Distribute Charges

You must distribute charges one type at a time.

To distribute charges on an open invoice

1. Find the invoice you want to edit, and open it in the Invoice workform.
2. Select ACTIONS > DistributeCharges from the menu bar.

The Distribute Charges dialog appears.



3. Select one of the following charge types:
• Cataloging services
• Special handling
• Service
• Shipping
• Binding format
4. Select one of the following under Action:
• Overwrite existing charge— replace the charge already entered in the line item. Also select this option if no charge was previously entered.
• Add to existing charge— add the charge to the charges already entered.
5. Select one of the following under Distribute:
• Evenly across line item segments— distribute the same charge amount to all the line segments for the invoice.
• Based on total quantity received— apply the charges based on the quantity received in each segment.
6. Enter the amount to distribute in Amount.
7. Select OK.

To manually adjust distributed charges, go to the Invoice Line Item workform > Segments view > Charges table, and edit a row. For more information, see Edit an Invoice Line Item.