Charges Tab
All non display-only fields in this tab are editable for new and existing SO Lines as long as said Line has not been fully issued.
Save Changes
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If on Normal SO Entry UI, once satisfied with changes for this and/or other tabs, click OK on the Sales Order Line pop-up window (which will return the view to the Sales Order Header), and click Save on the Sales Order Header to apply values/updates.
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If on High Volume SO Entry UI, and/or directly on Sales Order Line view, simply click Save to apply values/updates.
Fields
From the ‘Charges’ tab, the following fields can be set for the Sales Order Line: Freight Amount, Packaging Amount, Handling Amount, Sales Account, Shipping Clearing Account, COS Account, Shipping Clearing Amount, COS Amount, Freight Cost, Tax Exempt, Override Tax Calculation, Override Tax Amount, Unit Price, System Calculated Price, Price Source, and Price Book.
This tab is distributed in four different areas.
Top left area
Fields contained in the top left area are related to shipping charges. The values default from the Product associated with the SO Line and are open to overrides when the Sales Order Line is not yet issued. The line amounts will be carried over to the SO Shipper Lines and SO Invoice Lines but, they will not be included to the total shipping charges calculations unless the SO Header > Charges Tab is set to Sum XXX from Lines. These settings are also carried from the SO Header to the SO Shipper and SO Invoice and can be overridden on the SO Shipper before it is invoiced, and on the SO Invoice before it is approved.
Freight Amount: Defaults from the Default Freight Amount value on Product Master. It can be automatically derived if using Freight Pricing Callout from SO Entry, by clicking on the Calculate Freight Charges button on SO Header > Additional section > Shipping tab. If a markup has been defined (field Freight Markup Percent, SO Header > Shipping tab.), the fetched Freight Cost will be increased by said markup, and the resulting amount set on this Freight Amount field. An alternative way of calculating SO LIne freight amount is using Freight Calculations.
Packing Amount: Defaults from the Default Packing Amount value on Product Master but can be overridden.
Handling Amount: Defaults from the Default Handling Amount value on Product Master but can be overridden.
Top right area
Freight Cost: This field carries the sum of the freight charges for all 'SO Line Packages', calculated using the Container Size and the number of Units per Container defined on the Product record for this SO Line. The API call to UPS or FedEx (Freight Pricing Callout from SO Entry), by using the Calculate Freight Charges button, determines the cost value for this field.
Tax Exempt: Defaults from values on Product Master > Lead Time & Misc Tab. When checked, indicates that Sales Tax should not be applied to a SO Line for this Product. If the SO Header is Tax Exempt, the SO Line will also be considered exempt, even if this box is not checked. The setting is honored when calculating taxes using Avalara Integration.
Lower left area
Sales, Shipping Clearing and COGS Accounts: Fields default from the value on Product Master > Accounts tab, unless there is a Customer Product for the Customer and Product of this SO header and SO Line, in which case the values will be fetched from the Accounts & Attributes tab, on said Customer Product Record.
Amount fields on the lower left section will be updated as the SO Line progresses through the SO Fulfillment process. If Consolidated Fulfillment Active is checked (SO Control > Order Processing tab.) the Shipping Clearing Amount and Shipping Clearing Accounts will not be used, as Issue and Ship steps are completed at once.
Shipping Clearing Amount: Total cost of entities (Inventory and Non-Inventory) that have been issued on SO Fulfillment, until the eventual transfer to Cost of Sales at shipment time.
COS Amount: Total cost of Sales for this SO Line, stamped at Shipment step of SO Fulfillment.
Lower right area
Fields on the lower right area are related to Pricing for this SO Line.
Unit Price: Cost of a single Unit for this line
System Calculated Price: System Calculated Price for this line. See Price Source for how both price and price discount was derived.
Price Source: This field displays the sources used to create the price. It is dynamically built as the price is calculated. The key to reading the value and determining the discounted price is as follows. For further details see Price Discount Logic.
If a Price Book is used:
If there is no price book, then:
Price Book: The Price Book associated with this line item. Defaults from the value on Customer Master > Sales Order Defaults tab. and can be overridden while the SO Line is not yet Issued.
Project Charge Code: If using Project Charge Codes or Job Code Maintenance, available Charge Code records from the SO Line's Project will be available here. If using Project Charge Code, this is a mandatory field.
SEE ALSO
Sales Order Header Creation and Management
Sales Order Edit
Sales Order Line - Creation and Management
Sales Order Line Additional Section/Button
Sales Order Header Charges Tab
