Navigating the form

Overview

Define the relation between the account code and the customer or vendor relation and between the item code and the item relation.

Lines

Set up the miscellaneous charges and miscellaneous charges rates attached to the relation. You can also indicate whether the miscellaneous charge is a fixed charge, a charge per unit, or a percentage charge.

Level

Select the Mainor Linelevel at which the miscellaneous charges should be calculated.

Account code

Specifies whether the charge is to be calculated for a specific account, a specific account group, or for all accounts.

Customer relation

If you set the value in the Account codefield to Table, specify the account number for which the charge has been created. If you select Group, specify the charge group for which the charge has been created. If you select All, the charge will be calculated on the order line, regardless of the item number selected.

Item code

Specify whether the charge is to be calculated for a specific item, a specific item group, or for all items.

Item relation

If the value in the Account codefield is Table, specify the item number for which the charge has been created here. If the value is Group, specify the item miscellaneous charge group for which the charge has been created. If the value is All, the purchase charge will be calculated on the purchase order line, regardless of the item number selected.

Currency

Specify the currency code for the miscellaneous charges transaction.

Misc. charges code

Select one of the charges defined in Misc. charges code (form)

Category

Specify whether the charge should be calculated as a fixed amount on the line ( Fixed), a unit-based charge ( Pcs.), a percentage on the line ( Percent), or a percentage on the line for intercompany orders ( Intercompany percent).

Note
Fixedand Percentcan be used on charges in the order header and the order lines, although the types Pcs.and Intercompany percentcan only be used on order lines.

Misc. charges value

Specify the value for the miscellaneous charges category.

Misc. charges currency code

Specify the currency code for the charge if you want to use a currency that differs from that specified in the sales or purchase order.

Note
You can enter a different currency if the debit or credit type is either Ledger accountor Itemmark up table.

Sales tax group

Specify the tax group for the miscellaneous charges transaction.

Keep

Keep the 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.