Use this subtask to include additional charges for an invoice line item. The Charge Type amounts are summed and included as a part of the Total Line Amount. The description for the line charge, the line charge amount, and any applicable sales tax are printed on the DD250 form and invoice. You can print the code for the line charge on the forms. If you are using Costpoint Multicurrency, column headers will contain the prefix "Trans Currency" where appropriate, and amounts will be specified in that transaction currency.
Enter line charges, a part of the invoice line totals, with the relevant invoice line data.
These non-editable field default from the main screen.
This field displays the default value for the line charge type as entered on the sales order. Enter, or use Lookup to select, the applicable charge type code for this item. You must have already established the charge type in the Sales Order Line Charge Types screen.
This non-editable field displays the charge type description when you select the Charge Type.
This field displays the amount entered on the sales order, but you can edit it. Enter the amount for this charge type up to a maximum of 99,999,999.99. The amounts for all charge types are summed and included as a part of the Total Line Amount. If you are using Costpoint Multicurrency, this field will display the prefix "Trans Currency."
The taxable status for this charge type defaults from the status assigned to the code in the Sales Order Line Charge Type screen and can be overridden if necessary. When Taxable is "Y" (Yes), tax is calculated. "N" (No) indicates the charge is non-taxable.
This non-editable field displays the sales tax amount automatically calculated by the system when the Taxable column is set to "Y" (Yes). The calculation follows: Line Charge Amount times the associated Tax Rate. The system retrieves the tax rate set up for the sales tax/VAT Code entered on for the sales order line. If you are using Costpoint Multicurrency, this field will display the prefix "Trans Currency."
This non-editable field displays the total amount calculated by the system. The total amount is the sum of the miscellaneous amount and applicable sales tax amounts. If you are using Costpoint Multicurrency, this field will display the prefix "Trans Currency."