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Settings

Setting up Extra Charges for Service Acknowledgments

When you create a service acknowledgment (purchase receipt for a service purchase order), you can enter any additional costs that were associated with the performance of the service (e.g. material costs). When you create an invoice from the service acknowledgment, the system records the additional costs as an extra charge line.
You can set the type of extra charge to be used for additional costs invoice lines. The system will automatically apply the default taxes for the site to the extra charge line. You can set the tax rates for each of the default taxes that will be applied to this extra charge line.

To Set Extra Charge Settings for Service Acknowledgments

1.
From the Site window, select the Administration menu and then Invoice Management Settings. The Invoice Management Settings dialog appears.
Tip: You can also access invoice management settings from the Site window by selecting the Invoicing view, Settings tab, and then the Invoice Settings node in the tree.
2.
Select the Services tab, and enter the following settings:
Setting Name
Description
Extra charge for services additional costs
The type of extra charge that the system should use when creating extra charge lines on invoices for the additional costs associated with a service acknowledgment.
Federal tax rate for service acknowledgments
The rate used for federal taxes on services additional costs. You can select any tax rate included in the site’s default federal tax.
When you acknowledge a purchased service, you can enter that there were charges in addition to the hourly rate for the service (such as for additional materials). The tax rate selected here is applied when an invoice is created for the service.
Note: Taxes can have multiple tax rates. This setting does not affect the default tax rate for the site’s default federal tax.
State or provincial tax rate for service acknowledgments
The rate used for state or provincial taxes on services additional costs. You can select any tax rate included in the site’s default state or provincial tax.
When you acknowledge a purchased service, you can enter that there were charges in addition to the hourly rate for the service (such as for additional materials). The tax rate selected here is applied when an invoice is created for the service.
Note: Taxes can have multiple tax rates. This setting does not affect the default tax rate for the site’s default state or provincial tax.
Local tax rate for service acknowledgments
The rate used for local taxes on services additional costs. You can select any tax rate included in the site’s default local tax.
When you acknowledge a purchased service, you can enter that there were charges additional to the hourly rate for the service (e.g. for additional materials). The tax rate selected here is applied when an invoice is created for the service.
Note: Taxes can have multiple tax rates. This setting does not affect the default tax rate for the site’s default local tax.
3.
Click OK to save and close the Invoice Management dialog.