Miscellaneous Charges/Credits
Data Source: CGIIMC
To open the Miscellaneous Charges/Credits screen, click a charge or credit Description or the Need to create a new miscellaneous charge/credit? Click here to add link on the Miscellaneous Charges/Credit screen .
Note: The following fields and buttons may change depending on if you click on a description or add a missing miscellaneous charge/credit to the list.
The Miscellaneous Charges/Credits screen allows you to add or maintain miscellaneous charges and credits, as per amounts, the associated G/L account, quantities, discounts and Tax 1 - 4 applications.
The following fields appear on the Miscellaneous Charges/Credits screen:
| Field | Description |
|---|---|
| Location | The branch location. |
| Description | A brief description of the miscellaneous charge/credit. |
| Amount | The amount of the miscellaneous charge. If the amount is zero you can specify this when invoicing. |
| G/L Account | The G/L account number being posted to when the miscellaneous charge is sold/applied. |
| Minimum/Default Quantity |
The minimum number of times the miscellaneous charge/credit can be applied. Note: If the charge/credit field on an invoice segment is left blank, the value entered will be used. |
| Maximum Quantity | The maximum number of times the miscellaneous charge/credit can be applied. |
| System Type | Whether the miscellaneous charge or credit is applicable to equipment, rental or both. |
| Discount Applies | If a discount applies to the charge. |
| Tax 1 Applies | If the Tax 1 value applies to the charge. |
| Tax 2 Applies | If the Tax 2 value applies to the charge. |
| AvaTax Product Code | Identifies the type of item being sold. |
| Tax 3 Applies | If the Tax 3 value applies to the charge. |
| Tax 4 Applies | If the Tax 4 value applies to the charge. |
| Show in Totals Only |
Shows the miscellaneous charges/credit after the units selling price. Note: The Show in Totals Only field only applies when a custom quote format is being used. |
| Active for System |
If selected, will allow you to add the miscellaneous charge/credit to equipment quotes and invoices. Note: This switch will only appear when editing an existing miscellaneous charge/ credit. By default, all new charges/ credits are active for the system. |
The following buttons allow you to complete your work on the Miscellaneous Charges/Credit screen:
| Button | Function |
|---|---|
| Save | Saves changes made on the Miscellaneous Charges/Credit screen. |
| Save & New |
Saves a newly added miscellaneous charge/credit and refreshes the Miscellaneous Charges/Credit screen, allowing you to add another miscellaneous charge/credit without closing the screen. Note: This button appears only by accessing the Miscellaneous Charge/Credit screen by clicking the Need to add a new miscellaneous charge/credit? Click here to add link. |
| Save & Next |
Allows you to save any edits/changes made to the selected miscellaneous charge/credit and scroll through to the next miscellaneous charge/credit in the list to apply any edits/changes. Note: This button appears only by accessing the Miscellaneous Charge/Credit screen by clicking on a Description. |
| Delete | Deletes the selected miscellaneous charge/credit from the list. |
| Close | Closes the Miscellaneous Charges/Credit screen without saving changes and returns to the Miscellaneous Charges/Credit screen. |