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Overview

  • AATC needs to collect Solid Waste Fees for about 25 items.

  • There are two types of fees:

    • Tire Solid Waste Fee, per unit charge, $1

    • Battery Solid Waste Fee, per unit charge, $1.5

  • AATC could collect both fees for certain items.

  • AATC collects a Tire Solid Waste Fee when selling trailers for the number of tires that the trailer has.

  • Question: If an item/trailer has 4 tires, should we charge $1 or $4. Is there somewhere to tell how many tires an item has? We need this to calculate the correct Tire Solid Waste Fee Amount

Setups

  • On the Item page, add two check box fields: Done

    • Collect Tire Solid Waste Fee

    • Collect Battery Solid Waster Fee

  • On the Company Setup page, add 4 fields: Done

    • Tire Solid Waste Fee Service Item, an item lookup field.

      • Must point to a Liability GL Account on APS for the item. (ask AATC)

    • Battery Solid Fee Service Item, an item lookup field.

      • Must point to a Liability GL Account on APS for the item (ask AATC)

    • Tire Solid Waste Fee Amount

    • Battery Solid Waste Fee Amount

Saving Sales Order

  • System will automatically create Sales Lines for the Tire Solid Waste Fee and Battery Solid Waste Fee.

Sales Invoice Process

  • When creating Sales Invoices from Sales Orders, test to make sure the Tire Solid Waste Fee and Battery Solid Waste Fee are added with the right amount. Done

  • When posting Sales Invoices, test to make sure the Tire Solid Waste Fee and Battery Solid Waste Fee are added with the right amount. Done

Accounting Variable1

  • Write a trigger on the Sales Invoice Line to populate Accounting Variable 1 using the Warehouse name on the Sales Invoice Header. Done, used the warehouse name to find a match in accounting variables.

  • Turn on Accounting Variable 1 Required for all Income Statement GL Accounts and certain Liability and Fixed Asset GL Accounts. (ask AATC), waiting for AATC

    • AATC uses Fixed Asset GL Accounts to run tangible tax reports.

Solid Waste Reports

  • Reports can be created using the GL Entries for the specific Liability GL Accounts, grouped by Accounting Variable 1.

  • Users can create AP Invoices to record the payable for the month to offset the Liability GL Accounts.

  • Users can then pay the AP Invoices.

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