It is possible to enter item charges, such as freight or handling charges, into the program and link them to the items that they relate to.
The item charge can be entered into the program on a separate invoice or on the sales document where the items that the item charge relates to are listed.
When you have entered the item charge, you can create the link by assigning the item charge to selected items. To help you, the program can suggest a assignment of the item charge to the assignment lines you have selected. You can then adapt that suggested assignment to your needs.
Open the sales document that you entered the item charge on.
Click Line and select Item Charge Assignment. The Item Charge Assignment (Sales) window opens.
Fill the window with assignment lines.
If you entered the window from a document with item lines, the program will have automatically inserted these lines into the assignment lines.
You can also add lines from other documents by using the getting shipment lines and getting return receipt lines functions.
Click Functions, Suggest Item Charge Assignment. A dialog box opens.
In this dialog box, you can have the program suggest an assignment of the item charge based on one of two principles:
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Choice |
Result |
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Equally |
The program suggests that you assign the item charge equally to all assignment lines in the assignment window |
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Amount |
The program suggests that you assign the item charge depending on the contents of the Line Amount fields in each of the original lines. |
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Select one of the options and click OK. The program fills in the Qty. To Assign fields in the assignment lines with suggested quantities.
Adapt the numbers in the Qty. To Assign fields to your needs.
When you have finished assigning the item charge, return to the main document by pressing Esc. The assignment is done by creating a value entry for the item charge and linking it to an item ledger entry corresponding to the assignment line.
Assigning Item Charges to Sales Documents
Getting Shipment Lines for Item Charges
Getting Return Receipt Lines for Item Charges
Suggestion of Item Charge Assignment in Sales Documents
Assignment of Item Charges to Sales Documents