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.
Line charges are a part of the invoice line totals and should be entered along with the relevant invoice line data.
These non-editable fields default from the main invoice screen.
Enter, or use Lookup to select, the applicable charge type code for this item. The line charge type entered on the sales order will be the default and can be edited as necessary. You must have already established the charge type in the Sales Order Line Charge Types screen.
This field displays the charge type description when you select the Charge Type.
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. The amount as entered on the sales order will be the default and can be edited as necessary. If you are using Costpoint Multicurrency, this field will display the prefix "Trans Currency."
This field displays the taxable status for this Charge Type from the status assigned to the code in the Sales Order Line Charge Type screen, but you can change it. 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 is as follows: Line Charge Amount times the associated Sales Tax/VAT Rate. The system retrieves the tax rate set up for the sales tax code entered on 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."