Use this screen to set up codes for miscellaneous line charges that can appear on a purchase order, requisition, or sales order. Miscellaneous charges are generally items ordered that are not classified as parts, services, or goods. These charges can include items such as freight, shipping, and delivery. This screen will default the same settings as the Sales Order Line Charge Types screen in Costpoint Sales Order Entry, and vice versa.
Set up this function when Costpoint Purchasing, Procurement Planning, and Sales Order Entry is initialized and maintain it as necessary to include codes for new charges or changes to existing charges. You must establish miscellaneous charge types in this function before they can be entered on a purchase order, requisition or sales order.
Enter a purchase order 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 detailed description of the miscellaneous line charge type code containing up to 30 alphanumeric characters. When the code is entered on the purchase order line or requisition line, this code description will be displayed and can be edited as necessary.
Enter the unit of measure.
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. Miscellaneous line charges can be entered on a purchase order, or as additional charges for a PO line item in the Line Charges subtask in the Enter Purchase Orders screen in Costpoint Purchasing. Similarly, miscellaneous line charges can be entered 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 that has already been established in the Maintain Accounts table. 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 subtask 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 table. 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 subtask 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 default industry classification for this charge type. You can maintain industry classifications in the Purchasing Controls menu and in the Product Definition Controls menu of Costpoint Product Definition. You can also assign industry classification codes in the Classification subtask of the Maintain Vendors screen to establish the vendor size relative to certain industry classifications.
Select this checkbox to indicate that overshipments are allowed 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 when this charge type is ordered on a purchase order line. If you do not select this checkbox, the default will not allow overshipments. In other words, the quantity received will not be allowed to exceed the quantity ordered. You can override 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, when this charge type is ordered on a purchase order line. If you do not select this checkbox, a quality control inspection is not required for the charge type. This default can be overridden on the purchase order line if necessary.
Select this checkbox to indicate that the line charge type is taxable or leave it blank to provide a non-taxable default. This checkbox provides a default value for the Taxable status of the miscellaneous charge type entered on the purchase order line. This default can be overridden during purchase order entry.
Select the default value that determines the method for calculating purchasing commitments for this miscellaneous charge type. You can override 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 quantity, received quantity, vouchered, and posted quantity.
This is the system default and will calculate purchasing commitments for this line charge type based on the amount ordered, vouchered, and posted to the General Ledger.
These fields contain the match type and match option for each of the different item types within the system. These values default to the purchase order line. For parts, services, and goods, you cannot maintain these values at the Purchase Order line. For miscellaneous items, you can override the default at the Purchase Order line.
The match type indicates whether there will be a 2-way (2) match between the purchase order quantity and the invoice quantity, or a 3-way (3) match among the purchase order quantity, the accepted quantity plus the rejected-pay quantity, and the invoice quantity.
When there is a 3-way match, the match option indicates whether there will be individual (INDIV) matching of invoice quantities against individual receipt accepted quantities, or total (TOTAL) matching of invoice quantities against the cumulative purchase order accepted quantities.
Individual (INDIV) matching can happen only if 3-way matching has been selected. If 2-way matching is selected, the match option will always be TOTAL.
Use the options in this group box to set default values for miscellaneous sales order line charges. Similar to purchase orders and requisitions, miscellaneous SO line charges can be entered 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 in Costpoint Sales Order Entry as the default on the sales order line when a miscellaneous charge code is entered. You can change the sales abbreviation during order entry, if necessary.
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 Ln Chg Type field in the Enter Sales Orders screen in Costpoint Sales Order Entry, 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 Ln 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 this radio button is not selected, then either the Taxable or Non-Taxable radio button must be selected 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 this radio button is not selected, then either the Non-Taxable or Use Sales Order Default radio button must be selected as the tax status.
Select this radio button to make the sales order line taxable when the miscellaneous charge type code is entered. If this radio button is not selected, then either the Taxable or Use Sales Order Default radio button must be selected as the tax status.