Creating Miscellaneous Charges

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About Miscellaneous Charges

Managing Miscellaneous Charges

Setting Up Order Entry

O/E Miscellaneous Charges Screen

Create miscellaneous charges to identify the charges used in your Order Entry system. For example, you might create miscellaneous charges for shipping and handling, or for internal non-material transactions such as equipment and subcontractors. More...

If you use multicurrency accounting, you must specify a currency code for each miscellaneous charge.

Note: If you want to apply the same charges to customers using different currencies, you must create a separate miscellaneous charge record for each currency. However, you can use the same miscellaneous charge code for each of the currencies.

For each miscellaneous charge, you must also specify the tax authorities that levy taxes on the charge, and the applicable tax classes.

ClosedBefore you start
  • Add the general ledger revenue accounts to which amounts generated by miscellaneous charges are posted.
  • Determine the tax authority and tax class for each miscellaneous charge.

To create a miscellaneous charge:

  1. Open  Order Entry > O/E Setup >  Miscellaneous Charges.

  2. Enter a unique code to describe the new record.

    Example: For a handling charge, you might use the code "HC".

    • If you do not use multicurrency accounting, enter the new code in the Miscellaneous Charge Code field.
      • If the field is clear, enter the new code.
      • If you are viewing an existing record, click the Create New button, and then enter the new code.
    • If you use multicurrency accounting:
      1. Click the Create New button.
      2. In the Currency field, specify the currency code.
      3. In the Miscellaneous Charge Code field, enter the new code.
  3. In the Charge Code Description field, enter a description for the charge
  4. If the charge has a standard amount, enter it in the Amount field.
  5. In the Miscellaneous Charge Revenue field, specify the general ledger revenue account to which amounts entered as miscellaneous charges are posted.
  6. Select the Optional Fields option if there are optional fields that apply to this charge, and optionally enter default option field information. For more information, see O/E Optional Fields Screen.
  7. In the Tax Authorities table, select the tax authorities and sales tax classes that apply to the charge.
  8. Click Save to add the charge.

Published: September 11, 2020
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