Set up additional charges for purchase orders
You can add additional charges to purchase orders for costs such as carriage and insurance. These charges can be added to you purchase orders as a separate order line.
If you regularly use the same additional charge, you can create a list of additional charges that you want to add to your orders. This helps to speed up the process of creating orders and makes sure the charges are applied consistently.
A charge type consists of:
- A unique code.
- A name that can be used to describe the charge you are working with.
- The cost of the charge (excluding VAT) specified in your base currency.
- A VAT rate.
- A default nominal account used to post the cost values to the Nominal Ledger.
The values specified for the charge are displayed during order entry. With the exception of the charge code, they can then be changed as you enter the order.
To maintain additional charges
Open: Purchase Order Processing > POP Maintenance > Additional Charges.
- Click Add.
- Enter a code and name for the additional charge.
- Select the VAT rate for the additional charge. This can be overridden during order entry.
- Enter the cost of the additional charge (excluding VAT) by entering a value in base currency. This can be overridden during order entry.
- Select the default cost nominal code using the drop-down list.
- Click OK to save the information.
Note: Each additional charge has its own unique code. The code is limited to 20 characters. An additional charge may also have its own name, which is limited to 60 characters. Codes and names can contain numbers and letters.
Note: Once selected, the default nominal account can only be amended during order entry provided the system has been set to allow this.
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Select the additional charge that you want to amend and click Edit.
The current settings for the charge are displayed.
- Make the required changes.
- Click Close.
Open: Purchase Order Processing > POP Maintenance > Additional Charges.
- Select the additional charge that you want to remove, and click Delete.
- Click OK to confirm that you want to delete the charge.
- Click Close.