By item type, enter a percentage of unit price and/or a dollar amount that allows a line item to be approved for processing. Line items that have an invoiced unit price outside either one of the tolerances causes a message to display (see Accounts).

For each item type, you have the option of defining the elements of cost that can either be included in the average unit cost or can be applied to the work order. Selecting Freight, Discount, or Tax causes TabWare to perform the following check regardless of price variance:

if the item is on inventory AND

the item has a quantity on hand <> 0 AND

the item type uses the average pricing method.

If these conditions are met, the portion of freight, discount, or tax on the invoice for that item is calculated into the average unit cost for the item on inventory. If any of these conditions are not met, the cost appears in the unapplied variance column on the transaction. If the unapplied variance <>0 and the charge is to a work order, the amount is immediately applied to the work order. If an item is unmarked, the cost associated with it does not have a value in the unapplied variance column on the transaction. Click on the appropriate check boxes for Freight, Discount, and Tax as you define options for each item type.

At the item type level, enter accounts that apply for Freight and Discount. Click the question mark icon to the right of the Freight or Discount fields to display a popup in which you can enter selection criteria, search, and then select one of the displayed entries to fill in the appropriate account.

Select the preference for handling situations where the PO unit price exceeds the invoiced unit price.

Select this option if you want TabWare to update any work order with charges submitted to that work order via the Details button of a Direct Charge Voucher.