Managing Miscellaneous Charges
You can edit and delete miscellaneous charge records that identify the charges used in your Order Entry system, such as charges for shipping and handling, or for internal non-material transactions such as equipment and subcontractors.
Before you start
- If you are editing a miscellaneous charge:
- Add the general ledger revenue accounts to which amounts generated by miscellaneous charges are posted.
- Determine the tax authority and class for the miscellaneous charge.
- If you are deleting a miscellaneous charge:
- Print the O/E Transaction List Report for orders (including order details) to check that no orders use the charge you are deleting.
- Edit the orders if necessary. For more information, see O/E Transaction List Report Screen.
To edit a miscellaneous charge:
- Order Entry > O/E Setup > Miscellaneous Charges.
- Use the Miscellaneous Charges field to specify a miscellaneous charge record. The miscellaneous charge code, description, and currency appear on the screen.
- If you use multiple miscellaneous charges with identical codes (for example, if you use the code HC for handling charges in multiple currencies), review the description and currency to verify that you have selected the correct miscellaneous charge.
- Make any other changes you wish to make in the other fields on the screen.
- Click Save to save the record.
To delete a miscellaneous charge:
- Order Entry > O/E Setup > Miscellaneous Charges.
- Use the Miscellaneous Charges field to specify a miscellaneous charge record. The miscellaneous charge code, description, and currency appear on the screen.
- If you use multiple miscellaneous charges with identical codes (for example, if you use the code HC for handling charges in multiple currencies), review the description and currency to verify that you have selected the correct miscellaneous charge.
- Click Delete to delete the record.