Manual charges

Manual charges are used to record a charge without a contract, e.g. consulting services. If a unit is entered, the charge will hit the P&L.

1. At the Asset Management main menu, select Customer | Billing | Manual Charges. The Work With Manual Charges display screen appears, displaying all manual charges that are not yet processed.
2. Click Add . The Edit Manual Charges add screen appears.
3. Fill in the fields as required.

   Customeris the customer who will be billed for this manual charge. You can click on the Prompt button to select the customer from a list.

   Facilityis the facility the manual charge is being billed from. You can click on the Prompt button to select the facility from a list.

   Customer POis the purchase order number that the customer provided to authorize the manual charge.

   Charge Dateis the date that will appear on the invoice for the manual charge.

   Descriptionis a brief description of the manual charge.

   Unitis a specific equipment unit that the manual charge applies to. It is optional. You can right-click in the field and select Prompt to select the unit from a list.

   Charge Codeidentifies the type of charge this is, e.g. admin, fine. You can right-click in the field and select Prompt to select the charge code from a list.

   Charge Fromis the date the manual charge will begin.

   Charge Tois the date the manual charge will end. It can be the same as the Charge From date.

   Charge G/L Accountis the general ledger account that the manual charge will be posted to. You can right-click in the field and select Prompt to select the account from a list.

   Charge Facilityis the facility that the charge is originating from. You can right-click in the field and select Prompt to select the facility from a list.

   Amountis the amount the customer will be billed for the manual charge, to 2 decimal places.

4. Click Enter to save the charges. The Edit Manual Charge change screen appears. Tax amounts calculated by Enrich will appear on the screen.
5. If credit checking is being performed and the customer does not have sufficient credit, the Credit Restrictions screen appears.
• You will need to get a supervisor's approval to continue. If a supervisor is not immediately available, you can Exit the screen and the transaction will be saved in Entered status, with all the details.
6. To work with taxes for a charge:
   1. Right-click on the charge and select Tax Detail. The Edit Manual Charge Line Taxes change screen appears.
   2. Change any field values as required.

      Tax Amountis the amount to be billed for the tax, to 2 decimal places.

      Prov/Stateis the province or state that charges the sales or value added tax. You can right-click in the field and select Prompt to select the province or state from a list.

   3. Click Enter to save the changes.
   4. To add new taxes for the charge, click Add . The Edit Manual/Misc Charge Taxes add screen appears.
   5. Fill in the fields as required.

      Tax Codeis the tax to be charged. You can right-click in the field and select Prompt to select the tax from a list.

      Tax Amountis the amount to be billed for the tax, to 2 decimal places.

      Prov/Stateis the province or state that charges the sales or value added tax. You can right-click in the field and select Prompt to select the province or state from a list.

   6. Click Enter to save the new taxes.
   7. Click Exit to return to the Edit Manual Charge change screen.
7. To load the default values for the taxes on the screen:
   • Click Recalc Tax . The default account number for taxes will appear in the Charge G/L Account field; it can be changed.
8. To post and create an invoice for these charges:
   1. Click Post . The Post Manual Charges screen appears.
   2. Click Post. You will return to the Work With Manual Charges display screen where the new transaction will appear in the list and the message "Invoice 999 has been created" will appear at the bottom of the screen.
   3. To print the invoice, right-click on the transaction and select Invoice. The Manual Charge Invoice display screen appears.
   4. Click Print Invoice . The invoice will print on your default printer.

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