Setup Requirements for Miscellaneous Charge Items

Following are the control maintenance records used with miscellaneous charge items, along with additional setup requirements.

Control Maintenance Record

Set the following control maintenance record:

• Exclude MiscChrg Products From Customer Demand Index

Creating Miscellaneous Charge Item Products

Create as many miscellaneous charge item products as needed. Give each item a distinct description that quickly stands out from other real products. For example, you could create a series of miscellaneous items, such as Misc Assembly Charges, Misc Bank Charges, and Misc Service Charges.

After creating phony products that represent frequent categories of customer expenses, you can enter them as itemized charges on the Body tab of a sales order.

Use Product Maintenance to create products for miscellaneous charges. In the Status field, press F10 and select the MiscChrg status. And in the GL Account / Product Type field, press F10 and specify a miscellaneous charges account that your company uses.

Creating Miscellaneous Charge Item Accounts

Use G/L Account Maintenance to set up the accounts used for miscellaneous charge items. You can select the Misc. Charge Allowed check box to enable an account for miscellaneous charge items.

See Also:

Entering Miscellaneous Charge Items

Sales Management Setup Overview