Allowances & Charges Tab

 

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.