Enter Customer Charges

Explanation

This activity is used to connect site specific charge types to a customer. A charge type is used to enter various information that should be connected to a specific charge. By connecting a charge type to a customer, you will not have to enter a new charge line each time a customer order or sales quotation is created. The information entered here will be used as the default values when you select a customer. However, charge types defined as unit charges cannot be registered as default customer charges.

Prerequisites

System Effects

Window

Customer

Related Window Descriptions

Customer
Customer/Charges

Procedure

  1. Open the Customer window and query for the required customer.
  2. On the Order/Charges tab, click New.
  3. On the Charge Type field, either enter a value or select one from the List of Values.
  4. The default value for the Charge Price/Curr field is displayed based on the charge type. You can change this value if necessary.
  5. To print the charge line on the external report, select the Print Charge check box.
  6. The Intrastat Exempt check box is either selected or cleared based on the default value for the charge type. The value can be changed.
  7. Save the changes.