Landed cost/misc charges same as for purchasing
Setup Charges Codes .to define the kind of charge and how the charge is going to be debited or credited.
Setup → Charges → Charges codes in the following 3 modules:
1. Accounts Receivable
2. Accounts Payable
3. Procurement and Sourcing
e.g. Account receivable > Setup > Charges > Charges code.
Enter charge code ( e.g. Freight).
Enter description ( e.g. Freight charges).
etc
Create a Sales order and add lines to it.
Go to Sell tab > click on Charges.
Select charge code which was created earlier from the drop-down list.
Select the category. It can be Fixed (for fixed amount charges for the order) or Percentage (it will calculate the percentage of total net amount in the order). Category also can be inter company percentage, external or pcs.
Enter the charge value.
- If the category is Fixed then enter the total amount of charges for the order.
- If the category is Percentage then enter the percentage value which are applicable for the order.
Once all the setup is completed, save and close the form
Go to sales order > Click on Total > to see the applicable charges against the invoice total amount.
Process the order till invoice - Click on charges > to see the setup and for the ledger information
Go to voucher > to see charges posted in the ledger.
You can also apply auto charges
Auto charges for the customers, vendors, items and for the mode of delivery are charges applied automatically when you create sales order or purchase orders.
You can define the Automatic charges for :
1. Single customer, vendor , Item and mode of delivery
2, Group of customers, vendors , Items and mode of deliveries
3. All customers, vendors, Items and mode of deliveries
Mode of delivery charges can only be defined as auto charges for the sale order.
a. Account receivable →Setup → Charges → Auto charges
b. Retail → Setup → Charges → Auto charges
That' should get you started.
