Add Sales Charges/Landed Costs
Explanation
Charges are entered on the customer order as a charge line. Charges can be any kind of
costs for which the supplier is charging the customer, e.g., freight charges or an extra
quality control ordered by the customer. The charge line you enter can either be connected
to the customer order as a whole or to a specific customer order line. You also have the
option to add several charges to a single customer order line.
Charges can be entered in exactly the same way for sales quotations.
In addition to adding charges in
Customer Order, you also can
add charges via several other windows by using the operations menu.
If the customer order is for a Jinsui enabled customer,
then the charged gross amount must not exceed the maximum amount defined for the Jinsui invoice for the company.
Exclusive for consignment handling is that you can add collect charges, i.e., charges
which the customer should pay to the forwarder (or any other third party). Postings will
not be created for such charges. Collect charge lines will not appear on the invoice. You
can, however, decide to have these printed on an order confirmation, if requested. You can
make changes until the charge has been invoiced or until the consignment is closed.
The sales charge price and the sales charge cost can
also be defined as a percentage.
In a sales quotation,
sales charge types can be connected to quotation lines. If the charge percentage
is used and charge lines are connected to a particular quotation line, the base
for charge percentage becomes the net amount in the connected order line. Therefore, when creating customer orders, the charge line will take the same base
for the charges percentage. If you selected the Use Price incl Tax check
box in the Sales Quotation/Misc Quotation Info tab, the base for charge percentage becomes the gross
amount in the connected order line.
When the charge line
is not connected to a quotation line and the charge percentage or the charge
cost percentage is used, then the the base for charge percentage becomes the
total net amount/currency in the sales quotation.
If you selected the Use Price incl Tax check box in the
Sales Quotation/Misc Quotation
Info tab, the base for charge percentage becomes the total gross amount in
the connected order line.
If a customer order is created from a sales quotation,
charge lines which are not connected to quotation lines, and if the charge percentage
is used it should be included in each customer order created from the sales
quotation. In this situation if the fixed charge cost is used with a charge
percentage, then the charge cost will be included in each charge line created
from the customer order.
If the charge price or charge cost is entered as a
percentage and if the relevant charge is not a unit charge, the value in the
Charge Qty field should be 1.
Prerequisites
- A charge type connected to a charge group of category Other must
have been entered in the Sales Charge Type window
- A customer order header must have been entered in
Customer Order
or a sales quotation header must have been entered in
Sales Quotation.
- If the charges should be connected to a specific order line, a customer order line must
have been entered in
Customer Order/Order Lines, or a quotation
line in
Sales Quotation/Quotation Lines respectively.
System Effects
- A charge line is entered and connected to a customer order. The Charges check box on
the
Customer Order/Order Lines tab is automatically selected
when a charge line has been saved. The system effects for sales quotations are similar.
The charge will be excluded from Intrastat reports if the Intrastat Exempt check box has been selected.
- When the customer order invoice is printed in
Print Customer Invoices,
postings are created for the charges. If VAT is used, postings are created with the credit
posting types M67 (Taxable charges), IP4 (VAT Distributed Invoice), and the debit posting
type IP2 (Customer Claims). If charge costs are used, postings will also be created for
the debit posting type M69 (Cost Sold Charges) and the credit posting type M70 (Contra
Account, Cost of Sold Charges).
- If VAT is not used, postings are created with the credit posting type M68 (Non Taxable
Charges) and the debit posting type IP2 (Customer Claims). If charge costs are used,
postings will also be created for the debit posting type M69 (Cost Sold Charges) and the
credit posting type M70 (Contra Account, Cost of Sold Charges).
- Consignment handling only: If requested the charge line will not appear on the invoice.
The charges will instead only appear on an order confirmation, if requested.
Window
Customer Order
Customer Order Charges
Sales Quotation
Deliver Customer Orders
Deliver Customer Order Lines
Deliver Customer Order with
Differences
Deliver
Customer Order Line with Differences
Create Customer Invoices
Customer Self-Billing Invoice
Related Window Descriptions
Customer Order
Customer Order/Charges
Customer Order Charges
Sales Quotation
Sales Quotation/Charges
Deliver Customer Orders
Deliver Customer Order Lines
Deliver Customer Order with Differences
Deliver Customer Order Line with
Differences
Create Customer Invoice
Customer
Self-Billing Invoice
Procedure
For customer orders:
- In the Customer Order window, click the
Charges
tab, and then create a new record. If you are using another window,
right-click and then click Add Charges (or
right click and then click Customer Order if you are using
Customer Order Charges
and the Customer Order will be displayed. Click
the appropriate tab, and then create a new record).
- In the Charge Type field, specify the charge type by using the List of Values or by
entering the proper short code. Depending on how the charge type is defined, values will
automatically be entered in different columns.
- If
you want to enter or
alter the charge amount, edit either the Charge Price/Curr or the Charge Price/Base
field. The Chrg Price incl Tax/Curr and the Chrg Price incl Tax/Base fields are non-editable. A change in one of these
fields will simultaneously update the other. If you selected the Use Price
incl Tax
check box in the Customer Order/Misc Order Info tab,
it is possible to enter or alter the
Chrg Price incl Tax/Curr field
or the Chrg Price incl Tax/Base field. The Charge Price/Curr
and the Charge
Price/Base fields are non-editable. A change in one of these fields
will simultaneously update the other.
- 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.
For sales quotations:
- In the
Sales Quotation window, click the
Charges
tab, and then create a new record.
- In the Charge Type column, specify the charge type by using the List of Values or by
entering the proper short code. Depending on how the charge type is defined, values will
automatically be entered in different columns.
- If
you
want to enter or alter the charge amount, edit either the
Charge Price/Curr or the
Charge Price/Base field. The Chrg Price incl Tax/Curr and the
Chrg Price incl Tax/Base fields are non-editable. A
change in one of these fields will simultaneously update the other.
If you selected the Use Price incl Tax check box in the
Sales Quotation/Misc Quotation Info tab,
it is possible to enter or alter the
Chrg Price incl Tax/Curr
field
or the Chrg Price incl Tax/Base field. The Charge Price/Curr
and the Charge
Price/Base fields are non-editable. A change in one of these columns
will simultaneously update the other.
- 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.
Optional Steps (remember to save your entries):
- The Unit Charge check box will
be either selected or cleared based on the default value for the charge
type. You can change this value if required.
Note: When the Unit Charge check box has been selected, if the
sales quantity is changed in the Quotation Lines tab or in the
Order Lines tab, then the
sales quantity, , will get changed automatically in the
Charges
tab.
- If you want the charge to be connected to a specific customer order line you should
enter this in the Connect to Line No field.
Also, if the entered charge type has the
Unit Charge check box selected, then you must enter the appropriate
order line or the quotation line in the Connect to Line No
field.
If you just want the charge to be connected
to the customer order, leave the field open.
- Optionally, you can alter the value in the Charged Qty field.
- If desired, you can change the tax in the Tax
Code field by using the List of Values or
by entering the proper short code.
- When handling consignments, if you do not want the charge line(s) to appear on the
invoice you must select the Collect check box.
Note: If the entered charge type has the Unit Charge check box
selected, and need to be connected to a package part, the charge should be
connected to the package part and not to the individual component parts.