Edit Other Charges
Other Charges can be chosen for each Quote, Order, or Invoice, and can be used for calculated values. For example, one invoice might include a freight charge based on shipping weight while another might include a rush charge based on a percentage of the invoice total.
You define the charges that you want available through the Other Charges field. You name the field, decide how charges should be calculated, and choose the category that will be credited. In addition, you can lock the field so that users can’t override the calculated value.
To define an Other Charges entry:
1. Choose Show List from the Other Charges QuickPop list.
2. Click the Add button.
3. Define the entry in the dialog box that appears.
4. Click the OK button to add the entry to the list. (3073)
Other Charges can be changed independently for each Quote, Order, or Invoice, and can be used for calculated values. For example, one invoice might include a freight charge based on shipping weight while another might include a rush charge based on a percentage of the invoice total.
You define the charges that you want available through the Other Charges field. You name the field, decide how charges should be calculated, and choose the category that will be credited. In addition, you can lock the field so that users can’t override the calculated value.
To define an Other Charges entry:
1. Choose Show List from the Other Charges QuickPop list.
2. Click the Edit or Add button.
3. Define the entry in the dialog box that appears.
4. Click the OK button to add the entry to the list.
Choose Other Charges
On each quote, sales order, and invoice, you can choose from the Other Charges fields that have been defined. If you change the Other Charges field when dollar amounts have already been entered, Big Business recalculates the total if necessary.
To choose an Other Charges field:
• Choose the item you want from the Other Charges QuickPop list. (3074)
On each quote, sales order, and invoice, you can choose from the Other Charges fields that have been defined. If you change the Other Charges field when dollar amounts have already been entered, Big Business recalculates the total if necessary.
To choose an Other Charges field:
• Choose the item you want from the Other Charges QuickPop list.
To create a new item or edit and existing item:
• Choose Show List from the Other Charges QuickPop list.
Using Other Charges for Second Tax
The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:
-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from the Subtotal and Tax (e.g. flat handling charge)
-Calculating a “Percentage of Subtotal” (e.g. Discount, Surcharge, Freight by value)
-Calculating a “Percentage of Taxable“ (e.g. a second tax, VAT, GST, regional tax)
-Calculating a “Percentage of Total“ (e.g. Discount, Surcharge, cumulative Tax)
-Calculating “Weight By” a dollar amount (e.g. Freight by weight)
This Solution describes creating a Second Tax using the Other Charges field. Look for other Solutions describing the other uses of Other Charges.
(3133)
If your locale requires itemization of more than one tax, use the Other Charges field to calculate your second tax.
On a Quote, Sales Order, or Invoice:
1. Select Show List... from the Other Charges Pull-Down menu.
2. Click the Add button (+) to add a new definition.
3. Name your Other Charge.
The Other Charges Name will appear on printed sales transactions.
4. Select the method for Automatic Calculation.
For a Second Tax use Percentage of Taxable or Percentage of Total.
5. Define the Percentage (using a percentage not its decimal equivalent).
6. Select the appropriate Category.
7. Lock the Calculation to prevent the user from modifying the calculated amount.
8. Click the OK buttons to save your changes to Other Charges.
You can define as many Other Charges fields as you want.
Using Other Charges for a Discount
“We have a business that offers a progressive discount based on
the invoice total. Would it be possible to assign a negative value to an item in the "Other Charges" category?”
Yes!
The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:
-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from the Subtotal and Tax (e.g. flat handling charge)
-Calculating a “Percentage of Subtotal” (e.g. Discount, Surcharge, Freight by value)
-Calculating a “Percentage of Taxable“ (e.g. a second tax, VAT, regional tax)
-Calculating a “Percentage of Total“ (e.g. Discount, Surcharge, cumulative Tax)
-Calculating “Weight By” a dollar amount (e.g. Freight by weight)
This Solution describes creating a Discount using the Other Charges field. Look for other Solutions describing the other uses of Other Charges.
(3060)
In Other Charge Pull-Down found in the lower left corner of any sales transaction (Quote, Sales Order, Invoice) select Show List...
Click the Add button on the list to add a new Other Charge definition.
Name your Other Charge. This Name will appear on most printed sales transactions.
Define the method for Automatic Calculation. For a Discount use Percentage of Subtotal.
Define the Percentage as a NEGATIVE number using a percentage, not its decimal equivalent (i.e. -5, not -.05)
Select the appropriate Category being careful to select your Category for Discounts Allowed (to Customers), not your Category for Discounts Taken (from Vendors).
Lock the Calculation to prevent the user from modifying the calculated amount. In the example above, the calculation should be locked because the Name specifies 5%. If you were defining a Family Discount, however, you might want to not Lock the Calculation so that the result can be changed when creating the Sales Transactions.
You can define as many Other Charges fields as you want.
Keep in mind that Other Charges comes after the Subtotal and hence after any Tax calculation. To create a discount which reduces the taxable subtotal, add a discount as a taxable line item.