Enter Additional Costs on Invoices
Overview
You use the Additional Costs tab on the Invoice Entry form to add costs such as handling charges, service charges, and duty. You can expense costs or prorate them to received items.
You can:
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Specify how to prorate new additional costs or reprorate the costs if you return the items.
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Allocate new additional costs (added to the invoice) to one or more receipts.
To enter additional costs:
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Open Purchase Orders > P/O Transactions > Invoice Entry.
Click here for help on Invoice Entry fields.
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On the Invoice tab, enter or edit vendor and receipt information, along with invoice quantities.
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Choose the Additional Cost tab to add charges to the invoice.
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On the Additional Costs tab:
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Click in the additional cost detail entry grid and enter or edit the additional cost details.
Either click the Cost/Tax button or press the F9 key to display all the information for a selected detail on a separate form and to edit tax classes or the tax included fields for the detail, . Type the customer number or select it from the Finder.
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Choose to prorate each additional cost by quantity, cost, or weight.
To prorate additional costs for a single receipt:
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Select the additional cost on the Additional Cost entry grid.
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Press F9 to open the Detail Costs/Taxes form.
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Click the Zoom button beside the Distribute Proration field.
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Distribute the additional cost (and billing rate for billable details).
To prorate additional costs for several receipts:
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Select the additional cost on the Additional Cost entry grid.
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Press F9 to open the Detail Costs/Taxes form.
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Click the Dist. Cost button to display the Cost Allocation form. (The Zoom button beside the Distribute Proration field will be dimmed.)
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Highlight the receipt you want, and click the Zoom button in the column heading to display the Distribute Proration form.
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Distribute the additional cost (and billing rate for billable details).
If you are adding additional costs for non-inventory items, you must choose No Proration. If you choose to prorate by quantity, cost, or weight, the program will display an error message and prevent you from posting the receipt.
For more information on prorating additional costs, see Calculating prorated additional costs.
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To delete a detail, select it, and then click Delete. If a message appears asking you to confirm the deletion, click Yes.
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Check the Invoice total on the Totals tab.
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Click the Post button to post the invoice.