Menu Path: Customer Service Module Setup Additional Charges Order Entry Additional Charge Maintenance
Maintain additional charges or credits that can be applied on orders or invoices.
Use Order Entry Additional Charge Maintenance to define and maintain additional charges and credits that can be applied to a sales and/or return order (or optionally, directly to invoices and credit memos). Examples of additional charges include freight, special incentive allowances, return processing charges, etc.
Additional charges can be entered for an entire order or for individual order line items. These charges can have a positive or negative effect, and can be defined for a specific amount or as a percentage.
Additional charges can also be defined to update sales history, which creates records in sales history used for the Executive Information Systems module, in particular, Customer Analysis.
For database information for this window, see Order Entry Additional Charge Maintenance Database Information.
Button |
Description |
Exit |
Click this button to close the Order Entry Additional Charge Maintenance window. |
New |
Click this button to create a new additional charge. |
Update |
Click this button to update the selected additional charge. |
Delete |
Click this button to delete the selected additional charge. |
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. |
First |
Click this button to display the first additional charge. |
Prev |
Click this button to display the previous additional charge. |
Next |
Click this button to display the next additional charge. |
Last |
Click this button to display the last additional charge. |
Field or Button |
Description |
Enter an additional charge ID, or click the Lookup button to select an additional charge ID. |
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This field displays the revision number for the selected additional charge. The revision number automatically increases by one every time a user saves changes to an additional charge. |
Field or Button |
Description |
Enter a short description of the additional charge. |
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Enter a comment for the additional charge. By default, the comment appears on invoices, but it can be changed or deleted when adding the additional charge during order entry. |
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Select whether the additional charge can be used for sales orders, returns, or both sales orders and returns. The Sales radio button is selected and these radio buttons are disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. |
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Select whether the additional charge is a specific amount or a percentage. The Amount radio button is selected and these radio buttons are disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. |
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Select whether the additional charge adds or subtracts from a sales order or return. |
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Select this check box if a user can change the additional charge to be positive or negative during order processing. This check box is selected by default. |
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Select whether the additional charge is applied once or every time if multiple pick demands are printed for the order. Example If you want to assess the additional charge based on the products that are shipped out, and therefore invoiced, select Every Time. The Every Time radio button is selected and these radio buttons are disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. |
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Enter the default amount or percentage of the additional charge entered for orders and invoices. This field is only enabled if the Used As Cost check box is cleared. |
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If you select to have the charge posted with a product or taxed with a product, select whether you want the charge distributed by total price, total weight, or total volume. If the additional charge is used as a cost, you can select to have the charge distributed by total cost instead of total price. These radio buttons are only enabled if you select the Post with Items, Tax with Items, or Used As Cost check box. |
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Select this check box to allow the additional charge to be updated during pick confirmation. |
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Select this check box to allow the additional charge to be used as a payment. This is designed to be used with the calculator button available on the Additional Charges tab in Order Entry. This is most useful when entering a prepaid, cash, or credit card sale. This check box is cleared and disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. |
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Select this check box to enable the defined additional charge to update various sales history tables. This check box is selected and disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. This check box is selected by default if the Post with Items check box is selected. This check box is cleared and disabled if the Used As Payment check box is selected. Select this check box to allow users to view additional charges in the Executive Information Systems module using programs such as Customer Analysis. If this check box is cleared, data in Executive Information Systems tables may be distorted and sales amounts may not match the general ledger sales account(s). For more information, see Effects of Updates Sales History and Post With Items FAQ. |
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Select this check box if you want to display the additional charge separate from products on printed forms (order acknowledgments, invoices, etc.). |
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Select this check box if the additional charge is specifically for freight charged to customers. For more information, see Freight Additional Charges FAQ. |
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Select this check box if you want the amount of the additional charge to be combined with the amounts of other additional charges, and displayed as a summary amount on printed invoices. This setting only affects line item additional charges. This check box is only enabled if you clear the Display Separately on Forms check box. |
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Select this check box to include the additional charge in line item commissions. Note If a commission rate is set up for the additional charge, this check box is ignored. |
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Select this check box to exclude the additional charge from order and standalone invoice percentage charge calculations. This check box is cleared by default. This check box is disabled if the Used As Cost check box is selected. |
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Select this check box to post the additional charge amount to the general ledger account associated with the product. If you select this check box, the Account Mask field is disabled. Note If you select this check box, the additional charge amount is included in the commissionable sales of products. For more information, see Effects of Updates Sales History and Post With Items FAQ. This check box is only enabled if you clear the Used As Payment check box. This check box is selected and disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. |
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Enter the general ledger account affected by the additional charge, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. This field is only enabled if you clear the Post with Items check box because if that check box is selected, the charge will post with the general ledger account associated with the product. For more information on account masks, see General Ledger Account Resolution. Note You cannot enter an account in one of the following categories:
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Select this check box to tax the additional charge at the same rate as products on the order, based on the sales tax category of the products. If you select this check box, the Sales Tax Category field is disabled. This check box is cleared and disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. For more information about additional charges when the system is integrated with AvaTax, see AvaTax Integration - Dealing with Additional Charges. |
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Enter a sales tax category for the additional charge, or click the Lookup button to select a sales tax category. This field is only available when the internal tax functionality is used. Also, this field is required (and only enabled) if you clear the Tax with Items and Used As Cost check boxes. For more information, see Sales Tax Category Maintenance. |
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Enter the appropriate and unique Avalara tax code for the additional charge. This field is only used when the system is integrated with AvaTax. For more information, see AvaTax Interface FAQ and AvaTax Integration - Dealing with Additional Charges. |
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Select this check box to post additional costs incurred instead of additional charges to be invoiced to customers. Note If you select this check box:
Example Certain orders require an internal review which increases the cost of the order by $50. The customer’s price and invoice are not affected. The Fixed Amount radio button is selected and 50 is entered in the Cost Amount field. Example When a customer return is issued and the goods are received to stock, internal handling costs are associated with the goods. The cost is entered when the return is received in Return Order Receipt Confirm. The Manual Entry radio button is selected and no value is entered in the Cost Amount field. This check box is cleared and disabled if the Used for Drop Ship Cost Based Commissions or Update 'Cost' Sales History Component check box is selected. |
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Select one of the following methods for calculating the additional charge:
These radio buttons are only enabled if you select the Used As Cost check box. |
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Enter a cost amount based on the selected option in the Cost As field. This field is only enabled if you select the Used As Cost check box. |
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Enter the general ledger account where the expense for an additional charge that is used as a cost will be posted. This field is only enabled if you select the Used As Cost check box. |
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Select this check box if the additional charge is used for drop-ship cost based commissions. This check box is cleared by default. For more information, see Drop-Ship Commission Orders FAQ. |
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Select this check box if the additional charge is used to update cost sales history. This check box is cleared by default. For more information, see Drop-Ship Commission Orders FAQ. |
Field or Button |
Description |
Enter a customer scorecard profit category code for sales for the additional charge, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a customer scorecard profit subcategory code for sales for the additional charge, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter a customer scorecard profit category code for costs for the additional charge, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a customer scorecard profit subcategory code for costs for the additional charge, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter a supplier scorecard profit category code for sales for the additional charge, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a supplier scorecard profit subcategory code for sales for the additional charge, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter a supplier scorecard profit category code for costs for the additional charge, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a supplier scorecard profit subcategory code for costs for the additional charge, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter a product scorecard profit category code for sales for the additional charge, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a product scorecard profit subcategory code for sales for the additional charge, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter a product scorecard profit category code for costs for the additional charge, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a product scorecard profit subcategory code for costs for the additional charge, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
Field or Button |
Description |
Enter all or part of the output VAT general ledger account to use when resolving the account from the additional charge, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the additional charge. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. |
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Enter all or part of the output VAT variance general ledger account to use when resolving the account from the additional charge, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT variance accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the additional charge. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. |
Field or Button |
Description |
Select this check box if the country uses VAT for the selected additional charge. This check box is only enabled if the Used As Cost check box is cleared on the Main tab and a VAT exempt reason code is not entered in the VAT Exempt Reason Code field. |
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Enter a country code for which you want to add VAT information to the selected additional charge, or click the Lookup button to select a country code. For information on setting up countries, see Country Maintenance. This field is only enabled if the Used As Cost check box is cleared on the Main tab. |
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Enter a VAT class code to associate with the country for the selected additional charge, or click the Lookup button to select a VAT class code. For information on setting up VAT classes, see VAT Class Maintenance. This field is only enabled if the VAT Taxable check box is selected. |
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Enter a VAT exempt reason code to associate with the country for the selected additional charge, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reasons, see VAT Exempt Reason Maintenance. This field is only enabled if the Used As Cost check box is cleared on the Main tab, and the VAT Taxable check box is cleared. |
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Click this button to add the VAT information for the country to the selected additional charge. This button is only enabled if the Used As Cost check box is cleared on the Main tab. |
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Click this button to remove the selected country-specific VAT information from the Countries grid. This button is only enabled if the Used As Cost check box is cleared on the Main tab. |
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This grid displays country-specific VAT information for the selected additional charge. This grid includes the following columns:
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