice for the purchase or sales order has been posted, displays the calculated value of the miscellaneous charges.

Voucher

After the invoice for the purchase or sales order has been posted, the voucher number used will be shown in the current charge transaction. You can use the voucher number to view all transactions with that voucher number.

Date

After the invoice for the purchase or sales order has been posted, the posting date used will be shown in the current markup transaction.

Amount currency

After the invoice for the purchase, or sales order has been posted, the posted amount will be shown in the relevant charge transaction.

Company

View the intercompany identification (ID) for the intercompany company that the miscellaneous charges for the corresponding order will be posted to.

Reference

View the reference ID for the miscellaneous charges that relate to the intercompany order.

Value

View the calculated miscellaneous charge value from the intercompany sales order.

Use value

Select to use the inter-company miscellaneous charge amount from the intercompany sales order instead of having the program calculating this.

Intercompany invoice number

View the invoice number, which the miscellaneous charge was created from and to which it will be posted.