Use this subtask to enter any additional charges that need to be applied to the voucher line. Charges such as freight, tooling, and training are a few examples. These costs will become part of the total cost of this voucher line. Line Charges from the Enter POs screen in Costpoint Purchasing that have not already been vouchered will automatically default, but can be changed if necessary.
Use this subtask when line charges are needed for a voucher line and maintain it when changes are made to existing voucher line charges.
These non-editable fields default from the main screen.
Enter, or use Lookup to select, a valid charge type. The charge type must be established in the PO Line Charge Types screen in Costpoint Purchasing. This is a required field.
This non-editable field displays the description of the charge type.
Enter the value for this charge type. This amount should not include any sales or use tax. This amount must be greater than zero and less than 12 digits to the left of the decimal. The total amount for all line charges entered displays on the main screen as the Line Charge Cost Amount.
This field displays the Taxable default from the Line Charges subtask in the Enter POs screen in Costpoint Purchasing for this charge type, but it can be changed if necessary. A "Y" (Yes) indicates that tax will be calculated for this charge type. "N" (No) indicates that tax will not be calculated for this charge type. This is a required field.
This field displays "S" to apply sales tax or "U" to apply use or reverse tax to the selected line charge that will be added to the PO voucher line. The value in this field must be the same as the Sales/VAT or Use/Reverse Tax for the PO voucher line. If the Taxable field is "Y" (Yes) and this field is populated, then the Sales/VAT Tax or Use/Reverse Tax amounts will be calculated, respectively.
The system calculates the sales tax amount when the Sales/VAT or Use/Reverse Tax column on the main screen is set to "S." The calculation follows: Amount times Tax Rate from the voucher line (the Header Information subtask for miscellaneous voucher lines or the Ship ID for PO lines). You can change this field if necessary. You may need to change it in cases where the calculated amount and the amount from your vendor invoice differ due to rounding differences. The total sales and VAT tax amounts for all line charges entered will be displayed on the main screen as the Line Charge Sales/VAT Tax Amt.
The system calculates the use or reverse tax amount when the Sales/VAT or Use/Reverse Tax column on the main screen is set to "U." The calculation follows: Amount times Tax Rate from the voucher line (the Header Information subtask for miscellaneous voucher lines or the Ship ID for PO lines). You can change this field if necessary. You may need to change it in cases where the calculated amount and the amount to accrue differ due to rounding differences. The total use and reverse tax amounts for all line charges entered will be displayed on the main screen as the Line Charge Use/Reverse Tax Amt.
The total amount is automatically calculated by the system and cannot be edited. The calculation follows: Amount plus Tax Amount.
Enter "Y" (Yes) to apply the Discount Percent (in the Header Information subtask) to the Total Amount for this line charge. Whether or not you apply the discount percentage affects the Discount Amount and Total Amount fields for the PO voucher line in the main screen table window.