Add/Edit...System-Wide...Charge Types/Service Levels

Add/Edit Charge Types/Service Levels
Charge Types can be populated with your company's specific terms and nomenclature in the Charges dialog/tab. To populate the Charge Types List in Dashboard View, navigate to the Add/Edit tab in the left panel and select System Wide --> Charge Types from the drop-down menu.

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System-Wide Add/Edit Charge Types/Service Levels

Click 'New Item' to add a new Charge Type or to 'View/Edit Item.'

Add New Charge Type

Charge Type

Type in the specific term or nomenclature

GL Acct#

General Ledger account number (if applicable)

Currency Code

As of version 14.1, this field is slated to be deprecated from functionality as Currency Codes will NOT be driven by the Charge Type or Service Level.

Charge Group

This is another field which can be used to designate charges into groups. This can be used for Service Level and Non-Service Level Charges.

Taxable

Check box if Charge Type is taxable

Service Level

If Service Level is Checked, then this charge type can be selected as a Service Level in the dedicated Equipment (14.1) and Order System (14.2) Service Level Fields.

Service Group

If Service Level is Checked, then the user can designate that service level under a Service Group. The Service Group is intended for use in the Taxonomy Tree Batch Creation Options. Service Groups can be created under Add/Edit... System-Wide...Service Groups.

Productivity Tip

The Add/Edit Charge Types and Charges dialog boxes can be filtered and customized in many ways. See General Interface for more information.

Buttons and Icons are detailed here.Using System Wide Charge Types - Dashboard
In the Equipment View tab, Click on the Details menu.

Equipment View - Details Menu

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Dashboard - Equipment View - Charges

Click 'New Item' to add a new Charge Type from the List or to 'View/Edit Item.'

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Add New Charge with Drop Down Charge Type List

Fill out the applicable fields in the 'Add New Charge' Dialog. Click 'OK' to finish. Note: The 'Units' drop-down menu is populated via the Units of Measure list. The information you added will transfer to the Equipment View Charges window. Use the scroll bar to view all of the fields. Supporting Documents can also be added or viewed in the adjacent window. |