====== Direct Charges - Legacy ======

Direct charges are used to expend funds without an associated line item. Types of direct charges include processing fees, shipping fees, handling fees, tax, **[[blanket_orders|blanket orders]]**, **[[credit_memos_legacy|credit memos]]**, and other miscellaneous types. There are also prorated direct charges that spread the cost of fees across funds associated with the line items in an invoice.

<note>

With the exception of the Blanket Order charge, it is best not to use direct charges to encumber money in a purchase order as money is not always disencumbered properly.

</note>

===== Charge Types =====

==== Usually used on invoices that also have line items ====

  *     Tax
  *     Handling Charge - (Proratable)
  *     Processing Fee - (Proratable)
  *     Shipping Charge - (Proratable)

==== Only used on invoices that also have line items ====

  *     (Non-proratable) Shipping Charge
  *     (Non-proratable) Processing Fee
  *     (Non-proratable) Handling Charge

==== Usually used in invoices without line items ====

See [[creating_direct_charge_invoices|Creating Direct Charge Invoices]]

  *     Non-Library Item
  *     Serial Subscription
  *     Salesman’s Order
  *     Standing Order
  *     Library Item
  *     Database

==== Special Charges ====

  *     **[[credit_memos_legacy|Credit Memo]]** – Should only be used in an invoice. A Credit Memo is used to negate an invoiced amount. Credits are usually issued by the vendor and should be entered into Acquisitions if an invoice has been finalized.
  *     **[[blanket_orders|Blanket Order]]** – Should only be used in a purchase order. A Blanket Order charge is used on a purchase order to encumber an amount of money in a fund. The amount is then spent down over time through invoicing. Blanket Order charges should never be added to invoices.

===== Adding a Direct Charge to an Invoice =====

{{ ::acq_direct_charge_add.png?direct |Direct Charge}}

  -     Retrieve or **[[creating_an_invoice_manually_legacy|create the invoice]]**.
  -     Click on the **Add Charge** link.
  -     Select the **Charge Type** from the dropdown menu.
  -     Select the **Fund** you want the charge to come out of.
  -     Enter the **Title/Description** of the item. :!: Optional but helpful if the charge is for a particular resource or title and you want to be able to find it in a report.
  -     Enter the amount you were **Billed**.
  -     Enter the amount you **Paid**.
  -     Click **Close** to finalize the invoice, or **Save** to save your work without finalizing the invoice.

===== Adding a Prorated Direct Charge to an Invoice =====

<note>

Prorated charges can only be used on invoices that have line items.

</note>

  -     Retrieve or **[[creating_an_invoice_manually_legacy|create the invoice]]** with line items.
  -     Click on the **Add Charge** link.
  -     Select the appropriate proratable **Charge Type** from the dropdown menu.
  -     :!: You will not be able to select a fund. The fee will be split across the line items in the invoice.
  -     Enter the **Title/Description** of the item (optional but helpful if the charge is for a particular resource or title and you want to be able to find it in a report)
  -     Enter the amount you were **Billed**.
  -     Enter the amount you **Paid**.
  -     Click the **Prorate** button.
  -     Click **Close** to close the invoice, or **Save** to save your work without closing the invoice.