Supplementary Charges (OE30)

The Supplementary Charge screen opens when the Supp. Charge button is clicked.

Using the Supplementary Charge screen:

1. Enter or select from the query a Supplementary Charge Code. Supp. Charges are defined in Maintain Supplementary Charges (IN01).
   • If you enter the 'Miscellaneous' Charge ('**'), you must enter information in the 'Amount' and the 'GL Code' fields. (The 'Units' and 'Rate' fields are unavailable.)

2. If the Supp. Charge is to be calculated as a 'dollar rate per # of units' charge, then enter the number of units to be used in the Units field. 'Dollar rated' charges are calculated as follows:
   Number of units * Dollar Rate

3. Enter a Rate in the Rate field. If a Rate already displays in this field, and the Rate is accurate, press Enter. The Rate entered may represent a Percentage or a Dollar Value that is charged per number of units.
   • If the charge amount is calculated as a Percentage of Product sales, then the Percentage is entered in the 'Rate' field. The Supp. Charge is set up with a 'Per Factor' of 100 in IN01. The amount charged is calculated based on the extension of all Product detail lines that PRECEED the Supplementary Charge.

   • If the charge amount is calculated as a Dollar Value, then the Dollar amount is entered in the 'Rate' field. The Supp. Charge is set up with a 'Per Factor' of 1 in IN01. The amount charged is calculated based on the number of units entered.
     • If the rate entered is less than the minimum value defined in the Min. Charge (Invoice) field in IN01 for the Supp code, the following message displays: "Charge of x.xx is less than the minimum of #.##. Replace with minimum charge? Yes/No". If you select Yes, the supplementary charge is updated to the value of the minimum charge for the supp code. If you select No, the supplementary charge on the Totals folder is updated with the Rate * the extended total of all products entered prior to the supp charge.

   • If the 'Rate' you enter is for re-stocking charges, i.e. intended to reduce the amount of a Credit Note, the 'Rate' entered must be negative.

4. When the Supplementary Charge is a fixed Amount, enter the Amount to be charged in the Amount field. Note: If a 'Rated' Supplementary Charge is added to an Order/Invoice, and a fixed 'Amount' is also entered for the Supplementary Charge code, the fixed 'Amount' overrides the calculated amount.

5. The fields in the Miscellaneous Charge section are only available if a Miscellaneous Supplementary Charge Code ('**') is entered:
   • Enter or select from the query a valid GL Code as defined in Maintain Chart of Accounts (GL01).

   • Enter a description of the GL Code in the Description field or press Enter to accept the default description.

6. To Override the Tax Group, select the Override check box. This opens the Tax Group field, allowing you to enter or select from the query the override Tax Group required.
   • Every Supplementary Charge (IN01) is assigned a Product Tax code. Product Tax Codes are created in Maintain Product Tax Exception (IN07) and are used by the tax routine to identify any 'exceptions to the rule' when calculating taxes on the Product.

   • For more information on setting up Product Tax Exceptions in IN07, click here.

   • For more information on the Tax Set Up in Enterprise, click here.

The following table outlines the functionality of each button on the Supplementary Charge window:

Button Label	Icon	Functionality
Submit		Adds the Supplementary Charge to the current Order and closes the Supplementary Charge window.
Delete		Removes the selected Supplementary Charge from the current Order and closes the Supplementary Charge window.

^{Supplementary Charge}