Line Charges

Enter, or use Lookup to select, a valid charge type.

The charge type must be established in the PO Line Charge Types screen.

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 default value from the Taxable field in the Line Charges subtask in the Enter POs screen (Materials\Transactions\Purchase Orders) for this charge type, but it can be changed if necessary.

A "Y" (Yes) indicates that tax will be calculated for this charge type. An "N" (No) indicates that tax will not be calculated for this charge type.

The line of the voucher being entered is either taxable or not taxable. If the item is taxable and the vendor has charged sales or value added tax (VAT) on the invoice, enter an "S."

However, if the item is subject to tax, and the vendor did not charge sales tax on the invoice, you are still responsible for paying the tax to the state or province. This tax is referred to as use or reverse tax. The only difference between sales (VAT) tax and use or reverse tax is who pays it to the state or province. The company pays the sales (VAT) tax to the vendor, who then remits it to the state or province. The company pays use or reverse tax directly to the state or province. If you enter a "U" here, the system will accrue the use or reverse tax applicable to the line item by multiplying the cost amount by the tax rate associated with the tax code entered. The use or reverse tax amount is posted as an accrual when the voucher distribution journal is posted to the General Ledger.

If this voucher line is non-taxable, enter an "N."

The system calculates the sales tax amount when the Taxability field on the main screen is set to "Sales." The calculation follows: amount times tax rate from the voucher line. 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 display on the main screen as the Line Charge Sales/VAT Tax Amt.

The system calculates the use or reverse tax amount when the Taxability field on the main screen is set to "U" (Use). The calculation follows: amount times tax rate from the voucher line. 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 is non-editable.

The calculation follows: amount plus tax amount.

Enter a "Y" (Yes) to apply the value in the Discount Percent field (in the Header Info tab) 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.

Select this pushbutton to load line charges from the PO line charges.

Select this pushbutton to recalculate the line charge sales or the use tax amount.