Default Charge Calculations

In addition to adding charges manually, charges can also be automatically populated into an event. There are various rules and order of operations related to this process. First, charge types must be linked to the current event type in Workflow Configuration - Charges step. Turn on the 'Automatically Add' checkbox for the related type if you want it automatically added when the event is launched for an asset. Note that there are 2 'pools' from which default charges can be drawn:

1. From a related estimate's charges

2. From the default Charges setup for the Equipment or related Template

If the Workflow Configuration. Charges option for 'Add All Charges From Estimates - Even If Not Listed Above' is ON, then IndySoft will first look for any Estimates that are in an APPROVED state that relate to the current asset in the current event type. If a matching charge is found, it is auto-added into the event from the related Estimate. Suppose the 'Prompt Before Adding Charges From Estimates - For Types Not Listed Above' option is turned on. In that case, a yes/no confirmation will be shown before auto-adding any charge types not set up in Workflow Configuration for the current event.

If the process above does NOT result in auto-adding any charges, then IndySoft attempts to locate any default charges that are set up on the asset-level or linked template. So if you want a default SERVICE charge added to all CALIBRATION events, you must first make sure SERVICE is listed as a charge type in Workflow Configuration...Charges step. Next, you must ensure all related assets have a default charge setup on the asset or linked template levels. IndySoft then loops through all matching charge types to auto-add these charges. Note that each charge type association in Workflow Configuration...Charges have an equipment filter box for noting acceptable equipment conditions. If this filter passes, then IndySoft proceeds. If the 'Only Add Charges From Estimates For Types That Are Listed Above' option is checked in Workflow Configuration...Charges then IndySoft first checks for a related estimate for the charges (as above). If no estimate is found, then IndySoft attempts to locate charges from the equipment or linked-template level. Finally, if a charge is found on this level, then IndySoft checks the related Company to see if any Discount Rules are set up in the Add/Edit...Companies...Companies wizard. If so, these discounts are applied to the equipment-level or linked-template-level price, and the charge is added.

Note: the display of Discounts as charges in the event is dependent upon the Workflow Configuration setting of the 'Include All Discounts In Charge Amounts - Not As Separate Line Items' checkbox on the 'Charges' step. |