Use this screen to set up codes for miscellaneous line charges that appear on a purchase order, requisition and/or a sales order. Miscellaneous line charges are generally items that are not classified as parts, services, or goods; for example, freight, shipping, and delivery. This screen will default the same settings as the PO Line Charge Types screen in Costpoint Purchasing, and vice versa.
Set up this screen when initializing Costpoint Purchasing, Costpoint Procurement Planning, and/or Costpoint Sales Order Entry, and maintain as needed. You must establish miscellaneous line charge types before you can enter them for a purchase order, requisition and/or a sales order.
Enter a line charge type code containing up to six alphanumeric characters. The code can be an acronym or an abbreviation for the miscellaneous charge type being entered. This is a required field.
Enter a description of the miscellaneous line charge type code containing up to 30 alphanumeric characters. When you enter the code on the purchase order line or requisition line, this code description displays and can be edited as necessary.
Enter, or use Lookup to select, a valid unit of measure for the item. The selling unit of measure established for the item in the Basic Part Data, Services, or Goods screens in Costpoint Product Definition will display as the default value and can be changed. The unit of measure code must exist in the Units of Measure table.
Use the fields in this group box to select default values to apply when this charge code is entered for new purchase order lines and/or requisition lines. You can enter miscellaneous line charges on a purchase order, or as additional charges for a PO line item (in the Line Charges subtask) in the Enter POs screen in Costpoint Purchasing. Similarly, you can enter miscellaneous line charges on a requisition, or as additional charges for a requisition line item (in the Line Charges subtask) in the Enter Requisitions and Requisition Processing screens in Costpoint Procurement Planning.
Enter, or use Lookup to select, a valid, active account already established in the Maintain Accounts screen in Costpoint General Ledger. When you enter the charge code for a new miscellaneous PO line (in the Misc Type field in the Enter POs screen), this account will serve as the default on the Account Distribution line in the Enter POs screen only when a project exists for the PO line, and if account, org or inventory abbreviation information does not already exist for the PO line. Once you select an account, the corresponding account name displays in the adjacent field.
Enter, or use Lookup to select, a valid, active account that has already been established in the Maintain Accounts screen in Costpoint General Ledger. When you enter the charge code for a new miscellaneous PO line (in the Misc Type field in the Enter POs screen), this account will serve as the default on the Account Distribution line in the Enter POs screen only when a project account, org or inventory abbreviation does not already exist for the PO line. Once you have selected an account, the corresponding account name will display in the adjacent field.
Enter, or use Lookup to select, the industry classification code associated with the line charge. This industry class code will default for new miscellaneous PO lines. Industry classifications are set up in Costpoint Purchasing and Product Definition. You can also assign industry classification codes in the Vendor Classification Codes subtask of the Maintain Vendors screen in Costpoint Purchasing to establish the vendor size relative to certain industry classifications.
Select this checkbox to allow overshipments when this charge type is specified on the purchase order line. This checkbox provides a default for the Overship field in the Enter POs screen in Costpoint Purchasing when this charge type is ordered on a purchase order line. If you do not select this checkbox, the default will not allow overshipments; therefore, the quantity received cannot exceed the quantity ordered. You can change this default on the purchase order line if necessary.
Select this checkbox to require quality control inspection for the charge type ordered. This checkbox provides a default value for the QC Insp Reqd field in the Enter POs screen in Costpoint Purchasing, when this charge type is ordered on a purchase order line. Leave this checkbox blank if a quality control inspection is not required for the charge type. You can change this default on the purchase order line if necessary.
Select this checkbox to indicate that the line charge type is taxable and to provide a default value for the Taxable status of the miscellaneous charge type entered on the purchase order line; or leave it blank to provide a non-taxable default. You can override this default during purchase order entry.
Use the options in this group box to select the default value that determines the method for calculating purchasing commitments for this miscellaneous charge type. You can change this value on the purchase order line if necessary.
Select this radio button to calculate purchasing commitments for this line charge type based on the ordered, received, vouchered, and posted quantities.
Select this radio button to calculate purchasing commitments for this line charge type based on the amount ordered, vouchered, and posted to the General Ledger. This radio button is the system default.
Select "2" from the drop-down box to default the PO voucher match with the order quantity or "3" to default the match with the accepted quantity. In the unlabeled field to the right, select "INDIV" to match against individual receipt acceptances or "TOTAL" to match against PO acceptances.
Use the options in this group box to set default values for miscellaneous sales order line charges. Similar to purchase orders and requisitions, you can enter miscellaneous SO line charges on a sales order, or as additional charges for a sales order line item (in the Line Charges subtask) in the Enter Sales Orders and Sales Order Supervisor screens.
Select this checkbox to use the value in the Sales Group Abbrev field in the Header Accounts subtask of the Enter Sales Orders screen as the default on the sales order line when a miscellaneous charge code is entered. You can change the sales abbreviation during order entry.
Enter, or use Lookup to select, a valid, active sales group abbreviation code. When you enter the charge code for a new miscellaneous SO line (in the Misc Line Chg Type field in the Enter Sales Orders screen, this sales abbrev code will default only when a project exists for the SO line. The sales abbrev can be changed during sales order entry.
Enter, or use Lookup to select, a valid, active sales group abbreviation code. When you enter the charge code for a new miscellaneous SO line (in the Misc Line Chg Type field in the Enter Sales Orders screen), this sales abbrev code will default only when a project does not exist for the SO line. The sales abbrev can be changed during sales order entry.
Use the options in this group box to select the method in which newly added miscellaneous sales order line charges should be taxable or non-taxable in the Enter Sales Orders or Sales Order Supervisor screens.
Select this radio button to have miscellaneous sales order line charges default with the taxable status of the sales order header. When you enter the charge code for a new miscellaneous SO line in the Enter Sales Orders main screen or the Line Charges subtask, the Taxable field will default with the value of the Taxable checkbox in the Header Information subtask. If you do not select this radio button, you must select either the Taxable or Non-Taxable radio button for all order lines that use this miscellaneous code.
Select this radio button to make the sales order line taxable when the miscellaneous charge type code is entered. If you do not select this radio button, you must select either the Non-Taxable or Use Sales Order Default radio button as the default tax status.
Select this radio button to make the sales order line taxable when the miscellaneous charge type code is entered. If you do not select this radio button, you must select either the Taxable or Use Sales Order Default radio button as the default tax status.