Item charges, such as freight, handling charges or insurance, can be entered into the program on a sales document in two ways:
On the original sales document for the items that the item charge relate to.
On a separate invoice where you link the item charge to posted shipments or return receipts where the items that the item charge relate to are listed.
The following steps describe how to enter an item charge on a separate invoice, but the same procedure can be followed if you want to enter an item charge on another sales document.
In order to enter an item charge you must first have set up item charge numbers.
Open the Sales Invoice window.
To create a new sales invoice, click the No. field and press F3.
Fill in the window with relevant information about the company that you want to charge this item charge to as described in Creating Sales Invoices.
In the Type field on one of the sales lines, select Charge (Item).
In the No. field, select an item charge number.
In the Quantity field, enter the number of units of this item charge that you want to charge the recipient of the sales document.
You can either enter a quantity of 1 and enter a unit price of the amount that you want to charge for the item charge, or you can enter a quantity of the amount and enter a unit price of 1. You can also enter a formula if this suits you better.
In the Unit Price field, enter the price of one unit of this item charge.
You are now ready to assign the item charge.
Setting Up Item Charges for Sales Documents
Assignment of Item Charges to Sales Documents
Assigning Item Charges to Sales Documents
Creating Sales Invoices