Use the Miscellaneous Charge Code Maintenance screen to create and edit Miscellaneous Charges.
Pre-Requisites
Step-by-Step Guide
- Access the Master module.
2. Click Sales.
3. Click Miscellaneous Charge.
4. Click Insert (top right).
5. Specify a Miscellaneous Charge Code value. For example: FREIGHT
6. Specify a Description value. For example: Freight Charge.
7. Optional: Select any of the additional check boxes for the new Miscellaneous Charge.
| Freight | Check this box to indicate the miscellaneous item is identified as freight. The Export to Agri Stats form will use this to identify Freight item. |
| Item Required | Check this box to require the user to specify an item code when entering a miscellaneous charge item in adjustment entry |
| Item GL | Check this box to use the GL account of the item required to post to the GL. |
| Adjust Inventory | Check this box 'when using Item Required' to adjust the inventory for 'the Item Required' when entered on a debit memo |
| Adjust Dollars | Check this box to accumulate the items dollars to the totals of the sales reports |
| Adjust Quantity | Check this box to accumulate the items units to the totals of the sales reports |
| Adjust Rebates | Check this box 'when using Item Required' to calculate a rebate entry for the item when the system is configured to use rebates. |
| Broker Allowance | Check this box when using broker pricing and the miscellaneous charge item is used as an allowance for a broker instead of the customer of the invoice. |
| Post Qty | Check this box 'when NOT using Item Required' to include the miscellaneous charge item units in the distribution report. The units will only post to GL when the GL account is set to track units. |
8. Click Save.
NOTE: (It will not allow you to proceed to the GL portion unless Save is clicked first.
9. Click Insert (bottom right).
9. Select a G/L Account that the Miscellaneous Charge should post to.
The selected G/L Account automatically determines the Company & Division. One G/L Account is require for each Company/Division combination that will utilize this Miscellaneous Charge Code.
10. Click Save.
