Creating order entry add on charges

  1. Select Financials > Billing > Setup > Item And Order Billing Add On Charge.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company number.
    Add-On Charge
    Specify an add on charge and its description that is tied to the order header or to the individual lines on the order at entry time.
    Currency
    Select a currency code that is used when the add on charge is assessed.
    Charge Type
    Select whether the charge is Flat Amount, Unit Price, or Percentage.
    Tracking Type
    Select an additional type that is required to report specific add on charges.
  4. In the Price or Cost section, specify this information:
    Price
    Specify a unit price. This field is valid if the price is attached to an order or invoice line. This is the amount to be charged per stock unit of measure that is sold on the order or invoice line.
    Cost
    Specify a cost amount. This field is valid if the cost is attached to an order line.
  5. In the Options section, specify this information:
    Sales Major Class
    Select a sales major class code.
    Sales Minor Class
    Select a sales minor class code. If the add on charge is passed to Sales Analysis for reporting, then you must assign the charge to a sales minor class for subtotaling.
    Add On Cost Code
    Select the add on cost code to use if a purchase order is created by an order line.
    Discountable
    Select this check box if add on charges are included in the order total. The discount occurs when order-level discounts are assessed by the system.
  6. In the Accounts section, specify this information:
    Sales Account
    Specify a sales account that is debited or credited when an add on charge is assessed.
    Cost Of Goods Account
    Specify a cost of goods account that is debited when an add on charge is assessed.
    Offset Account
    Specify an offset account that is credited when an add on charge is assessed.
  7. In the Tax section, specify this information:
    Tax Status
    Select whether to include the add on charge amount when tax amounts for the order are calculated.
    Code
    Select a tax code to which this charge is subjected. This is only used for Value-Added Tax. Domestic sales tax does not differ by charge.
    Category
    Select the product tax category. This field can be used to override taxability by a specific taxing authority.
  8. Click Save.