Versions Compared

Old Version 16

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview


Excerpt

The system allows you to add additional charges on Purchase Orders and they can be managed.



Instructions

You can add additional charges as required (Truck Freight, Delivery Charge, Box type, etc), these charges can be both negatives or positives. To do so, follow the steps below

 


Ui steps
sizesmall


Ui step

Go to Setup > Settings > Purchase Orders settings


Ui step

 Click on Additional PO Charges.


Ui step

 The system will show a pop-up window with the additional charges summary, click on Add a new charge link.


Ui step

 A second pop-up window will appear called Add/Edit Additional PO Charge. Enter the information required and click on Save.


Ui step

 To edit or delete an additional charge, go to the "Actions" column and select the "Edit" or "Delete"  option.

Info

You can also associate additional charges to a specific box type if you need it and these will be added automatically. For more information please read Adding and Editing Box Types.


Allow users to exclude Additional Charges in the Purchase Order

This option enables users to decide if the Additional Charges must be or must not be included on the total cost of the Purchase order when creating a Purchase Order or from the PO Reconciliation screen.

Warning
titleRelated Articles

Even If you mark this option, the additional charge will be included in the Landed Cost calculation. The additional charges manualy added will be calculated in a percentage way, based on the subtotal of the order and the total amount of these additional charges.


Image Modified 


Once this option is activated, a Don't Pay Vendor column will appear when editing additional charges from the Add PO screens and during the PO reconciliation process. Notice that from the PO Reconciliation screen, the additional charges excluded will reduce the PO Total, however, a warning icon will display the actual total of the additional charges of the Purchase Order, which will be taken into account to calculate the landed costs.

Image Modified

 


Info
titleAdditional Charge in Several Invoices

Since the same Additional Charge may be included in several invoices, keep in mind that if the user marks at least one of the invoices as Don't Pay Vendor, the additional charge will be excluded in the Purchase Order.




Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ( "settings" , "purchase-orders" )
labelspurchase-orders, settings


Info
titleInformation

The other Charges field is composed of the following components :

  • Additional PO Charges added manually (calculate in a calculated by percentage way).
  • Box Charges per Category (calculate calculated based on the FBE).
  • Box Type Charges Charges (depending on the box type added to the PO, the system might also add automatic additional charges).


We've encountered an issue exporting this macro. Please try exporting this page again later.