Add an additional charge to a purchase return

You can add new charges or select from the list of existing additional charges.

Note: A new charge added to the return is not added to the established list of additional charges.

Open: Purchase Order Processing > Purchase Returns > Enter New Purchase Return | Return Details.

1. Select Add items.

2. Select Additional Charge.

3. Enter the Additional charge details.

   • To add an established charge, select the additional charge from the charge Code list.

   • To enter a new additional charge, leave the charge Code blank and enter a description of the charge in the charge Name box.

4. Enter the Item totals.

   • VAT rate: The appropriate VAT rate for the combination of supplier and item is displayed. Select another VAT rate for the item if required.

   • Net value: Enter or amend the amount of the charge in the currency of the order.

5. If applicable, enter Project analysis and Nominal analysis information

   • Project analysis: Select the project Code and select the project item for Cost postings from the Project analysis tab.

     Note: Project analysis only applies if you have integrated with project accounting. The projects you can choose from are the projects that have an Allow Revenue status.

   • Nominal analysis: This shows the default nominal account for cost.

     This is used to post the value of the charge. The nominal account is taken from the additional charge record.

     Check the nominal account displayed, and amend if required. You can only amend the nominal account if you have selected to allow the amendment of nominal codes in the Order Entry tab of POP Settings.

     If you entered a new additional charge, enter the nominal account here, otherwise the costs are posted to the suspense account.

6. If applicable, select Analysis Codes to view or change the analysis codes.

   • Select the required analysis code Values.

     Note: To change an analysis code, you must have selected Allow amendment of - Analysis codes in the Order Entry tab of POP Settings.

   • To add a new value to this analysis code, select New value.

     Note: To add a new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.

7. Select Save to add the additional charge.

About additional charges

Use additional charges to record any extra costs with a purchase order (or return), such as carriage or insurance.

You can enter additional charges individually, or select from a list of additional charges that you've set up. If you use additional charges regularly, it's a good idea to set up a list of charges to make sure that they are applied consistently.

The additional charge consists of:

• A unique code.

• A name to describe the charge.

• The default value of the charge (excluding VAT) specified in your base currency.

• A VAT rate.

• The default nominal account used for posting the cost value.

Apart from the charge code, you can change any of these default details when you add the additional charge to an order.

You cannot discount additional charges.