Adding, Editing, or Deleting Additional Costs

You use the Additional Costs tab on the Receipt Entry screen to add costs such as handling charges, service charges, and duty to a receipt. More...

You can:

  • Add additional costs charged on the shipment by both primary vendors and secondary vendors, such as for handling charges, service charges, and duty. For more information, see About Vendors.
  • You can expense costs or prorate them to received items.
  • Edit additional-cost amounts on previously posted receipts which are not yet fully invoiced.
  • Assign or edit the terms code and tax group for the additional cost vendor.
  • Check the number of details and the total amount of additional costs entered for the vendor.
  • In multicurrency ledgers, edit exchange rate information for vendors who do not use the functional currency.
  • Specify how to reallocate prorated costs of received items that you return.

To enter, edit, or delete additional cost details:

  1. Open Purchase Orders > P/O Transactions > Receipt Entry.

    2. For more information, see P/O Receipt Entry Screen.

  2. On the Receipt tab, enter vendor and purchase order information, along with receipt quantities.

  3. On the Additional Costs tab, use the Finder or the navigation buttons beside the Additional Cost Vendors field to select an existing additional cost vendor for which to enter or edit an additional cost detail, or click the New New button icon to add a new vendor in Accounts Payable.

    Note: A new receipt lists only the primary vendor.

  4. When you have displayed the correct vendor in the vendor number field, enter or edit the additional cost details for the selected vendor in the detail entry table.

    Tip: To display all the information for a selected detail on a separate screen, or to edit tax classes or the tax included fields for the detail, select the detail, then either click the Cost/Tax button or press the F9 key.

    • In the Proration Method field, specify whether to prorate the additional cost to the details automatically (by quantity, cost, or weight) or manually, or not to prorate.

      Note: If you are adding additional costs for non-inventory items, you must choose No Proration. If you choose to prorate by quantity, cost, or weight, the program will display an error message and prevent you from posting the receipt.

    • To delete a detail, select it, and then click Delete. If a message appears asking you to confirm the deletion, click Yes.
  5. Click the Calculate Taxes button if you want to see tax amounts for a detail before you have posted the receipt or opened the Totals tab. (Tax amounts are not automatically calculated until you click the Taxes tab or the Totals tab, or post the receipt.)
  6. If you edit tax amounts on the Taxes tab, and then use the Calculate Taxes button, the program replaces your changes with amounts it calculates using the tax tables in Tax Services.
  7. Click Post.