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Line Charges Subtask

Use this subtask of the Manage Purchase Order Vouchers screen to enter any additional charges that need to be applied to the voucher line.

Charges such as freight, tooling, and training are a few examples. These costs become part of the total cost of this voucher line.

Line charges from the Manage Purchase Orders screen that have not already been vouchered automatically default, but can be changed if necessary.

Use this subtask when line charges are needed for a voucher line and maintain it when changes are made to existing voucher line charges.

Table Window

Field	Description
Charge Type	Enter, or click to select, a valid charge type. You must establish the charge type on the Manage Line Charge Types screen in Purchasing.
Description	This non-editable field displays the description of the charge type.
Amount	Enter the value for this charge type. This amount should not include any sales or use tax. This amount must be greater than zero and fewer than 12 digits to the left of the decimal. The total amount for all line charges entered displays on the main screen as the Line Charge Cost Amount.
Taxable	This field displays the Taxable default from the Line Charges subtask of the Manage Purchase Orders screen for this charge type, but it can be changed if necessary. If this check box is selected, Costpoint calculates tax for this charge type. If this option is cleared, Costpoint does not calculate taxes for this charge type.
Taxability	This field displays Sales to apply sales tax or Use to apply use or reverse tax to the selected line charge that will be added to the purchase order voucher line. The value in this field must be the same as the Sales/VAT or Use/Reverse Tax for the purchase order voucher line. If the Taxable field is selected and this field is populated, then the Sales/VAT Tax or Use/Reverse Tax amounts are calculated, respectively.
Sales/VAT Tax Amount	Costpoint calculates the sales tax amount when the Taxability option on the main screen is set to Sales. The calculation follows: Amount times Tax Rate from the voucher line. You can change this field if necessary. You may need to change it in cases where the calculated amount and the amount from your vendor invoice differ due to rounding differences. The total sales tax and Value Added Tax (VAT) amounts for all line charges entered displays on the main screen as the Line Charge Sales/VAT Tax Amt.
Use/Reverse Tax Amount	Costpoint calculates the use or reverse tax amount when the Taxability option on the main screen is set to Use. The calculation follows: Amount times Tax Rate from the voucher line. You can change this field if necessary. You may need to change it in cases where the calculated amount and the amount to accrue differ due to rounding differences. The total use and reverse tax amounts for all line charges entered display on the main screen as the Line Charge Use/Reverse Tax Amt.
Total Amount	Costpoint calculates the total amount automatically; you cannot edit it. The calculation is Amount plus Tax Amount.
Apply Discount	Select this check box to apply the Discount Percent to the Total Amount for this line charge. Whether or not you apply the discount percentage affects the Discount Amount and Total Amount fields for the purchase order voucher line on the main screen table window.
Load Line Charges	Click this button to load line charges from the purchase order line charges.
Recalculate Tax Amt	Click this button to recalculate the line charge sales or the use tax amount.

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Line Charges Subtask

Use this subtask of the Manage Purchase Order Vouchers screen to enter any additional charges that need to be applied to the voucher line.

Charges such as freight, tooling, and training are a few examples. These costs become part of the total cost of this voucher line.

Line charges from the Manage Purchase Orders screen that have not already been vouchered automatically default, but can be changed if necessary.

Use this subtask when line charges are needed for a voucher line and maintain it when changes are made to existing voucher line charges.

Table Window

Field	Description
Charge Type	Enter, or click to select, a valid charge type. You must establish the charge type on the Manage Line Charge Types screen in Purchasing.
Description	This non-editable field displays the description of the charge type.
Amount	Enter the value for this charge type. This amount should not include any sales or use tax. This amount must be greater than zero and fewer than 12 digits to the left of the decimal. The total amount for all line charges entered displays on the main screen as the Line Charge Cost Amount.
Taxable	This field displays the Taxable default from the Line Charges subtask of the Manage Purchase Orders screen for this charge type, but it can be changed if necessary. If this check box is selected, Costpoint calculates tax for this charge type. If this option is cleared, Costpoint does not calculate taxes for this charge type.
Taxability	This field displays Sales to apply sales tax or Use to apply use or reverse tax to the selected line charge that will be added to the purchase order voucher line. The value in this field must be the same as the Sales/VAT or Use/Reverse Tax for the purchase order voucher line. If the Taxable field is selected and this field is populated, then the Sales/VAT Tax or Use/Reverse Tax amounts are calculated, respectively.
Sales/VAT Tax Amount	Costpoint calculates the sales tax amount when the Taxability option on the main screen is set to Sales. The calculation follows: Amount times Tax Rate from the voucher line. You can change this field if necessary. You may need to change it in cases where the calculated amount and the amount from your vendor invoice differ due to rounding differences. The total sales tax and Value Added Tax (VAT) amounts for all line charges entered displays on the main screen as the Line Charge Sales/VAT Tax Amt.
Use/Reverse Tax Amount	Costpoint calculates the use or reverse tax amount when the Taxability option on the main screen is set to Use. The calculation follows: Amount times Tax Rate from the voucher line. You can change this field if necessary. You may need to change it in cases where the calculated amount and the amount to accrue differ due to rounding differences. The total use and reverse tax amounts for all line charges entered display on the main screen as the Line Charge Use/Reverse Tax Amt.
Total Amount	Costpoint calculates the total amount automatically; you cannot edit it. The calculation is Amount plus Tax Amount.
Apply Discount	Select this check box to apply the Discount Percent to the Total Amount for this line charge. Whether or not you apply the discount percentage affects the Discount Amount and Total Amount fields for the purchase order voucher line on the main screen table window.
Load Line Charges	Click this button to load line charges from the purchase order line charges.
Recalculate Tax Amt	Click this button to recalculate the line charge sales or the use tax amount.