Use this subtask to include additional charges for a sales order line item. The Charge Type amounts will be 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 will be printed on the sales order acknowledgment, packing slip, DD250 forms, and invoice. You can print the code for the line charge on the forms.
Enter line charges, which are a part of the sales order line totals, with the relevant sales order line data.
These non-editable fields default from the main sales order screen.
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 description of the selected Charge Type.
Enter the amount for this Charge Type up to a maximum of 99,999,999.99. The amounts for all charge types will be summed and included as a part of the Total Line Amount. If you are using Costpoint Multicurrency, this column header will contain the prefix "Trans Currency." Each line item amount will be specified in that particular transaction 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 changed. When Taxable is "Y" (Yes), tax will be calculated. "N" (No) indicates the charge is non-taxable. This is a required field.
The system automatically calculates the sales tax/VAT amount 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 code entered for the sales order line. If you are using Costpoint Multicurrency, this column header will contain the prefix "Trans Currency." Each line item amount will be specified in that particular transaction currency. You cannot edit this field.