Workflow Configuration - Charges

Configuration Wizard - Charges (Step 20 of 22)
This step allows input of charge types relevant to this event type. See the Default Charge Calculations topic for more details on how charges are automatically populated into an event.

Configuration Wizard - Step 20 of 22 - Charges

Add Charge

Add a new charge type associated with this event type. This is the same interface as 'View/Edit Charge Type':

Event Charges Dialog

Charge Type - the name of the charge type must be unique per event type. To add charge types, see the navigation below:

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Locate Charge Types

Charge GL # - optional field, the charge's general ledger number for reference

Cost GL # - optional field, the charge's cost general ledger number for reference

Discount GL # - optional field, the charge's discount general ledger number for reference

Automatically Add - whether this charge is automatically added to the event, assuming a matching default charge of this type is set up for the event equipment.

Charge Type Filter - a filter that decides which equipment should be associated with this charge type + event type combination. If no filter is set up, then all equipment is considered.

View/Edit Charge

View/edit the selected charge type - same interface as 'Add Charge' above

Delete Charge

Delete the selected charge type from the grid.

Additional Charges Settings

Additional Charges Settings

Auto-Add of Charges From Estimates

These settings control how estimates (if used) are first checked for charges. The estimating system is always checked first for charges - if estimate charges are found, then charges are NOT added from the equipment or linked-template levels.

Include All Discounts in Charge Amounts - Not as Separate Items

Use this setting if you prefer discounts to be added as separate charge items, not simply included as a reduction in the charge amount.

Require At Least 1 Charge (Of Any Type) Before Event Completion

This is like an Event Completion Rule - the event cannot be completed until at least one charge has been added. We don't work for free, right?

Require At Least 1 Charge From An Estimate Before Event Completion

This option is like the one above but requires that at least one charge from a linked estimate is present before the event is completed.

Show When Selecting Event Types for Scheduled Work Items In the Order System

This option is related to selecting an event type from within Scheduled Work Items in the Order System. You might have dozens of events in the Workflow Configuration - but only certain event types would be appropriate choices when prompting for events to associate with a Scheduled Work item. Typically these would be your service-related billable event types. If this option is unchecked, then the event type will be hidden.

Event Listing that can be filtered from Workflow Configuration...Charges tab

Show When Selecting Event Types for Charge Items In the Order System

This option is related to selecting an event type from within Charge Items in the Order System. You might have dozens of events in the Workflow Configuration - but only certain event types would be appropriate choices when prompting for events to associate with a Charge item. Typically these would be your service-related billable event types. If this is unchecked, then the event type will be hidden.

Filtered Event Types - As Prompted When Using 'Add Charges Using EquipmentFinder' |