How to: Assign Extra Charges to Orders

You can assign extra charge codes and amounts to a purchase or transfer document. These extra charge amounts can then be distributed amongst the specific order lines according to a defined allocation method. You must have already set up the relevant extra charges.

The following steps describe how to assign an extra charge to a purchase order. The same procedure can be followed for other purchase documents such as invoices, credit memos, and return orders, as well as transfer orders, but for simplicity only a purchase order is described in detail.

To assign extra charges to orders

1. In the Search box, enter Purchase Orders, and then choose the related link.
2. Open the purchase order that the extra charges relate to.
3. On the Navigate tab, in the Order group, choose Extra Charges.
4. In the Document Header Extra Charges window, fill in the fields.
5. Fill in a line for each extra charge you want to assign to the purchase order.
6. On the Actions tab, in the Functions group, choose Allocate to allocate each extra charge amongst the purchase lines.

You must allocate extra charges amongst order lines. If you assign an extra charge to an order, then post the receipt without allocating the charge, the extra charge amount will not be factored into the cost of the received items.