Costpoint Online Help

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Misc Charges Tab

Use this tab to enter miscellaneous charges that you want to print and post on your milestone/percent complete bills.

You can include up to three of these additional charges on a bill. Each appears on a separate line in the footer of the bill and is added to the Current Amt Due to form the Invoice Total. Commonly used miscellaneous charges are shipping and handling. The Previous Amt Billed does not include miscellaneous charges; you must manually keep track of any previously billed miscellaneous charges.

You must first set up miscellaneous charges on the Manage Other Charges screen. The other charge code created on that screen is used in this tab. The charge description, account, and organization are all linked to this code. You can also use this tab to apply sales tax/VATs to the invoice. By designating a sales tax code, you can apply sales tax to your invoice line total. You can create tax codes on the Manage Sales or Value Added Taxes screen.

Other Charges

Field Description
Code

Enter, or click to select, a valid other charge code. To create a new charge code, use the Manage Other Charges screen.

Description

This field displays the description of the other charge code as it was set up on the Manage Other Charges screen. This field can be modified.

Amount

Enter the amount of this charge.

Tax Information

Use this group box to control the sales and value added tax that is applied to the line subtotal, which is the sum of the Current Amt Due column. Sales tax is printed in the footer of the bill. As with the Miscellaneous Charges, the Previous Amt Billed for sales tax is not stored. Tax is applied on the total invoice before retainage and other charges are applied.

Field Description
Tax Code

The default tax code for this field, if any, will be updated using the following logic:

  1. First, Costpoint looks in Manage Project Billing Information (PROJ_CUST_SETUP) for the project and customer assigned. If a record exists in this table, then Costpoint gets the address code. Using the combination of project/customer/address code, the system gets the sales tax code from the Manage Customer (CUST_ADDR) table.
  2. If no record is found in Manage Project Billing Information (PROJ_CUST_SETUP), the system gets the sales tax code from the Manage Customer (CUST_ADDR) table where S_BILL_ADDR_CD = D for the given customer ID.

You can enter or override the sales tax code, or click to select a valid sales tax/VAT code. You can enter tax codes on the Manage Sales or Value Added Taxes screen.

Tax Exempt ID

If a tax exemption ID exists for this customer, the value defaults in to this field. This ID is entered on the Manage Customers screen. You can modify this field.

Rate

This non-editable field displays the rate for the sales tax/VAT code.

Amount

This field displays the result of multiplying the sales tax/VAT rate by the invoice Line Subtotal field located in the footer of the main screen. Note that the Line Subtotal is the sum of the Current Amt Due column and includes only those line amounts found in the table window. It does not include retainage or miscellaneous charges. This field can be modified.

Calculate Tax After Retainage

Select this check box if you would like the tax on milestone/percent complete bills to be calculated on the amount due after retainage has been deducted. If you leave this check box cleared, the tax is calculated on the amount before the retainage is deducted.