Charges Screen

Based on your system configuration, the system automatically generates charges as system activities occur and billing periods elapse. You can review, edit, and delete these charges on the Charges screen. You can also create new charges on this screen, such as unique charges that are not associated with a specific transaction or billing period (such as photocopies, fax charges, and so on).

Charges on the list view of the screen are organized by Customer, Bill-To Customer, and facility. You can filter the list to show just a selection of the current charges.

To review or edit a current charge, display the details of the charge record. Make any necessary changes and click Save.

To create a new charge record, click New. Specify the charge information and click Save.

On the list view of the Charges screen, you can click Import to create new billing charges by importing a Microsoft Excel spreadsheet file containing billing data. You can also click Export to export all of the billing charges into a Microsoft Excel spreadsheet file. See the Infor Supply Chain Execution Introduction and Navigation User Guide for additional information on the Excel import and export functionality.

Charge Header fields (General tab)

Customer

The customer for whom this charge was generated. This is the company that owns the inventory associated with this charge.

Bill To

The customer responsible for payment of this charge. This may be the same as the Customer value.

Facility

The warehouse in which the charge occurred.

Date

The date on which this charge occurred. When you select charges for invoicing, the system looks at this charge date to determine which charges fall into the specified date range.

Status

The status of this charge. Charges that have not yet been processed are in an Open status, or may be On Hold. Once a charge is added to a batch, the charge status reflects the associated batch status (Printed, Edited, Complete).

Invoice

The system generates an invoice number for each charge selected for an invoice batch. At that time, the system displays the invoice number in this field.

Order/Order Type

The number (and type code) of the order document associated with this charge. This could be a receipt document or a shipment order.

Activity

For transaction-based charges, the system activity associated with this charge. Possible activities include:

Inventory Adjustment
Crossdock
Inbound Complete
Kit Complete
Ownership Transfer – From
Ownership Transfer – To
Return Complete
Shipment Complete
Warehouse Transfer – From
Warehouse Transfer – To

Invoice Type

The invoice type associated with this charge:

Freight
Inbound
Labor
Miscellaneous Billing
Recurring
Truckload

Invoice types are specified on Billing Event records; this associates the invoice type with an activity and charge code. When you select charges for invoicing, you can specific which invoice types to include.

Batch

For charges that have been assigned to an invoice batch, the system displays the Batch number. You cannot edit this value.

Line

The specific line item on the order document associated with this charge, if applicable.

Item/Pkg

The specific item associated with this charge.

Lot Code

The lot number of the inventory associated with this charge.

Invoice

For charges that have been assigned to an invoice, the system displays the invoice number. You cannot edit this value.

UC1 – UC3

Any user-defined codes assigned to this inventory.

Minimum

Indicates that the system used the minimum charge amount (the original quantity-based rate calculated by the system was less than the minimum charge amount for this customer).

Currency

The facility base currency is used if the rate group rate currency is empty.

Charge Code

The charge code that identifies this type of charge.

Charge codes are defined on the Charge Code screen.

Charge UOM

The unit of measure used to calculate the charge amount.

Charge Quantity

The total quantity (based on the Charge UOM) used to calculate this charge.

Rate

The rate used to calculate this charge. For system-calculated charges, the rate information is defined on the rage group on the customer contract.

Amount

The total charge amount. The system multiples the Charge Quantity by the Rate to calculate this amount; while you can edit the quantity and rate information, you cannot edit this value.

Tax?

Indicates whether this charge is taxable. Tax rate information is defined on the Tax Groups screen for specific charge codes.

Internal?

Indicates whether this charge is an internal, in-house charge.

Cost

The actual cost associated with this charge. Costs can be specified on Rate Group records in order to compare actual costs with revenue.

Rate Group

The rate group used to calculate this charge. On the customer contract, a rate group is associated with an event group to link events/periods with rates.

Event Group

The event group used to calculate this charge. On the customer contract, a rate group is associated with an event group to link events/periods with rates.

Item Group

The Item Group used to calculate this charge.

Internal

If this is an internal charge (specific in-house charge, not receipt-level or anniversary charges), enter Y

Sku Qty/UOM

The quantity of inventory calculated in the stock-keeping unit of measure (vs. the charge UOM).

Load Qty/UOM

The quantity of inventory calculated in the load unit of measure (vs. the charge UOM).

Gross Weight

The gross weight of this quantity of inventory.

Net Weight

The net weight of this quantity of inventory.

Weight UOM

The unit of measure used to record the gross and net weight of the inventory.

Cube/UOM

The cube of this quantity of inventory.

Comment

Any textual notes or comments about this charge.

Charge Number

The system-assigned charge number.