Miscellaneous
Charge Item Maintenance Miscellaneous
Charge Item MaintenanceUse this program to add, change, and inquire on items that are used for miscellaneous charges on sales orders and rental contracts.
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Use this screen to enter or update the details of a miscellaneous charge item. These details include the item's cost, price, whether it is taxable, or discountable, and the general ledger category it is assigned to for revenue distribution.
Miscellaneous Charge Item Maintenance - Launch
Miscellaneous Charge Item Maintenance
Sales Item Message Maintenance
Sales Item Discount Maintenance
Displays the item number you want to add, change, or inquire on.
Displays the stock classCode used to categorize sales items for analysis and reporting. You may choose to make the stock class a subset of the vendor code. associated with the item number.
Enter or accept the current status for the sales item. Valid codes are:
A - Active
D - Deleted
S - Suspended
Enter the code that represents the type of miscellaneous charge item. Valid codes are:
LB - Labor
DL - Delivery
PK - Pick up
FL - Fuel
TX - Taxes
CL - Cleaning
MS - Miscellaneous Item
EC - Environment Charge
CP - Coupon
Enter a brief description of the item.
Enter text that you can use to search for this item on inquiry screens.
Enter the manufacturer's item number assigned to this item.
If applicable, enter the UPC number assigned to the item.
If applicable, enter the code associated with the UPC number. Two codes are supported, and the default code is UP.
Enter the code that represents the link between this item and the G/L sales revenue distribution file. The G/L distribution determines the general ledger account numbers used for revenue, inventory and cost of goods sold when this item is charged. This information might be defaulted from the item's stock class, and it might be protected against changes on this screen.
If field ZXYON3 of control record SAITMM is set to Y, this G/L category is defaulted from the master record of the stock class assigned to this item, and you cannot change it.
If control record SAITM2 - Use G/L Cat in Stock Master is set to Y, the G/L category is always defaulted from the stock class assigned to the item, regardless of any setting here.
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Enter NS if this sales item is considered a non-stock item that is not included on reorder reports and physical inventory count sheets. Use the Default Codes program in Cross Application Maintenance to set up additional user-defined stock status codes using code SS.
Enter a product number to use for tax purposes if you have the AVP tax package installed.
Enter the material code for this item that classifies it for VATValue added tax. The tax structure used outside of North America. (value added tax) purposes.
Enter or accept the last or most current cost of this item.
Enter or accept the code for the currency in which all monetary amounts on this screen are displayed/entered.
Enter the manufacturer's suggested list price for the item. This amount is not used for invoicing; it may be used for calculation of cost or selling price based on the codes assigned for auto calculations.
Enter the retail price normally charged for this item. In the event there are no discounts or other pricing codes assigned for the transaction, this is the price the system uses when this item is being sold.
Auto calculate regular price based on Cost or List
If you want to use the item's cost or list price to automatically calculate its regular (retail) price, indicate which one to use: List Price (L) or Cost (C).
If you entered a code in the Based on field, enter the percentage by which the list price or cost should be multiplied to arrive at the regular (retail) price.
Enter the price that is used when this item is sold to a customer with a price code of P in their master record.
Auto calculate preferred price based on Cost, List, or Regular
If you want to use the item's cost or list price or regular price to automatically calculate its preferred price, indicate which one to use: List Price (L), Cost (C), or Regular Price (R).
Percentage of Cost, List, or Regular
If you entered a code in the Based on field, enter the percentage by which the list price, cost, or regular price should be multiplied to arrive at the preferred price.
Enter the price that is used when this item is sold to a customer with a price code of D in their master record.
Auto calculate dealer price based on Cost, List, Regular, or M
If you want to use the item's cost, list price, regular price or the formula of List price + Last cost / 2 to automatically calculate its dealer price, indicate which one to use: List Price (P), Cost (C), Regular Price (R), or Formula (M).
Percentage of Cost, List, or Regular
If you entered a code other than M in the Based on field, enter the percentage by which the list price or cost or regular price should be multiplied to arrive at the dealer price.
If set to Y, the system will not process this item in the Earned Not Billed report.
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Enter the code that represents the smallest unit of measure in which this item is sold, purchased, or stocked.
Enter the code that represents the second unit of measure in which this item is sold, purchased, or stocked.
Enter the quantity of items in the first unit of measure that is equivalent to one unit in this second unit of measure.
Example: The
first unit of measure is EA
for each. The second unit of measure is BX
for box. There are 10
of this item (in eaches) in one box, so enter 10
in the Quantity field.
When this item is sold, purchased, or counted during inventory,
you can enter a unit of measure of BX, and the actual boxes sold, purchased,
or counted, and the system calculates the amount in eaches based on this
quantity.
Enter the code that represents the third unit of measure in which this item is sold, purchased, or stocked.
Enter the quantity of items in the first unit of measure that is equivalent to one unit in this third unit of measure.
Example: The
first unit of measure is EA
for each. The third unit of measure is CS
for case. There are 100
of this item (in eaches) in one case, so enter 100
in the Quantity field.
When this item is sold, purchased, or counted during inventory,
you can enter a unit of measure of CS, and the actual cases sold, purchased,
or counted, and the system calculates the amount in eaches based on this
quantity.
Indicate whether you apply tax to this item when you sell it. If the customer to whom you are selling the item is marked as non-taxable, this setting is ignored.
Indicate whether this item is discountable. If set to N, this setting overrides discounts set in the customer master file and sales item discounts set in Sales Item Discount Maintenance. This setting does not disallow manually entered discounts.
Indicate whether sales of this item are calculated for sales representative commissions.
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Function Key |
Description |
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F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F5 |
Refresh. Refresh the screen and remove entered data. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F15 (Shift + F3) |
Locations. Advance to the Miscellaneous Charge Item Maintenance - Locations screen. |
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F16 (Shift + F4) |
Item Message Maintenance. Advance to the Sales Item Message Maintenance program. |
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F17 (Shift + F5) |
Item Discount Maintenance. Advance to the Sales Item Discount Maintenance program. |
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F23 (Shift + F11) |
Delete. Delete the current miscellaneous charge item record. Press F23 again to confirm the deletion. |
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F24 (Shift + F12) |
More. Display more available function keys for the program. |
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