Enter Customer Charges

Explanation

This activity is used to connect site specific charge types to a customer. A charge type is used to enter various information that should be connected to a specific charge. By connecting a charge type to a customer, you will not have to enter a new charge line each time a customer order or sales quotation is created. The information entered here will be used as the default values when you select a customer. However, charge types defined as unit charges cannot be registered as default customer charges.

Prerequisites

• Basic data must have been defined on the Customer/General tab and the Customer/Order/General tab.
• Charge types must have been entered on the Sales Charge Type window. 

System Effects

• The charges entered here will be used as default when a customer order or sales quotation is entered.
• If the Print Charge check box is selected, then this line will be printed on the external reports. 
• If the Intrastat Exempt check box is selected, this charge will be excluded from Intrastat reports.
• If the Use Price Incl Tax check box is selected in the connected company of the customer, then the Charge Price/Curr field is non-editable and the Chrg Price Incl Tax/Curr field is editable. If the check box is cleared, then the Charge Price/Curr field is editable and the Chrg Price Incl Tax/Curr field is non-editable.

Window

Customer

Related Window Descriptions

Customer
Customer/Charges

Procedure

1. Open the Customer window and query for the required customer.
2. On the Order/Charges tab, click New.
3. On the Charge Type field, either enter a value or select one from the List of Values.
4. The default values for the Charge Price/Curr and Chrg 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 customer, then the Charge Price/Curr field is non-editable and the Chrg Price Incl Tax/Curr field is editable.
5. To print the charge line on the external report, select the Print Charge check box.
6. The Intrastat Exempt check box is either selected or cleared based on the default value for the charge type. The value can be changed.
7. Save the changes.