Setting Up Purchase Charges—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Enter Supplier

Purpose: The purpose of this exercise is to show you how to create a supplier record that will be used in the exercises below.

Windows:
Supplier

  1. Enter the following supplier: XX–150 Michelin.
  2. Save your changes.

General exercise for Supplier

Main Exercises

Purpose: The purpose of this lesson is to show you how to set up the basic data needed for purchase charge costs. You will also learn how to connect a charge as the default value to a specific supplier.

Windows:
Procurement Basic Data/Purchase Charge Groups
 Procurement Basic Data/Purchase Charge Types
Supplier/Purchase/Charges

Enter Charge Group

  1. Open the Procurement Basic Data window.
  2. Click the Purchase Charge Groups tab.
  3. Create a new record (F5).
  4. In the Charge Group field, enter XXFREIGHT.
  5. In the Description field, enter Freight.
  6. In the Level field enter the level for which charges should be applied (Level = 0 is default).
  7. Select the language code for any additional language that you want to use and enter the translation of Freight.
  8. Save your changes (F12).
  9. Repeat the above steps to enter the following additional charge groups: XXPACK - Package, and XXINSP - Inspection.

Enter Charge Type and Connect it to a Charge Group

  1. Open the Procurement Basic Data window.
  2. Click the Purchase Charge Types tab.
  3. Create a new record.
  4. In the Charge Type field, enter the XXAIR.
  5. In the Description field, enter Airfreight Charges.
  6. In the Charge Group field, select XXFREIGHT from the List of Values.
  7. Select the Use Price Incl Tax check box if the tax calculation basis is the charge price including tax.
  8. In the Charge Amount field, enter an amount if you want a default value to be copied to the charge line.
  9. Instead of entering a charge amount, you can enter a charge percentage that is applied to the purchase amount, for connected purchase order lines or for the whole order.
  10. The specified charges are added per unit. In the Price U/M field, select an appropriate sales unit of measure from the List of Values.
  11. Optionally, click a value in the Distribute Charge By list to indicate whether charges will be distributed per line, per amount, per weight or per volume.
  12. Optionally, select the Distribute Per Receipt check box to indicate whether the charge will be further distributed per receipt. This is possible if you have specified the Distribute Charge By per amount, per weight or per volume.
  13. Select the Print Charge Amount check box if you want the charge to be printed on the purchase order reports.
  14. Select the Intrastat Exempt check box if you want to exclude the specified purchase charge type from Intrastat reports.
  15. Optionally, select the language code for an alternate language and enter the translation of Airfreight.
  16. Save your changes (F12).
  17. Repeat steps 1–13 to enter the following additional charge types: XXTRUCK - Truck Freight Charges, and XXPARCEL - Parcel Charges.

Enter Supplier with Charge Connected

  1. Open the Supplier window.
  2. Click the Purchase tab and then the Charges tab.
  3. Connect your previously created charge type (XXAIR) with the supplier you created above (XX–150) on your own site.
  4. Optionally you can set up the charge to be entered under certain conditions regarding purchase amounts. If so, enter values in the minimum and maximum Order Amt/Base fields to set the rules for the conditions.