Accessed by way of Terminations / Quotations & Extensions / Manual Quotations and selection of the Other Charges Tab. Followed by selection of the New Charge command button.
The Create Charge form enables selection of an existing charge code against the Termination. Charge code details are initially set-up within Terminations / Miscellaneous Options / Charges .
This screen is split into three parts that are as follows:
In addition to displaying the screen name the Title Bar provides a number of other useful identification criteria and buttons.
The New Charge Dialogue Box contains the following fields:
Selection of the ellipsis button immediately to the right of this field presents a Charge Codes List Box that displays existing codes. The appropriate code may be highlighted/selected and the OK command button used to return the code and its associated details to the Create Charge form.
The text associated with the selected charge code. This text defaults in with the selected charge code but may be amended if required. Up to three lines of fifty characters of text are available for text entry. This text appears on the recharge invoice to the customer.
The charge value associated with the selected charge code. This value defaults in with the selected charge code but may be amended if required. This is the charge value (net of VAT) that is to be recharge to the customer.
The code that is to be used to calculated the VAT to be added to the invoice. This code defaults in with the selected charge code but may be amended if required by selection of an alternative VAT Code for the list presented by the drop-down-arrow immediately to the right of this field.
This is a calcualted value using the Value and the VAT Code. This value may be edited if required.
This is a calcualted value and is the total of the charge Value and the VAT Value. This value cannot be edited.
The following command buttons are available within this screen:
Returns the appropriate values to the Other Charges Tab.
Returns to the Other Charges Tab without selecting a code and its associated values.
Provides online context sensitive help.