ACT Specifying Invoice Category Surcharges
You can specify invoice category surcharges at the global level, so they apply to all cost centers, and at the cost center level, so they apply to a specified cost center. Any specifications for individual cost centers override the global specifications.
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To specify global invoice category surcharges, select the Surcharges option on the Financial Recap File Specification Menu (MWF;4;2;3;2;2;4). To specify invoice category surcharges for a specific cost center, select Invoice Options on the Cost Center Attributes menu (MWF;4;2;1;1;2).
_____________________________________________________________ +-----------------------------------------------------------+ | Date: __/__/__ Administrator: _________ | +-----------------------------------------------------------+ Invoice Surcharge Category Description Percent -------- ---------------------------------------- -------- ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____________________________________________________________
Use the Global Invoice Category Surcharges Worksheet to define the following parameters:
- Invoice Category
- Description: The invoice category to which the surcharge percentage will be applied.
- Default: N/A
- Values: Numeric, 0 - 8999
- Invoice Category Description
- Description: The descriptive name of the invoice category. (For your use only. This information is automatically displayed on the Surcharges panel when you enter an Invoice Category.)
- Surcharge Percent
- Description: The surcharge percentage that will be applied to this Invoice Category for all cost centers.
- Default: N/A
- Values: Numeric, 0 - 100
- Note:Decimal positions are allowed but the total length of the field is restricted to 8.
Example - Global Invoice Category Surcharge
The following Global Invoice Category Surcharge Example shows a 10% surcharge for Invoice Category 1100, Central Processor(s), and a 5% surcharge for Invoice Category 1200, Channels. _____________________________________________________________
Invoice Surcharge Category Invoice Category Description Percent -------- ---------------------------------------- -------- 1100 CENTRAL PROCESSOR(S) 10 1200 CHANNELS 5 ____________________________________________________________
Use the following Cost Center Inv. Category Surcharge Worksheet to define the following parameters:
_____________________________________________________________ +-----------------------------------------------------------+ | Date: __/__/__ Administrator: _________ | +-----------------------------------------------------------+ Invoice Surcharge Category Description Percent -------- ---------------------------------------- -------- ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____ ________________________________________ _______ ____________________________________________________________
- Cost Center Name
- Description: The name of the cost center. (For your use only. You will select the cost center on the Cost Center Selection panel.)
- Invoice Category
- Description: The invoice category to which the surcharge percentage will be applied.
- Default: None
- Values: 4-digit Invoice Category number
- Note:The invoice category surcharge is computed before any fixed percentage surcharge is computed for the total invoice amount.
- Invoice Category Description
- Description: The descriptive name of the invoice category. (For your use only. This information is automatically displayed on the Cost Center Attributes panel when you enter an Invoice Category.)
- Surcharge
- Description: The surcharge percentage that will be applied to the invoice category for this cost center.
- Default: None
- Values: 0 to 100. Up to 6 decimal positions.
Example - Invoice Category Surcharge for a Specified Cost Center
In the following Cost Center Invoice Category Surcharge Example a 10 percent surcharge will be applied to Invoice Category 1100, Central Processor(s), for the Eastern Region cost center, overriding any global surcharge specified for Invoice Category 1100.
_____________________________________________________________ Cost Center Name EASTERN REGION Invoice Category 1100 Invoice Category Description CENTRAL PROCESSOR(S) Invoice Category Surcharge 10 (0 - 100) _____________________________________________________________