Exact Globe+

Viewing line charges for sales entry lines

Menu paths

Order ➔ Entries ➔ Sales orders
Order ➔ Entries ➔ RMA orders
CRM ➔ Entries ➔ Quotations
Invoice ➔ Entries ➔ Invoices
Invoice ➔ Entries ➔ Direct invoices

You can display the screen by clicking displayed under the Charges column for an entry line at the Sales orders, RMA orders, Quotations, Sales invoices, Direct invoices, or Enter credit notes screen and then click Open or New. To display the Enter credit notes screen, click the Credit Note button at the Sales invoices or Direct invoices screen.

The screen displays the charges incurred for each sales entry line of the selected sales order, return to merchant authorization (RMA) order, sales quotation, sales invoice, direct invoice, or credit note at line level. This functionality is available only if you have E-Charges & Discounts included in your license.

Fields

Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking Columns at the toolbar, and then selecting the relevant check box(es). You can view the information displayed at the Line charges screen, but cannot edit the information.

Charge code

This column displays the charge code applicable to the selected sales entry line. You can define the charge code and the relevant details at the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

Description

This column displays the description of the line charge.

Line condition

This column indicates whether the applicable line charge is evaluated based on the item code or item group of the selected sales entry line. You can specify this at Line condition under the Charges/Discounts tab of the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

Type

This column displays the type of calculation method used to calculate the line charge amount applied to the selected sales entry line. You can define the calculation method for each line charge at Method under the Charges/Discounts tab of the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

%

This column displays the percentage used to calculate the line charge if the selected calculation method is Percentage. You can define the percentage for each line charge by clicking Add in the Calculation section, under the Charges/Discounts tab of the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

Weight factor

This column displays the variable used to multiply with the entry line quantity if the selected calculation method is Amount per unit. You can define the weight factor for each line charge by clicking Add in the Calculation section, under the Charges/Discounts tab of the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

Unit amount

This column displays the line charge amount calculated per every single unit of the corresponding sales entry line item based on the defined calculation method.

If the line charge amount is calculated using the Amount per unit method, the value defined at Unit price for the corresponding item in the Calculation section, under the Charges/Discounts tab of the Charges/Discounts screen is displayed here.

If the Percentage method is used, the unit amount of the line charge is calculated by multiplying the net price of the corresponding item (including discount, but excluding VAT) with the percentage defined in the Calculation section, under the Charges/Discounts tab of the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

VAT

This column displays the VAT code for the line charge. By default, the VAT displayed can be based on the VAT code used in the selected sales entry line or the fixed VAT code defined for the line charge according to the option selected at Register VAT, under the Charges/Discounts tab of the Charges/Discounts screen (go to System ➔ Logistics ➔ Charges ➔ Discounts, select the relevant charge code, and then click Open). For more information, see Creating and maintaining charges or discounts.

Amount

This column displays the total amount of the line charge that you want to charge to the debtor.

Amount incl. VAT

This column displays the total amount of the line charge (including the VAT amount) that you want to charge to the debtor.

Button

Close

Click this to exit.