Alternate Charge
Use the Alternate Charge tab to charge parts to equipment or to a specific G/L account without opening a work order.
Prerequisites: to use the alternate charge feature, Allow Alternate Charge in Parts Invoicing checkbox must be selected on the System Settings: Location screen.
To open the Alternate Charge tab, click an Order Number on the Parts Invoicing screen, or click the Need to create a new invoice? Click here to add link.
Alternate Charge tab
Fields on the Alternate Charge tab are:
| Field | Description |
|---|---|
| Order Number | The sales order number. |
| Location | The location of the sales order. |
| Asset/Stock Number |
The asset/stock number of the machine. Note: You can only enter a ? in this field if the Allow ? Stock Order Number on Alternate Charge switch is activated on the Authorization List for Product Support - Parts Invoicing screen. |
| G/L Account |
The general ledger account number used to post the alternate charge. Only accounts with blank application types, or application types 'I' and 'H' (Equipment Inventory and History Only) are accepted on the alternate charge tab. If the unit is in Invoiced status, or if you leave this field blank and there is a matching Equipment Defaults entry set up, the system auto-populates this field with the default Expense Account from the Equipment Defaults screen. If the Expense Account field is blank, the inventory account on the equipment default record is used. The inventory account is also used for units in inventory or rental status. |
| Description | A brief description of the invoice. The invoice description appears in the G/L History. |
Buttons on the Alternate Charge tab are:
| Button | Description |
|---|---|
| Save | Saves changes made to the Alternate Charge tab. |
| Save/Close | Saves changes made to the Alternate Charge tab and closes the screen. |
| Close | Closes the Alternate Charge tab without saving and returns to the Parts Invoicing screen. |