P/O Additional Costs Detail Costs/Taxes Screen

Type the code for the additional cost you want to add, or select the code from the Finder.

If you are adding a cost for which no code is defined, skip this field and type the name of the cost in the Description field (the field beside the Additional Cost field in the Detail Cost/Taxes screen).

Note: You use the Additional Costs screen (in the P/O Setup folder) to maintain the additional cost charges you use in Purchase Orders.

The program displays the tax allocated for each tax authority on the Detail Costs/Taxes screen. It displays the total for the additional cost in the Total Tax field, and on the detail line on the Additional Costs tab.

Note: Allocated taxes are included in the cost of the detail. Recoverable and expensed taxes are not included in detail costs.

Use the Amount field to enter the amount of the cost (excluding taxes, unless you are entering a tax-included cost).

Enter an optional comment for the document.

Any comments you entered for the detail on the receipt are included on the invoice, but you can change or delete them.

Lines automatically wrap when you reach the end. If you want to start a new line before the line wraps, press Enter.

These columns list the tax classes and corresponding descriptions that are assigned to the tax authority. In this screen, you can change the tax class (to another tax class that is assigned to the authority) but not the description.

Tip: To change the tax class description or make other changes to the information for the specified tax group, use the Tax Services screens in Common Services.

Use the Expense Account field to specify the general ledger account to which to expense a selected additional cost.

Note: You do not specify a general ledger account number if you select a proration method for the additional cost.

The program displays the amount of the tax that is separately posted (expensed) to a general ledger account, rather than allocated to details on the invoice.

To select an existing line to edit or delete, click the line, or enter its line number in this field on the P/O Detail Items/Taxes screen.

Note: You cannot delete completed lines.

The program displays the net amount of the additional cost you entered for the detail (excluding allocated taxes that are not included in the cost amount).

If optional fields have been defined in Purchase Orders for additional cost details for a transaction screen, an Optional Fields column appears in the detail entry table on the Additional Costs tab. You can click the column heading to display the optional fields assigned to a selected detail, and edit their contents.

In the Detail Costs/Taxes screen, you click the Zoom button beside the Optional Fields field to display the optional fields for a detail.

For more information about using optional fields in transactions, see About Optional Fields in Transactions.

For new additional costs , specify whether to prorate the cost to the received items by cost, quantity, or weight, or to expense the cost to a general ledger account.

If you are adding additional costs for non-inventory items, you must choose No Proration, or you will not be able to post the invoice.

Note: You can manually prorate additional costs only on receipts. The option is not available on invoices.

You cannot change the proration method for an additional cost that was included on the receipt you are now invoicing.

Purchase Orders displays the receipt number for each detail, indicating the source of the detail.

The program displays the amount of the tax that can be recovered by your company (such as, for example, recoverable Canadian Goods and Services Tax [GST] amounts).

Enter optional reference information for the detail.

If you plan to expense the additional cost prorated to any items you return, specify the general ledger account number to which to post the cost.

For new additional cost details, select the reproration method to use if you need to return any of the received items, and you did not select No Proration or Prorate Manually for the Proration field.

Note: You cannot change the reproration method for an additional cost that was included on the receipt you are now invoicing, and you cannot expense job-related costs.

The program displays the amount of tax that is due for each tax authority.

For each authority, Purchase Orders calculates a tax amount if:

• The vendor is subject to tax.
• The additional cost is taxable.
• Tax rates are specified for the tax authorities and classes in Tax Services.

You cannot edit the tax amount for an additional cost except indirectly, by changing the tax class or tax-included option on the Detail Cost/Taxes screen.

Tip: To edit tax amounts for the invoice, make your changes on the Taxes tab.

These columns list the tax authorities and corresponding descriptions that are assigned to the specified tax group.

Tax authorities and other tax information is maintained in the Tax Services screens in Common Services.

This field shows, for the selected additional cost detail, the net cost of items before tax is added for the tax authority. You cannot change the amount that appears in this field.

Note: This field is particularly useful for items that have tax included in their prices.

The program displays the total amount of taxes that were included in the additional cost amount.

To edit tax settings, press F9 to display the zoomed entry screen.

You can also edit total tax amounts on the Taxes tab.

The program displays the vendor number for your information.