Add accruals or freight on Purchase Invoices, Purchase Orders, and Purchase Receipts.
Setup
- Navigate to Accounting / Setup / Inventory / Purchase Add-on Charges.
- Select Add.
- At the Add a Purchase Add-on Charge window, enter the ID. This is limited to 10 characters. Add a Description if preferred.
- Optionally select a Classification for the add-on charge.
Note: To default an add-on charge when certain products are selected on a transaction, add the Product(s) to a Classification and select that Classification at this window. - If the add-on charge has a Rate that should default on the transaction, enter the amount and choose Percent, Per Billing Unit, or Flat Rate.
- Select whether the add-on charge should be included in the vendor’s bill or accrued.
- When Included in the Vendor’s Bill is selected, the charge is added directly to the vendor’s bill.
- When Accrue is selected, the amount accrues to the G/L Account and the Vendor selected.
- Select Save.
Including Add-On Charges
- Add a Purchase Invoice, Purchase Order, or Purchase Receipt.
- Select the products for the transaction.
Note: If the products on the transaction match the products in the Classification set up for the add-on charge, the corresponding add-on charge automatically defaults. - Double-click in the Add-On column.
- On the Purchase Add-on Charges window, double-click the Charge ID column heading.
- Select the add-on charge. The columns default based on the add-on charge setup but the information can be changed if necessary.
- Select Calculate then choose Save to return to the Add a Purchase Receipt window.
- Select Save to save the transaction.
Note: If importing a Purchase Order into a Purchase Receipt, add-on charges from the Purchase Order default automatically.