Purchases - Standard Charges

Purchases - Standard Charges

INTRODUCTION

Standard charges for Purchases can be used when creating a PO or posting an invoice.
Standard charges can be added in agility on both purchases and sales.

ADDING STANDARD CHARGES

Purchases

To access this go to Purchases>Ledger Maintenance>Standard Charges

This screen allows you to set up standing charges that may be entered when creating a Purchase Order or an Invoice. Examples of charges are Delivery Charges and Postage
Click the drop down box to display existing charges. To enter a new charge amend the description and press TAB. The system will prompt you ‘Add New Code’. Click OK and then enter the Default Nominal for the charge and the VAT Rate to be applied
Example above is for postage but a user may want to add one for delivery:
Click the drop down box to display existing charges.
To enter a new charge amend the description and press TAB. The system will prompt you ‘Add New Code’. Click OK and then enter the Default Nominal for the charge and the VAT Rate to be applied
Enter a description: e.g. Delivery
Select a nominal account: e.g. P75300(Freight Charges)
This needs to be created in agility if it does not exist
Select VAT Rate: e.g. R23

SUPPLIER OVERALL DISCOUNT

There may be times when a supplier gives an overall discount and this is possible by creating a charge but calling SUPPDISC or anything that helps the user identify the charge as a discount.
When this gets posted the user would enter a negative value.

Add a Charge

If you know that the supplier will add a charge when invoicing this can be added at this time by clicking on the Add Charge button. This will open up the charges screen



Select the appropriate charge from the drop down list. This list is compiled from standard charges that have been created as described in Chapter One / Standard Charges page 17. Enter the amount and click OK.
The details will down appear in the charges grid at the bottom left of the main screen


If you need to edit this charge double-click on the line



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