to select, a valid other charge code.
To create a new charge code, use the Maintain Other Charges screen (Projects » Billing » Controls).Use this subtask 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 will appear 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 in the Maintain Other Charges screen (Projects » Billing » Controls). The other charge code created on that screen will be used in this subtask. The charge description, account, and organization are all linked to this code. You can also use this subtask 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 in the Maintain Sales/Value Added Tax screen (Others » System Administration » System Codes).
This non-editable field displays the project ID from the main screen. The field to the right displays the project name from the main screen.
This non-editable field displays the customer ID from the main screen. The field to the right displays the customer name from the main screen.
This non-editable field displays the company-wide invoice number from the main screen.
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 will be calculated on the amount before the retainage is deducted.
Enter, or use to select, a valid other charge code.
To create a new charge code, use the Maintain Other Charges screen (Projects » Billing » Controls).
This field displays the description of the other charge code as it was set up in the Maintain Other Charges screen (Projects » Billing » Controls). This field can be edited.
Enter the amount of this charge.
Use this group box to control the sales and value added tax that will be 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.
Enter, or use to select, a valid sales tax/VAT code.
You can enter tax codes in the Maintain Sales/Value Added Tax screen (Others » System Administration » System Codes).
The default for this field is the tax code, if any, that was entered for
this customer in the Maintain Customer screen (Accounting
» Accounts Receivable » Customer Info).
If a tax exemption ID exists for this customer, the value will default to this field. This ID is entered in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info). You can edit this field.
This non-editable field displays the rate for the sales tax/VAT code.
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 edited.
Click this button to open the Customs Info subtask, where you can view and edit customs information for the selected bill row. Included edits are destination country, delivery terms, mode of transportation, and supply date.