1. From the / menu, select , > .

  2. From the list, select the level to which you want to apply charges automatically.

    Applies charges to the order header.

    Applies charges to the order lines.

  3. Select an account in the field.

    Assigns charges to a specific customer or vendor.

    Assigns charges to a miscellaneous charges group.

    Assigns charges to all customers or vendors.

  4. In the / field, select a specific customer or vendor if you have selected above or select a misc. charges group if you have selected above.

  5. Select an item code in field (only relevant at level).

    Assigns charges to a specific item.

    Assigns charges to an item miscellaneous charges group.

    Assigns charges to all items.

  6. In field, select a specific item if you have selected above or select an item misc. charges group if you have selected above.

  7. Click the tab to set the miscellaneous charges and the miscellaneous charges rates attached to the relation.

  8. In the field, select the currency in which you want to calculate the charge.

  9. In the field, select the code for the charge.

  10. Specify how to calculate the charge in the field ( , , ) and enter a value in the field.

  11. In the field, specify a currency for the charge if you want to use a different currency than is specified in the field. This is possible if the debit/credit type is either or for the selected charge code.

  12. Specify a sales tax group in the field (optional).

  13. Select the check box if you want to keep the miscellaneous charges transactions after invoicing.

Examples

Example 1

To automatically assign a freight charge to customers/vendors far away:

  1. On the tab, define the .

  2. Create a customer/vendor using the form, for example Freight.

  3. Create an automatic main misc. charge relation with an of and the / Freight.

  4. On the tab, specify the and the freight charge.

Example 2

To assign a packing fee automatically for all customers/vendors buying/selling items requiring special packing:

  1. Create an item misc.chargesgroup, for example Fragile.

  2. Create an automatic line charge relation (choose in the box) with the and an > and the Fragile.

  3. On the tab, specify the and the .