Enter Charges

Explanation

This activity is used to connect site specific charge types for a combination of supplier and purchase part. A charge type is used to enter various information that should be connected to a specific charge. By connecting a charge type to a combination of supplier and purchase part, you do not have to enter a new charge line each time a purchase order is created. The information entered through this activity will be used by default for the specified combination of supplier and purchase part.

Prerequisites

Charge types must have been entered on the Purchase Charge Types tab in the Procurement Basic Data window.

System Effects

• The charges entered will be used by default when a purchase order is entered for the specific combination of supplier and purchase part.
• 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 company tax regime is VAT and the Use Price Incl Tax check box is selected in the Supplier for Purchase Part/General tab, it is possible to enter a value in the Charge Price Incl Tax/Curr field as well. The charge price value is calculated with the tax code used for the charge type. The charge price field is non editable.
• If the Print Charge Amount check box is selected, the charge line will be printed on the Purchase Order Report.
•  If the Unit Charge check box is selected, the charge amount will be dependent on the part quantity on the purchase order line.

Window

Supplier for Purchase Part

Related Window Descriptions

Supplier for Purchase Part
Supplier for Purchase Part/Charges

Procedure

1. In the Supplier for Purchase Part window, query for the supplier and purchase part record you want.
2. Click the Charges tab.
3. Create a new record.
4. Entering a value in the Charge Type field is required. Either enter a value or select a value from the List of Values.
5. The default value for the Charge Amount field is displayed based on the charge type. You can change this value if necessary.
6. To print the charge line on the Purchase Order Report, select the Print Charge Amount check box.
7. The default value for unit charges will be displayed. You can choose to change this value if required.
8. 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.
9. 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.
10. Enter values in the Valid From and Valid To fields to define the validity period of the charge type.
11. Select the Distribute on Receipt check box to match the charge ratio relevant only for the receipt quantities. This check box can be selected only with certain distribution methods.
12. Save the changes.