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
- Basic data must have been defined on the
Customer/General tab and the Customer/Order/General tab.
- Charge types must have been entered on the
Sales Charge Type window.
System Effects
- The charges entered here will be used as default
when a customer order or sales quotation is entered.
- If the Print Charge check box is selected, then this
line will be printed on the external reports.
- If the Intrastat Exempt check box is
selected, this charge will be excluded from Intrastat reports.
Window
Customer
Related Window Descriptions
Customer
Customer/Charges
Procedure
- Open the Customer window and query
for the required customer.
- On the Order/Charges tab, click New.
- On the Charge Type field, either enter a
value or select one from the List of Values.
- The default value for the Charge Price/Curr
field is displayed based on the charge type. You can change this value if
necessary.
- To print the charge line on the external report,
select the Print Charge check box.
- The Intrastat Exempt check box is either
selected or cleared based on the default value for the charge type. The
value can be changed.
- Save the changes.