When the retailer sends an allowance or charge through on an order, the allowance/charge code needs to be mapped properly for a certain item to validate the order lines.

You may not have seen allowance and charges on orders from your trading partners in the past. They are part of the EDI process.

Allowance and charges are available at the header and line-item level of invoices.

Header Line items are charges applied to all of the items in an order.

Line Items are charges to 1 line item in an order. 

Sample invoice with allowance and charges:

Setting Up Allowance & Charges in The Order Exchange

First you need to make sure that an item is specified for the allowance or charge item. Once it is added to the item list of TOE, it needs to be mapped to the allowance code.

Click on the Menu --> Lists --> Allowances and Charges

Select the code from the list and make sure item is mapped for Header Item Code or Line Item Code accordingly. You need to have separate codes for Header allowance and Line Allowances.

When you click Edit next to the respective Allowance/Charge, the screen will display a small window:

Input either the Header or Line Item Code.

Input the Tax Code 

Select A, C or N for the Default Indicator.

Click the Update button to save your work.

Sample completed information:

In the event AllowChrgAmt and AllowChrgRate are swapped, you can change the line item allowance handling using the Allowance Charge Rule under Retailer settings: