Suppliers who are required to utilize Electronic Data Interchange (EDI) by their trading partners need to accept the Standard Allowance and Charges (SAC) for inbound electronic documents. They must also be able to separately track and apply it correctly in the invoices for the shipped product.
Type a unique digit for the SAC code. This is mandatory. If you are viewing a SAC discount/charge, it will display the code for this SAC code. This code can only be edited using the recode functionality. For more information, see Recoding.
Type a description for the SAC code. This is mandatory. If you are viewing a SAC code, it will display the description of this SAC code which you can edit as required.
Select this check box to indicate that the SAC code is active. By default, this is selected.
Select Discount or Charge to define if the SAC code is for discount or charge. This is mandatory.
Select Header or Line to define whether the SAC code is to be applied to the order level or line level. This is mandatory.
Type or select an item group for the SAC code. The item group is based on the item group defined at Item group at the item maintenance (go to Order ➔ Items ➔ Maintain or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), in the Financial tab under the Financial section. You can leave this box blank to display price lists or price agreements with any item group.
Select this check box to indicate if the SAC discounts/charges amount will be excluded from the settlement discount.
Note: The Exclude: Settlement discount check box is available only if you have selected Charge at the Type field under the Options section.
Type or select the fixed tax code to be applied to the SAC code. This is mandatory. For more information, see Creating and maintaining tax codes.
Note: The Sales tax code check box is available only if the Use tax module check box is not selected under the VAT section in General ledger settings at System ➔ General ➔ Settings.
Type or select the classification for the SAC code.
Click Tax schedule to select multiple taxes for the SAC code. For more information, see Creating and maintaining tax schedules.
Note: Under the Tax section, to maintain multiple taxes for SAC charges, the Use tax module check box must be selected under the VAT section in General ledger settings at System ➔ General ➔ Settings. Once enabled, the Classification (Tax) and the Tax schedule buttons are available under the Tax section in the Standard allowance charge screen.
Select Percentage, Fixed amount, or Amount per unit to specify the calculation method for the SAC code.
Note: The Amount per unit is available only for SAC discounts/charges at the line level.
Type the percentage of the fixed amount or net sales amount (excluding VAT and discounts/charges) for the SAC code.
Click this to save the SAC code.
Click this to create a SAC code.
Click this to exit.