Edit Extra Charge Type Window

Type

The code assigned to the extra charge type. Extra charge types define the extra charges that users can enter on statement headers in the Extra Charges group. An extra charge is an expense that is separate from the regular cost of items, such as taxes and freight.

Enter a code that is short and easy to associate with the extra charge and that is consistent with other extra charge codes you have defined. You can enter letters, numbers, or a combination of both. (Be aware that your library may have a certain format you need to follow.)

Take note:

You cannot change or delete the extra charge type if it is assigned to a statement.

Description

Enter a description of the extra charge type, such as “Handling.”

Default Budget

The default budget category for the extra charge type. Horizon uses this budget category for extra charges of this type unless the user enters a different one in the statement header.

Enter the code of the budget category you want to use as a default for this charge type, or click Codes to choose the category from a list. To add or edit a category, click Codes. Then click Add or Edit in the Code Lookup window.

Take note:

When users enter this budget category for extra charges on a statement header, Horizon automatically uses the budget category’s fiscal year allocation that corresponds to the fiscal year defined in your Acquisitions parameters. (For more information, Acquisitions Parameters) If a fiscal year is not specified in the Acquisitions parameters, Horizon uses the workstation year to determine which fiscal year allocation to use. If there is no matching fiscal year allocation but there is a nonfiscal allocation (an allocation with no year specified), Horizon uses that allocation.

 


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