Field/Button |
Status |
Description |
Allowance/Charge Type |
Mandatory |
Enter the code representing the type of allowance/charge/adjustment, or choose from the pick-list by clicking the ellipsis. |
Amount |
Mandatory |
Enter the total amount of the allowance/charge/adjustment. |
Allowance #/Charge # |
Conditional |
Enter the code, assigned by a vendor, referencing an allowance, promotion, or charge. |
Currency/ Exchange Rate |
Mandatory |
Enter the currency of value for this allowance/charge/adjustment, or choose from the pick-list by clicking the ellipsis. The exchange rate will auto-fill from the chosen currency, but you can manually update this value as well. Check the Fixed Rate box to lock in the entered exchange rate. |
Rate Pricing |
Conditional |
Enter the information used for the rate pricing of this allowance/charge/adjustment. This is used if the adjustment is based on the amount of product. (ex. $10 per Box) |
Allowance/ Charge % |
Conditional |
Enter the decimal representation of the percentage on which the allowance/charge/adjustment is based. |
Description |
Optional |
Enter a narrative description of the allowance/charge/adjustment. |
OK/Cancel |
Buttons |
OK will save the allowance/charge. Cancel will cancel and go back to the main AII screen without saving. |
After completing the Allowances & Charges Tab, move on to the Misc Tab.