Charges

Adding Charges/Cost to Purchase Orders and Purchasing

The Additional Charges box will not be displayed if Charges are not set to Y in Purchasing Options.

2. A Select A Type Of Additional Charge window will appear with the following options:

Note: If prior charges for the vendor were saved as a standard, the standard charges will appear in the box.

• Exit
• Sell - Used when you are selling inventory to a vendor within the same Purchase
• Share - Share proceeds with another Vendor.
• Select one of the value type cost adjustment types defined in cost adjustments.

To Sell:

Important: The Sell option will not be displayed unless the following Settings enabled: Expand Purchasing Charges in Ledger Options is set to B or S and Vendor has matching Customer-ID.

• Select SELL from the Select A Type of Additional Charge window.
• Enter the Item 3 digit code.

If you are uncertain of the 3 digit Item code you can press F3 for the Item Group

• Enter the amount of the Item being purchased in the UOM provided.
• Enter the Price of the item being sold.
• If share is enabled you will can choose whether the sold Item is calculated into the purchase or the sale is skipped when calculating the purchase.
• Enter a Y in the T column if the item is taxable, if it isnt then leave blank for non-taxable items.
• Once the price has been entered you will be brought back to the Additional Charges screen.

To Share:

The Share option will not be displayed unless you have the Vendor set to Share = Y AND there is a valid Clearing Payables Account in Ledger Options.

• Select SHARE from the Select A Type of Additional Charge window.
• Enter the Vendor that you wish to share proceeds with.

If you do not know the Vendor ID, enter just the first characters and press ENTER to display possible matches.

• Enter the Share amount as a percentage or press Enter to enter specific dollar value.
• Choose whether to make the Voucher Ready to Pay or to be left on Payment Hold.
• Enter will bring you back to provide option to add Additional Charges.

To add a charge based on one of the cost adjustment types

• Select the cost adjustment type by scrolling down to the cost adjustment type and pressing Enter, or double click on the cost adjustment type.
• Enter a description or press Enter to accept the system default (the cost adjustment type name).
• Enter the amount of the Charge
• A Select A Method of Calculation window will appear with the following options:
  • Per LB on all weight – Select this option to add a per pound charge on line items. For example, add $.05 per pound for cold storage or unloading fees. 
  • Per EA for every item – Select this option to add a charge based on the number of "eaches" received. For example, add a $1.00 charge per each or box received. (Purchase Orders only)
• % of total product value – Select this option to add a percentage charge to all line item. For example, 3.00 percent charge to the value of each line item on the purchase order for customs duty. (Purchase Order only)
• Fixed amount (total) – Select this option to add a total charge. This charge will be allocated to the line items based on the weight received. For example, add a freight charge of $150.00 if a total of 1,500 pounds is received – a $.10 per pound will be added to all line items.
• Exit – Select Exit to exit the Select A Method Calculation window.
• If you have an Expense Account for your Cost Adjustment you will be able to Voucher the Vendor for the charge. If you do not have an expense account set up you will not be able to voucher a vendor.
  • If a Vendor is chosen you will be able to make the Voucher Ready to Pay or leave it on Payment Hold
• The following command options will appear:
  • Exit – Select Exit to exit the Select A Type of Charge window.
  • Add – Select Add to add another charge.
  • Change – Select Change to change one of the previously entered changes.
  • Delete – Select Delete to delete one of the previously entered charges.

• Select No if you do not wish to have the Additional Charges saved as a standard for the vendor.
• Select yes to save the changes on the purchase order as a standard for the purchase order. Standard charges can be saved and used on all future purchases from the vendor.