O/E Miscellaneous Charges Screen

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About Miscellaneous Charges

O/E Miscellaneous Charges Report Screen

Creating Miscellaneous Charges

Managing Miscellaneous Charges

Setting Up Order Entry

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

Click Create New to clear the form to enter details for a new miscellaneous charge record.

Click Delete to delete an existing miscellaneous charge record.

Click Save to save changes you have made to the screen.

Enter the amount of the charge. If you want to enter charge amounts manually when entering transactions, leave this field blank.

If the miscellaneous charge record your adding is multicurrency, use this field to select the necessary currency.

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

Specify the general ledger revenue account to which amounts entered as miscellaneous charges are posted.

A miscellaneous charge code is a unique code of up to 6 characters that identifies a miscellaneous charge, such as a service charge.

Use this field to:

  • Enter a name for a new miscellaneous charge code
  • Edit the name of a new miscellaneous charge code (if you have not saved the code yet)

In the Charge Code Description field, enter a description of up to 60 characters to identify the miscellaneous charge code.

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.

Use the Miscellaneous Charges field to specify a miscellaneous charge record, or click the Create New button to create a new record. A description of the specified charge account displays in the Account Description field.

  • If you select an existing record, the miscellaneous charge code and description appear in the fields on this screen.
  • If you create a new record, you must enter or select information in these fields before adding the record.

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.

If the Optional Fields option is selected, you can click the Image of Menu button. button to display the Add/Edit link, which you can click to review optional field entries for this screen.

For more information, see O/E Optional Fields Screen.

Select each tax authority that levies taxes on the miscellaneous charge. To add a new authority, press the Add Line button.

This field displays the description for the tax authority that levies taxes on the miscellaneous charge.

This field displays the description for the sales tax class, which determines the rate that applies to the miscellaneous charge.

For each authority, select the sales tax class that determines the rate that applies to the miscellaneous charge.

Overview

Use the O/E Miscellaneous Charges screen to:

Multicurrency Ledgers

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 more information about creating and managing miscellaneous charges, see Creating Miscellaneous Charges and Managing Miscellaneous Charges.