Miscellaneous Item Entry

Menu Path: None

To use Miscellaneous Item Entry, click the Misc button in the ribbon in Invoice Entry or Invoice Inquiry.

Note If you access this window from Invoice Inquiry, you can only view information.

Purpose

Enter miscellaneous line item information for an invoice, credit memo, or debit memo.

Overview

Use Miscellaneous Item Entry to enter miscellaneous line item information for a manually entered invoice, credit memo, or debit memo.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Miscellaneous Item Entry window.
New	Click this button to enter an additional miscellaneous item.
Update	Click this button to update the selected miscellaneous item.
Delete	Click this button to delete the selected miscellaneous item.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Customer Allowance Inquiry	Click this button to display Customer Allowance Management, which allows you to view customer allowances.

Main Tab Fields and Buttons

Field or Button	Description
Misc Item	Enter a miscellaneous item, or click the Lookup button to select a miscellaneous item. If you select the Use Customer Allowance check box, and click this Lookup button only customer allowance types are displayed in the Lookup window. For information on setting up customer allowance types, see Customer Allowance Type Maintenance.
Used As Cost	This check box is disabled in this window.
Co-Op Charge	Select this check box if you entering a co-op charge. This check box is only available if you are entering a credit memo for a co-op customer. For more information, see Co-op Sales Process Flow.
Amount	Enter the amount of the miscellaneous item.
VAT Taxable	Select this check box if the miscellaneous item is VAT taxable. This check box is only enabled if the invoice or memo is VAT taxable. This defaults from the invoice or memo header.
VAT Class Code	Enter a VAT class code for the miscellaneous item, or click the Lookup button to select a VAT class code. This field is only enabled if the VAT Taxable check box is selected.
VAT Amount	This field displays the amount of VAT for the miscellaneous item, which is equal to the VAT rate of the miscellaneous item multiplied by the amount of the item.
VAT Exempt Reason Code	If the miscellaneous item is not VAT taxable, but is on a VAT-taxable invoice or memo, enter a VAT exempt reason code to explain why the miscellaneous item is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This defaults from the invoice or memo, but if the invoice or memo is VAT taxable, this defaults from the selected miscellaneous item.
VAT-Inclusive Amount	Enter the amount of the miscellaneous item, including VAT. When you enter a value in this field, the Amount field is updated automatically. This field defaults to the sum of the amount entered in the Amount field and any calculated VAT amount based on the VAT class of the miscellaneous item.
Open Co-Op Amount	This field displays the available co-op amount for the selected customer. This field is only available if you select the Co-Op Charge check box.
Available Amount	These fields display the available amount and currency for the selected customer allowance, and are only available if you select the Use Customer Allowance check box, and enter a customer allowance type in the Misc Item field.
Item Description	This field displays the description of the miscellaneous item entered in the Misc Item field.
Use Customer Allowance	Select this check box to use a customer allowance for a credit memo. For more information on customer allowances, see Customer Allowance Rule Maintenance. This check box is only available if the miscellaneous item is not for an invoice, and a customer was already specified in Invoice Entry.
G/L Account	Enter the general ledger account to use for the miscellaneous item, or click the Lookup button to select the account. This account can default based on the account resolution setup. Note You cannot enter an account in one of the following categories: A/P Clearing A/P Trade A/P Write-off A/R Clearing A/R Trade A/R Write-Off
G/L Elements	Click this button to display G/L Prompting, which allows you to enter a general ledger account by element.
Updates Sales History	Select this check box to update sales history for the customer with the miscellaneous item.
Project #	Enter a project number, or click the Lookup button to select a project number.
Cost	This field is disabled in this window.
Miscellaneous Items	This grid displays miscellaneous items for the invoice or memo.