User Guide for Setting Up Charges

This guide will help you add and configure Document Charges for Work Order Quotes and Work Orders in your system. Follow the steps below to complete the setup process.

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Step 1: Navigate to the Charges List

1. Access the Charges section by using the search feature or selecting an option from the main menu.

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Step 2: Create a New Charge

1. Click on the New button.
2. A page will open allowing you to set up a new charge.

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Step 3: Fill Out the Charge Details

1. Enter the Charge Code:
2. Click in the field labeled Code.

3. Type in the name for your charge (e.g., Service Charge).

4. Enter the Description:

5. Click in the field labeled Description.

6. Type a short description (e.g., Service Charge).

7. Select the Charge Type:

8. Click in the field labeled Charge Type.
9. Enter or select a relevant value (e.g., 1 for a specific type of charge).

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Step 4: Configure Posting Group and Tax Details

Set Up the Posting Group

1. Click in the field labeled Gen. Prod. Posting Group.
2. A list will appear; choose the appropriate option by clicking on it.
3. Click OK to confirm your choice.

Set Up the Tax Group Code

1. Click in the field labeled Tax Group Code.
2. A list will appear; choose the appropriate option by clicking on it.
3. Click OK to confirm your choice.

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Step 5: Customize Document Charge Settings

Modify Document Type Filters

1. Click on the field labeled On Document Type.
2. Select the desired type (e.g., 1 for specific documents).

Set Up Line Type Filters

1. Click on the field labeled Line Type Filter.
2. When the Line Type Filter page opens:
3. Use the checkboxes to select the options that apply.
4. Click OK to confirm your selections.

Set Up Service Type Filters

1. Click on Service Type Filter.
2. In the Service Type Filter page:
3. Use the checkboxes to select the appropriate service types.
4. Click OK to finalize your choices.

Set Up Customer Price Group Filters

1. Click on Customer Price Group Filter.
2. In the Customer Price Group Filter page:
3. Use the checkboxes to select the appropriate service types.
4. Click OK to finalize your choices.

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Step 6: Configure Fee and Amounts

1. Set the Fee Percentage:
2. Click on the field labeled Fee %.
3. Enter the percentage value (e.g., 10).
4. Enter the Minimum Amount:
5. Click on Minimum Amount (LCY).
6. Enter the minimum amount for this charge (e.g., 1).
7. Enter the Maximum Amount:
8. Click on Maximum Amount (LCY).
9. Enter the maximum amount (e.g., 250).

NOTE If a Charge needs to be a flat rate, enter a percentage of 1% and the same amount for both the Minimum and Maximum Amounts.

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Step 7: Configure Equipment Category

1. Click on the field labeled Equipment Category.
2. Select the appropriate category or value.

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Final Step: Review and Save

1. Double-check all configured fields to ensure accuracy.
2. Click Save to finish setting up your charge.

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Congratulations! You have successfully added and configured charges.