Once you have setup Charges Codes, you can add manual charges to Sales Order (SO) or Purchase Order (PO). The question is why do we need to add charges manually to orders if we have the auto charges functionality? Typically we add manual charges to an order if it is not a regular one, which needs some eccentric charges to be addressed. An example could be expedited orders which need to be shipped before standard delivery times. In this case we may need to charge additional amount for freight. This is where Manual Charges come to play their role.
Manual Charges for Sales Order:
Manual charges can be added to either the SO header, individual line items or both the header and the line items. To setup the manual charges to:
1. SO header, navigate to Sell tab → Charges to open Charges Transactions Form.
2. SO lines, navigate to Financials → Maintain Charges to open Charges Transactions Form.
The fields of Charges Transactions form are described below:
|Charges codes||Select Charge code. For more details read the full post Charges Codes|
|Transaction text||Text defined in the description of the charge code|
|Category||Describes how the charges are calculated:
|Charges value||Enter the amount for this charge. It can anyone of the following depending on the category selected:
|Currency||Defaulted from the currency of the selected charge code|
|Keep||Indicates whether the charges transactions must be retained after partial invoicing or not|
Manual Charges for Purchase Order:
Similarly, we can add charges manually to PO header or PO lines or both depending on the scenario. To setup the manual charges to:
1. PO header, navigate to Purchase tab → Manage Charges to open Charges Transactions Form.
2. PO lines, navigate to Financials → Maintain Charges to open Charges Transactions Form.
You can see the description of Charges Transactions Form above. In Purchase Order, we can also allocate header charges to lines. We determine how this allocations should be carried out by navigating to Purchase tab → Charges → Allocate charges.
The fields of Allocate Charges form are described below:
|Charges allocation||If the header charge is fixed in nature then it can be divided using the following options:
|Allocate charges to lines||Choose lines for allocation:
|Allocate all||Select if you want to include all kinds of charges in the allocation process regardless of the Debit type specified in the Charges code setup. By default, charges with Debit type of Item are included in the allocation process|
|Received||Select to only allocate charges to received order lines|
|Stocked||Select to only allocate charges to inventoried order lines|
|Show selection and clear specific lines||Select to exclude specific lines from this allocation. This check box is not available if no charges are set up|
Thanks for reading. Happy Daxing! 🙂