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The General tab is where detailed information about the charge type is stored. Careful maintenance of this area is required to ensure accurate and efficient finance operations.




Any code can be chosen to represent the charge type, but it must be unique and up to 6 digits long. Once saved, this code cannot be changed.


The description of the charge type. Clicking the icon will launch the translation editor. This is used to translate the description into different languages. This enables automatic translation of a charge type description to a different language when a foreign language document is produced.


Opens the language selection popup where the language and translation may be entered.


Opens the selected translation in the language selection popup in order for the translation to be changed.


Deletes the selected translation.


Closes the translation editor.


The date from which the charge type is valid, to the date on which it expires. If the "to" date is left blank it is assumed the charge type has no expiry date.


It must be defined if the charge type is for:

  • Services
  • Goods
  • Duties

This is important for statistical purposes.

Breakdown by:

When a charge is applied at a master level, in order to obtain jobcosting figures for the houses on that master, the master charges must be apportioned among the house shipments. This drop down menu enables the method of apportioning the charge from master to house to be selected:

  • No Breakdown The charge is never broken down.
  • Equally The charge will be divided equally amongst all the house shipments.
  • By chargeable weight The charge will be pro-rated according to the chargeable weight of each house shipment.
  • By gross weight The charge will be pro-rated according to the gross weight of each house shipment.
  • By volume The charge will be pro-rated according to the volume of each house shipment.
  • By number of pieces The charge will be pro-rated according to the number of pieces on each house shipment.
  • By Profit share The charge will be pro-rated using the Profitshare (CPA) applied to each house shipment.

Costs can only be broken down to house shipments.

Transit Item

The check box is used to exclude a charge code from profit reporting. This may be desirable for some charges whose income and costs are equal and therefore there will be no profit or loss on this charge type. This can simplify profit reports by presenting only charges that positively or negatively impact final profit figures.

Freight Costs

This field is of importance in countries where taxes are charged on freight forwarding operations. In these countries, normally taxes are not charged on freight charges that occurred outside of the country where the shipment will be billed. For example on an air import shipment, any charges that occurred outside of the country where the charges will be billed will be marked as freight charges in order for them to appear as tax free charges when the shipment is billed to the responsible party.

Equal Cost

These are charges whose costs will always be the same as the income amount. Finance applications will automatically create cost reserves for these charges that match the income amount. These charges will also appear on profit reports.

Show Charge Construction on Voucher

The method used to construct the total amount of the charge code will be printed on the voucher.

General Ledger Filter

A general ledger code must be applied to the charge type.
General ledger codes can be found using the Field search function

debit only

The charge type can only be used on outgoing documents

Credit only

The charge type can only be used on incoming documents

Voucher Texts

Texts to be included on documents when the charge type is used.


Translations of voucher texts used on documents.


Opens a pop-up window to create a new translation


Edits the text highlighted in the translations list.


Deletes the selected text


Use the Field search to find the desired language.


The test translation


Saves the translations and exits.


Closes the pop-up window without making any changes.

Tax Defaults

Define taxes for the charge type


Opens a pop-up window where the taxes applied to this charge type for a specific country can be recorded.


Removes the highlighted tax entry


Opens a tax editor to change the tax properties of the charge type.


The country where the taxes apply. Use the field search function to locate the desired country.


The drop down list will present tax types for the country selected. These are maintained in the country master data.


Saves the tax entry.


Removes the tax entry


Opens the tax entry in an editor.


Saves the general details of the charge type.


closes the general tab of the charge type without any changes.

More specific charge type details are stored using the profiles tab .