2. Miscellaneous Charges Setup
• Misc. charges codes: Set of codes to correspond to type of charge:
freight, handling, insurance, etc.
• Vendor misc. charges group: Apply charges automatically based on
vendor (Optional)
• Item misc. charges groups: Apply charges based on item purchased
(Optional)
• Auto-misc. charges: Apply charges automatically based on item-
vendor mix (Optional)
3. Options for Misc. Charges
• Miscellaneous charges can be applied manually or automatically
• If you decide to apply manually, you only need to create the misc.
charge codes
• If Automatically, you may set up the following:
– Vendor charge groups
– Item misc. charge groups
– Auto misc. charges
4. Miscellaneous Charge Codes Overview tab
• Create misc. code name and corresponding description
• Next, select the tax group that will be applicable to this misc. charge
Accounts payable > Setup > Miscellaneous Charges > Misc. Charge Codes
5. Misc. Charge Codes Posting tab - Debit
• Select the entity that will be debited
• Select the type of posting that you’d like to occur
• Select the actual account that you’ll post to
6. Misc. Charge Codes Posting tab - Credit
• Select the entity that will be credited
• Select the type of posting that you’d like to occur
• Select the actual account that you’ll post to
7. Vendor misc. charge groups
• Create a set of pre-defined charge groups that can then be associated
within the Vendor record
• Auto-fills when Vendor is selected for the Purchase Order
Accounts payable > Setup > Miscellaneous charges > Vendor misc. charge groups
8. Item misc. charge groups
• Create a set of pre-defined charge groups that can then be associated
within the Item record
• Auto-fills when Item is selected for the Purchase Order
Accounts payable > Setup > Miscellaneous Charges > Item misc. charge groups
9. Auto misc. charges step 1: header vs. line
• You must set this up in order to execute auto miscellaneous charges
• Decide whether these charges will be applied to the entire PO versus
applying to the PO line
• The key factor here is whether costs are unique to the line versus
costs being applied across all line items
Accounts payable > Setup > Miscellaneous charges > Auto misc. charges
10. Auto misc. charges step 2: Overview tab
• Defines if charge will apply to a single vendor, a vendor group, or all
vendors.
• If a single vendor or group, identify which one
• Define if charge will apply to a single item, an item group, or all items
• If a single item or item group, identify which one
11. Auto misc. charges step 3: Lines tab
• Define currency code for charge transaction and then select the misc.
charge code
• For the Category, select calculation method of whether: Fixed, Pieces
or Percent
• Enter dollar amount for charge Category selected and then define the
currency
• Specify Sales tax group for the transaction and finally decide whether
charges transaction will be kept after invoicing
