Modify Purchase Charges/Landed Costs

Explanation

In the Supplier/Purchase/Charges tab, you have the option to define charge costs for a specific supplier. In the Supplier for Purchase Part/Charges tab, you have the option to define charge costs for a supplier for purchase parts. If you are using any of these options, a charge line will be automatically entered when you have entered either a purchase order with the correct supplier or the appropriate combination of purchase part and supplier. In any or both of these cases, you still have the option to modify the entered charge line by altering the amount, distributing the charges in different ways, etc.

Prerequisites

• A charge type must have been entered in the Procurement Basic Data/Purchase Charge Types tab.
• A purchase order header must have been entered in the Purchase Order window.
• For a charge line to be automatically entered, a charge type must have been entered for a supplier (Supplier/Purchase/Charges tab) or a supplier for purchase part (Supplier for Purchase Part/Charges tab).

System Effects

• A charge line is modified.
• When an incoming supplier invoice with charges has been entered and saved in Manual Supplier Invoice, postings are created for the charges. This means that postings are created for the credit posting type IP1 (Supplier Debts, Invoice) and the debit posting types M65 (Purchase Charges, Non-Inventory Parts) and M187 (Purchase Charges, Inventory Parts). If tax is used, postings will also be created for the debit posting IP3 (TAX Received, Invoice).
• If the Taxable check box is selected, based on the amounts exclusive of tax, the amounts inclusive of tax will be automatically calculated and displayed in the respective fields. 
• If the Unit Charge check box is selected, the charge amount will be dependent on the part quantity on the purchase order line.
• If the Intrastat Exempt check box is selected, the charge will be excluded from Intrastat reports.

Window

Purchase Order

Related Window Descriptions

Purchase Order
Purchase Order/Charges

Procedure

1. Click the Charges tab.
2. If you want to enter or alter the charge amount, you can do this in either of the Charge Amount/Curr or Charge Amount/Base fields. The amount will be automatically updated in the other column.
3. If you want the charge to be distributed for all purchase order lines, indicate your choice in the Distribute Charge By field. If the charge is considered a unit charge, the charge does not get distributed and therefore this value must be kept null.
4. If you want the charge to be connected to a specific purchase order line, indicate this in the Connect to Line No and Connect to Rel No columns.
5. Optionally, you can alter the values in the Invoicing Supplier, Charged Qty, and Price U/M columns.
6. The Unit Charge and Intrastat Exempt check boxes will be either selected or cleared based on the default value for the charge type. The value can be changed.
7. Save when completed.