Add additional charges to the sales return

To add additional charges

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

1. Click Add items.
2. Select Additional Charge.
3. Enter Additional charge details.

   • To add an established charge, select the charge using the Charge code drop-down; the charge details are displayed.
   • 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	Select the relevant VAT rate.
   Net value	Enter the net value of the charge.
   Net cost	Enter the cost of the additional charge. This is used to calculate the profit level for the charge.

5. If required, enter Project Analysis and Nominal analysis information.

   Project analysis	Select the Project Code and select the project item for Revenue 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 with Allow Revenue selected on their status.
   Nominal analysis	This shows the default nominal account for Revenue. This is used to post the value of the stock. The nominal account is taken from the stock item record. If you have selected to Allow the amendment of - Nominal codes in the Invoice and Order Entry tab of SOP Settings, then check the nominal account displayed. Amend the code, if required.

6. To view or change analysis codes, click Analysis Codes.

   Analysis Codes.

   Click Analysis Codes to view or change the analysis codes. Note: To change an analysis code, you must have selected Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP Settings. Select the required Values from the drop-down lists. To add a new value to this analysis code, click New value. Note: To add new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.

7. Click Save to add the additional charge to the return.

About additional charges

Use additional charges to record any extra costs with a sales order (or return, quotation, pro forma), 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 notional cost, used to calculate the invoice or order profit.

• A VAT rate.

• The default nominal account used for posting the revenue 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.

You don't confirm receipt for additional charge items, so this affects when you can print the credit note that includes the additional charge. The additional charge item can be credited when the sales return is full or part received, and ready to credit. If a sales return doesn't contain any items that require receipt, then you will be asked if you want to print the return credit note immediately when you save and confirm the return. So if an return only contains additional charge items, and doesn't require receipt, you can print the credit note including the additional charge when you save and confirm the return.