Enter Sales Charge Type

Explanation

The information entered here can be seen as default values, i.e., you have the possibility to alter these values at a later time when entering the customer order. However, before entering the different charge types, you need to enter the sales charge groups or use charge groups that already exist.

A charge group is used for putting charge types into different categories and is entered in Sales Basic Data/Sales Charge Group. In this window you should enter the sales charge types and connect each one to the appropriate sales charge group.

For instance, this could mean that you have a charge group called 'Freight' with different forwarding agents (charge types) connected to it. The charge type is then possible to use on the charge line on a customer order.

If you want the charge to be described in a specific language, you can enter the proper language code and description in the lower part of the window.

Note that the information entered here is unique per site and charge type combination, meaning that each site must have its own charges entered. In accounting, it is possible to rule postings for the same.

For example, if Company A has entered the charge type 'Freight' for Site 1, Site 2, etc., it is possible to setup postings for the unique combination of site and charge type. Therefore, the user can for example, setup two different code part values (e.g. two accounts) for Freight + Site 1 and Freight + Site 2.

Prerequisites

A sales charge group, with desired charge type category, must have been entered in the Sales Basic Data/Sales Charge Group tab.

System Effects

• A sales charge type is entered in the system and connected to a specific charge group.
• If charge type category is Other, sales charge price and/or sales charge cost will be calculated according to entered conditions.
• If charge type category is not equal to Other, charge price and/or cost will be calculated according to algorithm for pack size price list, freight price list and sales promotion.
• If the Use Price Incl Tax check box is selected, then only the Charge Price Including Tax field is editable and the Charge Price field is not editable. The charge price is calculated based on the value entered for the charge price including tax and the tax code. If the Use Price Incl Tax check box is not selected, then only the Charge Price field is editable and the Charge Price Including Tax field is not editable. The charge price including tax is calculated based on the value entered for the charge price and the tax code. The default value is fetched from the site which is connected to the charge type.

Window

Sales Charge Type
Sales Basic Data

Related Window Descriptions

Sales Charge Type
Sales Charge Type/General
Sales Charge Type/Description
Sales Basic Data

Procedure

1. Open the Sales Charge Type window.
2. Create a new record.
3. Enter the short code in the Charge Type field.
4. Enter the description of the charge type in the Description field.
5. Specify site.
6. In the General tab, enter the appropriate charge group by using the List of Values or enter the proper short code in the corresponding fields. The charge type category is given via selected charge group. If the charge type is to be used in freight price lists, the charge type category should be Freight. If the charge type is to be used in pack size price lists, the charge type category should be Pack Size. If the charge type is to be used in sales promotions, the charge type category should be Promotion.
7. In the Sales UoM field, enter the unit of measure to be used in the charge lines.
8. Enter a charge price if you wish.
9. Enter a tax code or tax class, either by using the List of Values or by entering the proper short code. However, if the charge type category is pack size or promotion, a tax code or tax class having the tax percentage as zero, must be specified.
10. Enter the charge percentage, charge cost and charge cost percentage.
11. If the charge should be taxable, select the Taxable check box.
12. If the company tax regime is VAT, you may enter the charge including the VAT amount. If the Use Price Incl Tax check box is selected, the tax code and the taxable values are specified. If the tax class is specified, the Charge Price Incl Tax field will show the same value as the charge price.
13. Select the Intrastat Exempt check box to exclude this charge from Intrastat reports.
14. Select the Unit Charge check box, if the specified charge amount is for a single unit of the sales part or if the charge type is to be connected to a pack size charge list. If the charge type category is given as pack size, this will automatically get selected.
15. Save when completed.

The following steps are optional:

1. In the Descriptions tab, enter the language code in the Language Code field by using the List of Values or enter the proper short code.
2. In the Description field, enter the charge type description used by the corresponding language code.
3. Save.