Add Miscellaneous Charge
Data Source: PFWTAB
To open the Add Miscellaneous Charge screen, click a Code or the Need to create a new miscellaneous charge? Click here to add link on the Miscellaneous Charges screen.
The Add Miscellaneous Chargesscreen is used to define various Work Order miscellaneous charges (eg: shop supplies, environmental charges) to be used in the Work Orders application. Before the details of the charge are established in this configuration table, a part master record must be added. This will drive sales of the miscellaneous charge to the appropriate G/L account. These miscellaneous items can then be applied to a Work Order.
The following fields appear on the Add Miscellaneous Charges screen:
| Field | Description |
|---|---|
| Code | Enter a unique identifier for this particular miscellaneous charge. |
| Location | The branch location of the miscellaneous charge. |
| Description | Enter a description of the miscellaneous charge. This description will appear on the Work Order invoice. |
| Charge Rate % | If this miscellaneous charge is to be calculated as a percentage of parts and/or labor, fill in the percentage rate to be charged on the Work Order invoice. |
| Applied To | If this is a miscellaneous charge based on a percentage, indicate here whether the percentage is to be calculated on: Parts, Labor, or Both. |
| Charge Amount | If this miscellaneous charge is a fixed rate, indicate the amount of the charge in this field. |
| Minimum Charge |
If this miscellaneous charge is based on a percentage, a minimum charge amount can be defined in this field. This field applies only to percentage calculated charges. At least this amount will be charged to the work order, regardless of the value of parts and/or labor charged there. Note: This amount can be overridden by the user completing the work order. Note: If you add a miscellaneous charge with a Minimum Charge amount to a work order, the system will issue a warning when attempting to close the order if the full minimum charge amount has not been billed to the order. |
| Maximum Charge |
If this miscellaneous charge is based on a percentage, a maximum amount to be charged to the work order can be defined in this field. This field applies only to percentage calculated charges. This amount will not be exceeded when charges are posted to the work order, regardless of the value of parts and/or labor charged there. Note: This amount can be overridden by the user completing the work order. |
| Apply Charge Defaults | Select this check box to indicate if this charge should always be posted to the work order. |
| Default Tax 1 Code | Indicate in this field the Tax 1 code that should be used as a default for the current charge. If the current charge is never taxable, enter the Tax 1 exemption code in this field. If a specific tax code does not apply to this charge, leave this field blank so that the appropriate Tax 1 code for the Work Order will default from the Customer Profile. |
| Default Tax 2 Code | Indicate in this field the Tax 2 code that should be used as a default for the current charge. If the current charge is never taxable, enter the Tax 2 exemption code in this field. If a specific tax code does not apply to this charge, leave this field blank so that the appropriate Tax 2 code for the Work Order will default from the Customer Profile. |
| Tax 3 Applies | Select the check box to indicate that this charge is subject to any tax code defined under Tax 3. |
| Tax 4 Applies | Select the check box to indicate that this charge is subject to any tax code defined under Tax 4. |
| Part Number: OTHER |
The system uses a part number (starting with "OTHER") to post the miscellaneous charges defined in this table. The purpose of the part number is to indicate the G/L account that sale of these charges would be posted to. The user must define the miscellaneous charge as a part in the system. Note: This field already has the word "OTHER" spelled out as the prefix for the part. In this field, you only need to fill out the remaining characters of the part number. Note: The part number can be a maximum of 15 characters or less with 'OTHER' as the first five. |
The following button allows you to complete your work on the Miscellaneous Chargesscreen:
| Button | Function |
|---|---|
| Save | Saves your changes to the Miscellaneous Charges screen. |
| Copy | Create a new copy of this Miscellaneous Charge. |
| Save & New | Saves your changes to the Miscellaneous Charges screen and opens a new blank screen for you to add another Miscellaneous Charge. |
| Close | Closes the Miscellaneous Charges screen and returns to the Configuration Quick Links screen. |