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Add additional charges to the sales return

About additional charges

You can add new additional charges or select from the list of additional charges you have set up.

You can create a sales return that only contains additional charges or that contains additional charges and free text items which do not require confirmation only. To credit these orders, you must print the credit note immediately when prompted.

To add additional charges

Open: Sales Order Processing > Sales Returns > Enter New Sales Return | Return Details.

1. Click Add items.
2. Select Additional Charge.
3. Enter Additional charge details.

   • To add an established charge, select the charge using the Charge code drop-down; the charge details are displayed.
   • To enter a new additional charge, leave the Charge code blank and enter a description of the charge in the Charge name box.
4. Enter the Item totals.

   Tax rate	Select the relevant tax rate.
   Net value	Enter the net value of the charge.
   Net cost	Enter the cost of the additional charge. This is used to calculate the profit level for the charge.

5. If required, enter Project Analysis and Nominal analysis information.

   Project analysis	Select the Project Code and select the project item for Revenue postings from the Project analysis tab. Project analysis only applies if you have integrated with project accounting. The projects you can choose from are the projects with Allow Revenue selected on their status.
   Nominal analysis	This shows the default nominal account for revenue. This is used to post the value of the stock. The nominal account is taken from the stock item record. If you have selected to allow the amendment of nominal codes on the SOP settings Order Entry tab, then check the nominal account displayed. Amend the code, if required.

6. To view or change analysis codes, click Analysis Codes.

   Analysis Codes.

   Click Analysis Codes to view or change the analysis codes. To change an analysis code, you must have selected Allow amendment of analysis codes in the SOP settings Order Entry tab. Select the required Values from the drop-down lists. To add a new value to this analysis code, click New value. To add new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.

7. Click Save to add the additional charge to the return.