Overview
Describe fields contained in the Sales Order Header > Charges tab, and functionality related to them. After changes are completed, the user can commit them by clicking Save on Sales Order Header.
Charges Tab
Fields
Sum Freight from Lines: When this box is checked, the Freight Amount field is automatically populated by summing the Freight Charges of the Sales Order lines. When this box is not checked, the Freight Amount can be manually entered on the header record.
Sum Handling from Lines: When this box is checked, the Handling Amount field is automatically populated by summing the Handling Charges of the Sales Order lines. When this box is not checked, the Handling Amount can be manually entered on the header record.
Sum Packaging from Lines: When this box is checked, the Packaging Amount field is automatically populated by summing the Packaging Charges of the Sales Order lines. When this box is not checked, the Packaging Amount can be manually entered on the header record.
Freight Amount: This is the field for the total Freight Amount for the Sales Order. When the ‘Sum Freight from Lines’ box is checked this field will show the sum of the SO line Freight Amounts. When unchecked, the total Freight Amount can be entered manually and is carried at the SO Header level.
Handling Amount: This is the field for the total Handling Amount for the Sales Order. When the ‘Sum Handling from Lines’ box is checked this field will show the sum of the SO line Handling Amounts. When unchecked, the total Handling Amount can be entered manually and is carried at the SO Header level.
Packaging Amount: This is the field for the total Packaging Amount for the Sales Order. When the ‘Sum Packaging from Lines’ box is checked this field will show the sum of the SO line Packaging Amounts. When unchecked, the total Packaging Amount can be entered manually and is carried at the SO Header level.
NOTE The default values for shipping amount (F/H/P) can be set on the Product, main area of the page, and will be inherited by each newly added SO Line for given Product. if Sum XXX from Lines is checked, the SO Header's charge amounts will rollup the amounts from each line, and display the total on this tab, using the charge Amount fields. Freight Charge Sales Acct: The Sales (Sub Ledger) Account for Freight Charges.
Handling Charge Sales Acct: The Sales (Sub Ledger) Account for Handling Charges.
Packaging Charge Sales Acct: The Sales (Sub Ledger) Account for Packaging Charges.
NOTE The Charge Sales Accounts default from the values set on SO Control Account Defaults Tab. These can be overridden manually on the SO Header, or by selecting, on the SO Header, a Sales Order Type containing a different set of Charge Sales Accounts.Tax Exempt (Resale): When checked, the entire Sales Order is considered Tax Exempt and no tax amounts will be calculated or included in the price. When unchecked, the taxable determination is made at the line level. The value defaults from field Tax Exempt (Resale) - Customer Master Credit Tab.
Order Discount Pct: This field shows the discount percentage that is applied to the Lines Total amount after the SO Line discount has already been applied to each line, when applicable, and without including Shipping Charges. The value defaults from Customer Master Sales Order Defaults tab, and can be overridden. If using a Customer Agreement with Volume Discount, this field will be updated when the Lines Total is over the Order Volume value specified on Customer Agreement > Additional > Volume Discount Details tab.
EXAMPLE When the Sales Order Total is calculated and deals a value greater than the Order Volume, the Discount Percentage set on the Customer Agreement will be applied, and the user will receive a warning message, such as below;
Warning:
The Sales Order discount has been changed from XX.XXXX to YY.YYYY with volume discount for agreement <Customer Agreement Name>
Price Book: This is the default Price Books for this Sales Order. If the Price Book method of pricing is being used, it is carried to the Sales Order Lines (and can be overridden at the SO Line level).
SEE ALSO
