Charges

Charges are useful for invoicing amounts you do not want to show against Sales Analysis categories (Sales Area and Sales Person). Charges entered on orders are transferred to the Invoice when it is generated. If back ordered items remain after an Invoice is generated, charges are not transferred to the Back-order.

Note that charges are not included in the Customer Sales Values calculations.

Description

Charge types, Charge 1, Charge 2 and Charge 3, can be changed from Navigator > Setup > Invoicing System > IN Charges.

For example, you can setup one for freight and postage, one for insurance and one for miscellaneous charges. Charges are GST exclusive or inclusive as determined by the Price code for the order.

Charge

Amount of the charge.

GST Code

The GST code is set for the charge from Navigator > Setup > Invoicing System > IN Charges, unless this is overridden by a Customer's GST Override. You can change the GST code.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Shipping Grid

Shipper

The code for the Shipper. Shipper details can be added and maintained in IN Shippers > Maintain tab, or click on the Lookup in the Shipper field. You can specify a default Shipper code for a Delivery Address in AR Customer. This can be changed, an alternative shipper can be selected.

If all Shipper lines are for the same Shipper the Shipper Code is replicated to the Document header on Save.

Shipper Name

The name of the Shipper.

Reference

General text field. Can be used for information such as the courier tracking number.

Quantity

Quantity of items shipped.

Tracking Address

A tracking address that can be used to store a tracking link. If the Order is converted to an Invoice, this will be carried through to the invoice.

Web Address

The shipper's web address.

Shipping Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new line.

Move (Shift+Up) (Shift+ Down)

Move selected lines.

Delete (F3)

Delete a selected line.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Tip: Click , select Custom 1 and Custom 2 to make them visible to record courier details, such as ticket#, weight, and volume. Email addresses can also be customised into the grid.

Visit web site (Ctrl+W)

Go to the web address for the shipper. Data from the Reference field (for example, courier tracking number) will be copied to the clipboard for pasting into the website.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Banking Grid

Details apply when you process an invoice as a cash sale. Banking details can be entered and saved with an order for processing once invoiced as a cash sale. Banking details can be entered and saved with quotes and will copy through to the order or invoice when the quote is accepted. Banking details entered and saved with a Sales Order are copied through to the invoice when generated. This can be used to record credit card payment details when the order is placed. The receipt allows for multiple payment types and split tender.

Media

The banking media type, set up in Banking Media.

Amount

The amount received for the current media type.

Payer Name

Reference

Particulars

Reference information for the transaction.

Banking Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new line.

Move (Shift+Up) (Shift+ Down)

Move selected lines.

Delete (F3)

Delete a selected line.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Balance Banking (Ctrl+=)

Quickly calculate the amount left to pay (if payment is made up of different amounts) or the change to be given (if one or more of the payments are cash). When all other payments have been entered, select the next blank line, select Cash as the Media and click .

The amount to pay appears as a positive amount. Change will be expressed as a negative amount. You can specify the Banking media type. The default Media type from AR Customer (Banking) will appear.

Save banking details (Ctrl+D)

Save the Media code, Payer Name, Reference and Particulars details for the current line against the Customer record.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.