Add Miscellaneous Charges
Overview
Miscellaneous charges are charges added to invoices or credit notes for costs other than for items purchased or returned. For example, miscellaneous charges can include postage, shipping, assembly, and restocking charges.
If you use multicurrency accounting, you need to specify a currency code for each miscellaneous charge. You can use the same miscellaneous charge code for charges in different currencies.
Before
adding
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Add the general ledger revenue accounts to which amounts generated by miscellaneous charges are posted.
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Determine the tax authority and class for each miscellaneous charge.
To add miscellaneous charges:
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Open Order Entry > O/E Setup > Miscellaneous Charges.
Click here for help on Miscellaneous Charges fields.
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If you do not use multicurrency accounting, type the code you want to use in the Miscellaneous Charge Code field or select it using the previous/next buttons (
).
If the field is not clear, click the New icon next to the Miscellaneous Charges field, then type the code you want to use. (If you are displaying an existing miscellaneous charge, you can “copy” it to a new code by typing the new code over the displayed code, making any changes you need to the information, and adding the record.)
If you use multicurrency accounting:
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Click the New icon in the button group on the right side of the form.
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Type the currency code or select it from the Finder.
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Type the code you want to use.
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Type a description for the charge.
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If the charge has a standard amount, type the amount.
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Type the general ledger account number to use for the revenue account or choose the account number from the Finder.
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If you use Project and Job Costing, and you are also using this charge for job-related orders:
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Select the Allow For Jobs option.
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Specify an account for recording the miscellaneous charge expense.
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If you use Optional Fields, click the Zoom button (
), choose the optional fields that apply to
this charge, and (optionally) enter default optional field information. -
Select the tax authorities and sales tax classes that apply to the charge.
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Click Save to add the charge.