Miscellaneous Charges

Data Source: PFWTAB

To open the Miscellaneous Charges screen, hover over the Configuration link from anywhere within IntelliDealer and select Service> General Ledger> Miscellaneous Charges from the drop down list.

The Miscellaneous Chargesscreen allows you to edit, copy or add miscellaneous charges. Miscellaneous charges added to the system will appear on the Miscellaneous Charges screen and can be used as a valid charge code throughout the Service module.

The following sorting options appear on the Miscellaneous Charges screen:

Sort by
Field Description
Code Sort the search results by code number.
Location Sort the search results by branch location.
Description Sort the search results by description.

The following search fields appear on the Miscellaneous Charges/Credit screen:

Field Description
Select Code Search for miscellaneous charges by code.
Select Location Search for miscellaneous charges by branch location.
Select Description Search for miscellaneous charges by description.
Include Inactive Select the check box to include inactive miscellaneous charge codes in the search.

The following fields appear on the Miscellaneous Charges screen:

Field Description
Code The code that will be used to refer to a miscellaneous charge in the system.
Location The branch location of the miscellaneous charge.
Charge Rate % The amount of the charge. If the amount is zero, the user can specify the amount when invoicing.
Description The minimum/default quantity sold to the miscellaneous charge or credit.

Move the cursor over a Code field to edit or view the Miscellaneous Charge details.

Click on the Need to create a new miscellaneous charge? Click here to add link to add a miscellaneous charge to the system.

The following button allows you to complete your work on the Miscellaneous Chargesscreen:

Button Function
Close Closes the Miscellaneous Charges screen and returns to the Configuration Quick Links screen.