The Charge and Credit Codes tab of the Vendor screen contains information that allow users to set up any charge and credit (allowance) codes that might appear on a vendor's electronic invoice and link them to specific General Ledger accounts. These allowances can include taxes, freight/shipping costs, and miscellaneous charges.
- Under the Purchasing menu, click Vendors.
- To edit a vendor record, click on the Name hyperlink.
- All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option.
From the pop-up menu, check to show or uncheck to hide the desired tab(s).
- Click on the Charge and Credit Codes tab.
- To add a new code, click the Plus (Add) icon and enter the following:
- Code – Code for the vendor charge/allowance; this value must be unique.
- Description – Description for the vendor charge/allowance.
- GL Code – Select a GL Code from the drop-down to associate the vendor code with a specific GL Account.
- GL Description – This field will populate with the description from the selected GL Code.
- Type - Select 'All', 'Tax', 'Freight/Shipping', 'Miscellaneous 1', or 'Miscellaneous 2'.
- Default (check box) – Check this box if the Code entered is the default code for the selected "Type". Each type can only have one default "Code"; if this is the only Code for a particular Type, this box should be checked.
- Click the Disk (Save) icon to save your changes.
- To download and print these settings, click the Printer (Export) icon and select the desired options.
- If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
- When finished, click the X (Close) icon to return to the summary screen.
Vendor Detail tabs