Enter Sales Part/Non-Inventory Sales Part/Package Part Charges
Explanation
This activity is used to connect site specific charge
types to sales parts, non-inventory sales parts, and package parts. A charge type
is used to enter various information that should be connected to a specific
charge. By connecting a charge type to a sales part, non-inventory sales part, or
a package part, you will not have to enter a new charge line each time a
customer order or a sales quotation line is created. The information entered here
will be used as the default values as soon as you enter a customer order or
sales
quotation line. When selecting a package part,
only the charges entered for the package part will be retrieved, charges set for
component parts will not be retrieved when entering the package part in the
customer order or quotation line. However it is not
possible to connect a pack size charge type to any of the above parts.
Prerequisites
- A sales part, a non-inventory sales part relating
to goods, or a package part record must have been entered and saved.
- Charge types must have been entered on the
Sales Charge Type tab.
System Effects
- The charges entered will be used as default values
as soon as you select the sales part, non-inventory sales part, or package part
in the customer order or quotation line.
- If the charge is connected to a customer, then the
charge information will be used as default only for that particular customer.
- If the Use Price Incl Tax check box is
selected in the Sales
Part, the Non-Inventory Sales Part or
the Package Part window, then it is possible
to edit the Charge Price Incl Tax/Base
field and not the Charge Price/Base field.
- 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, then this charge will be excluded from Intrastat reports.
Window
Sales Part
Non-Inventory Sales Part
Package Part
Related Window Descriptions
Sales Part
Non-Inventory Sales Part
Package Part
Procedure
- Open the
Sales Part,
Non-Inventory Sales Part, or
Package Part window and
query for the required part.
- On the
Charges tab, click New.
- In the Charge Type field, either enter a
value or select one from the List of Values.
- The default value for the Charge Price/Base
field or the Charge % field is displayed, based on the charge type. You can change this value if
necessary.
- To print the charge line on the external report,
select the Print Charge check box.
- If you want the charge to be specific to a
particular customer, then select a customer in the Customer No.
field from the List of Values.
- 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.
- Save the changes.