Inventory Transaction Surcharge

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Inventory Transaction Surcharge

 

 

Use

 

This screen is displayed when a surcharge added to a transaction is selected and the “Edit” button is clicked. This screen enables to edit the details like the surcharge amount, discount and tax code for the surcharge selected for that transaction.

 

Data Setup Screen

 

Field

Type

Description/Activity

Code

Text Box

Displays the code of the surcharge.

Description

Text Box

Displays the description of the surcharge.

Amount Type

Dropdown

Displays the type of surcharge as a percentage of the transaction amount or a fixed amount. The user can edit the amount type.

Amount

Textbox

Displays the amount of surcharge (fixed amount or percentage) as per the amount type specified. The user can edit the value in this field.

Discount Type

Dropdown

Displays the type of discount added to the surcharge:

None - no discount is given on the surcharge amount.

Amount - a fixed amount of discount is given on the surcharge amount.

Percentage - a percentage of the surcharge amount is given a discount.

The user can edit the discount type selected.

Discount Amount

Textbox

Displays the amount of discount as per the discount type specified. The user can edit the value in this field.

Tax Code

Lookup

Displays the tax code applicable to the surcharge. The user can select any other tax code. Click … to open the Tax Code Search screen and select the code.

The field is displayed only if the selected surcharge is taxable.

OK

Button

The button updates changes to the database and closes the screen.

Cancel

Button

The button does not save any changes and closes the screen.

 


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