Enter Supplier Charges

Explanation

This activity is used to connect site specific charge types to a supplier. A charge type is used to enter various information that should be connected to a specific charge. By connecting a charge type to a supplier, you will not have to enter a new charge line each time a purchase order is created. The information entered here will be used as default values as soon as you select the supplier.

If the Use Price Incl Tax check box is selected in the connected company of the supplier, then the Charge Price/Curr field is non-editable. If not, the Charge Price Incl Tax/Curr is editable.

Prerequisites

Charge types must been entered on the Purchase Charge Type window.

System Effects

• The charges entered will be set as default when a purchase order is entered for the specific supplier.
• If the company tax regime is VAT or Mixed and the charge is taxable, the relevant tax code is retrieved from the purchase charge types. If the amounts exclusive of tax are entered, then the amounts inclusive of tax will be automatically calculated and displayed in the respective fields, and vice versa. Note: If the supplier tax liability is taxable, only tax codes of type VAT can be specified. If the supplier tax liability is exempt, only tax codes of type No VAT ( for real imports from outside the EC ) and Calculated ( intra EC supplier) can be specified.  
• If the Print Charge Amount check box is selected, the charge line will be printed on the purchase order report.
• If the Intrastat Exempt check box is selected, the charge will be excluded from Intrastat reports.
  

Window

Supplier

Related Window Descriptions

Supplier
Supplier/Purchase
Supplier/Purchase/Charges

Procedure

1. Open the Supplier window.
2. In the Identity field, search for the supplier for whom you wish to enter information pertaining to supplier charges.
3. Click the Purchase/Charges tab.
4. Create a new record.
5. Entering a value in the Site field is required. Either enter a value or select one from the List of Values.
6. Entering a value in the Charge Type field is required. Either enter a value or select a value from the List of Values.
7. The default values for the Charge Price/Curr and the Charge Price Incl Tax/Curr fields are displayed based on the charge type. You can change either one of these values if necessary. If the Use Price Incl Tax check box is selected in the connected company of the supplier, then the Charge Price/Curr field is non-editable. If not, the Charge Price Incl Tax/Curr is editable.
8. To print the charge line on the purchase order report, select the Print Charge Amount check box.
9. The Intrastat Exempt check box will be either selected or cleared based on the default value for the charge type. The value can be changed.
10. The values in the Min Order Amt/Base and Max Order Amt/Base fields are conditional values. Based on these values the charges will be fetched to the purchase order.
11. Enter values in the Valid From and Valid To fields to define the validity period of the charge type.
12. Save the changes.