Creating an Extra Charge Type

If you use EDIFACT electronic invoices and want Horizon to automatically specify a default budget for extra charge types or prorate charges between the statement lines, contact the vendors who send the EDIFACT electronic invoices. Ask each of them what codes they use for the extra charges. Be sure you create these extra charge types on your Horizon system.

To create an extra charge type

1 Start the Extra Charge Type Table Edit process.

The default location of this process is the Acquisitions\Acquisitions Setup folder on the navigation bar.

Horizon opens the Table Editor and displays the List Extra Charge Type window.

2 Click New to display the Edit Extra Charge Type window.
3 Enter a code for the extra charge you want to define in the Type field.
4 Enter a description of the extra charge in the Description field, such as “Handling.”
5 Enter the code of the budget category you want use as a default for the charge type, or click Codes to choose a budget category from a list.

If there are fiscal year allocations defined for the category, Horizon uses the budget year specified in your Acquisitions Parameters when users enter the extra charge on a statement.

6 Save your changes.
7 Repeat steps 2–6 for each additional statistical class you want to create.

 


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