Enter Purchase Charge Type
Explanation
Use this activity to enter purchase charge types. The information entered here can be seen as default values, i.e., you have the
possibility to alter these values at a later time when entering the purchase order.
However, before entering the different charge types, you need to enter the purchase charge
groups or use groups that already exist. A charge group is used for putting purchase
charge types into different categories and is entered in the
Purchase Charge Type window.
In this window you should enter
the purchase charge types and connect each one to the appropriate purchase
charge group. For instance, this could mean that you have a charge group called
'Freight' with different forwarding agents (charge types) connected to it. It is
then possible to use the charge type on the charge line on a purchase order.
There you have the alternative to connect the charge type to a specific purchase
order line or to distribute it to all lines.
If the charge
is considered a unit charge, the charge does not get distributed and therefore
this value must be kept null.
If you
want the charge to be described in a specific language on the purchase order report, you
can enter the proper language code and description in the lower part of this tab window.
It is also possible to connect purchase charge types to a supplier or to a supplier and
a specific purchase part. By connecting a charge type to the specific supplier, you will
not have to enter a new charge line each time a purchase order is created. Charges are
also considered when matching invoices.
Note that the information entered here is unique per site, meaning that each
site must have its own charges entered. In accounting, however, it is only
possible to enter rule postings per company, not per site.
Example: If Company A
has entered the charge type Freight
for Site 1, Site 2, etc., the charge type postings will be controlled in one common way
for all sites. If Company A instead has entered charge type Freight1 for Site 1and
Freight2 for Site 2, the charge type postings can be controlled in different ways for
the different sites. As mentioned above, if Company A has entered charge type
Freight, and Company B has also entered a charge type called Freight, the charge
type postings are independently controlled from each other.
Prerequisites
- A purchase charge group must have been entered in the
Procurement Basic Data/Purchase Charge Group tab.
System Effects
- A purchase charge type is entered in the system and connected to a specific charge
group.
- The Taxable check
box will be selected by default. The default tax code will be retrieved from the
Company/Tax Control/Sales and Procurement
sub tab. Note:
A tax code must be specified if the
Company/Tax Control/General
sub tab
Object Level check box is checked for tax code validations on
supplier level.
- If the Use Price Incl Tax check box is selected, then
only the Charge Price Including Tax field is editable and the Charge Price
field
is not editable. The charge price is calculated based on the value entered
for the charge price including tax and the tax code. If the Use Price
Incl Tax check box is cleared, then only the Charge Price field is editable and
the Charge Price Including Tax field is not editable. The charge price including tax is
calculated based on the value entered for the charge price and the tax code. The
default value is fetched from the site connected to the charge
type.
- If a value is specified in the Invoicing Supplier field,
a supplier invoice will be generated taking into consideration
information of the invoicing supplier and not the ordering
supplier, e.g., identity, tax code.
- If the Unit Charge check box is selected,
the charge amount will be dependent on the part quantity on the purchase
order line.
Window
Purchase
Charge Type
Related Window Descriptions
Purchase Charge Type
Procurement Basic Data
Procedure
- Open the
Purchase Charge Type
window, and create a new record.
- Enter the short code for the charge type in the Charge Type field.
- Enter the description of the charge type.
- Specify site.
- In the General Tab, enter the charge group by using the List of Values or enter the proper short code
in the corresponding fields.
- If the charge is going to be invoiced by another supplier, enter the short code in the
Invoicing Supplier field by using the List of Values. You can also leave it empty, which
indicates that the supplier on the purchase order also will invoice the charge.
- Enter the charge amount and the unit of measure to be used in the charge lines. If you
do not want a default value on the charge line, leave the charge amount field empty.
- Optionally, you can choose different ways of distributing the charges by using the
drop-down menu in the Distribute Charge By field.
- If tax is charged for the charge type, specify a tax code in
the Tax Code field. You can do this either by entering a short code or
by selecting
a value from the List of Values.
- Select the Unit Charge check box for
charges to be considered separately per part. This can be changed per
specific purchase order if required.
- If you want the charges to be printed on the purchase order report, select the
Print
Charge Amount check box.
- Select the Intrastat Exempt check box if you
wish to exclude this charge from Intrastat reports.
- Save the record.
The following steps are optional:
- In the Descriptions tab, enter the language code
in the Language Code field by using the
List of Values or
enter the proper short code.
- In the Description field, enter the language chosen in the
Language
Code field.
- Save the record.