Add Sales Charges/Landed Costs

Explanation

Charges are entered on the customer order as a charge line. Charges can be any kind of costs for which the supplier is charging the customer, e.g., freight charges or an extra quality control ordered by the customer. The charge line you enter can either be connected to the customer order as a whole or to a specific customer order line. You also have the option to add several charges to a single customer order line.

Charges can be entered in exactly the same way for sales quotations.

In addition to adding charges in Customer Order, you also can add charges via several other windows by using the operations menu.

If the customer order is for a Jinsui enabled customer, then the charged gross amount must not exceed the maximum amount defined for the Jinsui invoice for the company.

Exclusive for consignment handling is that you can add collect charges, i.e., charges which the customer should pay to the forwarder (or any other third party). Postings will not be created for such charges. Collect charge lines will not appear on the invoice. You can, however, decide to have these printed on an order confirmation, if requested. You can make changes until the charge has been invoiced or until the consignment is closed.

The sales charge price and the sales charge cost can also be defined as a percentage.

In a sales quotation, sales charge types can be connected to quotation lines. If the charge percentage is used and charge lines are connected to a particular quotation line, the base for charge percentage becomes the net amount in the connected order line. Therefore, when creating customer orders, the charge line will take the same base for the charges percentage. If you selected the Use Price incl Tax check box in the Sales Quotation/Misc Quotation Info tab, the base for charge percentage becomes the gross amount in the connected order line.

When the charge line is not connected to a quotation line and the charge percentage or the charge cost percentage is used, then the base for charge percentage becomes the total net amount/currency in the sales quotation. If you selected the Use Price incl Tax check box in the Sales Quotation/Misc Quotation Info tab, the base for charge percentage becomes the total gross amount in the connected order line.

If a customer order is created from a sales quotation, charge lines which are not connected to quotation lines, and if the charge percentage is used it should be included in each customer order created from the sales quotation. In this situation if the fixed charge cost is used with a charge percentage, then the charge cost will be included in each charge line created from the customer order.

If the charge price or charge cost is entered as a percentage and if the relevant charge is not a unit charge, the value in the Charge Qty field should be 1.

Prerequisites

A charge type connected to a charge group of category Other must have been entered in the Sales Charge Type window
A customer order header must have been entered in Customer Order or a sales quotation header must have been entered in Sales Quotation.
If the charges should be connected to a specific order line, a customer order line must have been entered in Customer Order/Order Lines, or a quotation line in Sales Quotation/Quotation Lines respectively.

System Effects

A charge line is entered and connected to a customer order. The Charges check box on the Customer Order/Order Lines tab is automatically selected when a charge line has been saved. The system effects for sales quotations are similar. The charge will be excluded from Intrastat reports if the Intrastat Exempt check box has been selected.
When the customer order invoice is printed in Print Customer Invoices, postings are created for the charges. If tax is used, postings are created with the credit posting types M67 (Taxable charges), IP4 (Tax Disbursed Invoice), and the debit posting type IP2 (Customer Claims). If charge costs are used, postings will also be created for the debit posting type M69 (Cost Sold Charges) and the credit posting type M70 (Contra Account, Cost of Sold Charges).
If tax is not used, postings are created with the credit posting type M68 (Non Taxable Charges) and the debit posting type IP2 (Customer Claims). If charge costs are used, postings will also be created for the debit posting type M69 (Cost Sold Charges) and the credit posting type M70 (Contra Account, Cost of Sold Charges).
Consignment handling only: If requested the charge line will not appear on the invoice. The charges will instead only appear on an order confirmation, if requested.

Window

Customer Order
Customer Order Charges
Sales Quotation
Deliver Customer Orders
Deliver Customer Order Lines
Deliver Customer Order with Differences
Deliver Customer Order Line with Differences
Create Customer Invoices
Customer Self-Billing Invoice

Related Window Descriptions

Customer Order
Customer Order/Charges
Customer Order Charges
Sales Quotation
Sales Quotation/Charges
Deliver Customer Orders
Deliver Customer Order Lines
Deliver Customer Order with Differences
Deliver Customer Order Line with Differences
Create Customer Invoice
Customer Self-Billing Invoice

Procedure

For customer orders:

In the Customer Order window, click the Charges tab, and then create a new record. If you are using another window, right-click and then click Add Charges (or right click and then click Customer Order if you are using Customer Order Charges and the Customer Order will be displayed. Click the appropriate tab, and then create a new record).
In the Charge Type field, specify the charge type by using the List of Values or by entering the proper short code. Depending on how the charge type is defined, values will automatically be entered in different columns.
If you want to enter or alter the charge amount, edit either the Charge Price/Curr or the Charge Price/Base field. The Chrg Price incl Tax/Curr and the Chrg Price incl Tax/Base fields are non-editable. A change in one of these fields will simultaneously update the other. If you selected the Use Price incl Tax check box in the Customer Order/Misc Order Info tab, it is possible to enter or alter the Chrg Price incl Tax/Curr field or the Chrg Price incl Tax/Base field. The Charge Price/Curr and the Charge Price/Base fields are non-editable. A change in one of these fields will simultaneously update the other.
The Intrastat Exempt check box will be either selected or cleared based on the default value for the charge type. The value can be changed.
Save.

For sales quotations:

In the Sales Quotation window, click the Charges tab, and then create a new record.
In the Charge Type column, specify the charge type by using the List of Values or by entering the proper short code. Depending on how the charge type is defined, values will automatically be entered in different columns.
If you want to enter or alter the charge amount, edit either the Charge Price/Curr or the Charge Price/Base field. The Chrg Price incl Tax/Curr and the Chrg Price incl Tax/Base fields are non-editable. A change in one of these fields will simultaneously update the other. If you selected the Use Price incl Tax check box in the Sales Quotation/Misc Quotation Info tab, it is possible to enter or alter the Chrg Price incl Tax/Curr field or the Chrg Price incl Tax/Base field. The Charge Price/Curr and the Charge Price/Base fields are non-editable. A change in one of these columns will simultaneously update the other.
The Intrastat Exempt check box will be either selected or cleared based on the default value for the charge type. The value can be changed.
Save.

Optional Steps (remember to save your entries):

The Unit Charge check box will be either selected or cleared based on the default value for the charge type. You can change this value if required.
Note: When the Unit Charge check box has been selected, if the sales quantity is changed in the Quotation Lines tab or in the Order Lines tab, then the sales quantity, , will get changed automatically in the Charges tab.
If you want the charge to be connected to a specific customer order line you should enter this in the Connect to Line No field. Also, if the entered charge type has the Unit Charge check box selected, then you must enter the appropriate order line or the quotation line in the Connect to Line No field. If you just want the charge to be connected to the customer order, leave the field open.
Optionally, you can alter the value in the Charged Qty field.
When handling consignments, if you do not want the charge line(s) to appear on the invoice you must select the Collect check box.

Note: If the entered charge type has the Unit Charge check box selected, and need to be connected to a package part, the charge should be connected to the package part and not to the individual component parts.