Miscellaneous charges

Miscellaneous charges are used to bill a customer for things like missed contract charges, fuel, damages, etc.

1. At the Asset Management main menu, select Customer | Billing | Miscellaneous Charges. The Work With Miscellaneous Charges display screen appears, listing all miscellaneous charges in the system that have not yet been processed.
2. Click Add Misc Charges . The Edit Miscellaneous Charges add screen appears.
3. If you are selecting multiple units for the charge:
   1. Fill in the Charge Code and Charge Amount fields.

      Charge Amount is the amount that the customer will be billed for the miscellaneous charge, to 2 decimal places. This field is required if selecting units, in which case it will be applied to each unit selected. It will also be copied down to the line level Amount fields.

      Charge Code identifies the kind of charge this is, e.g. fine, damage, admin, etc. You can click on the Prompt button to select the charge from a list.

   2. Click Select . The Select Units for Miscellaneous Charge display screen appears.
   3. Right-click on a unit to be charged and select Select. An asterisk will appear in the column to the right of the unit number.
   4. Repeat step c as needed.
   5. Click Exit to return to the Edit Miscellaneous Charges change screen.
4. Fill in the fields as required.

   Descriptionis a brief description of the miscellaneous charge, which will appear on the Work With Miscellaneous Charges display screen. It is optional.

   Charge Codeis the kind of charge this is, e.g. fine, damage, etc. You can click on the Prompt button to select the charge from a list.

   Charge Amountis the amount that the customer will be billed for the miscellaneous charge, to 2 decimal places. This field is required if selecting units, in which case it will be applied to each unit selected. It will also be copied down to the line level Amount fields.

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

   Processing Optionidentifies whether the miscellaneous charge should be added to the customer's next invoice or billed immediately on a separate invoice. You can click on the Prompt button to select the processing option from a list.

   Unitis the equipment unit that the miscellaneous charge will be applied to. You can right-click in the field and select Prompt to select the unit from a list.

   Amountis the amount that the customer will be billed for the miscellaneous charge, to 2 decimal places. If left blank, the amount entered in the Charge Amount field will be copied to this field.

   Proc Optidentifies whether the miscellaneous charge should be added to the customer's next invoice or billed immediately on a separate invoice. You can right-click in the field and select Prompt to select the processing option from a list.

   Customer Co/Numberis the customer who will be billed for this miscellaneous charge. You can right-click in the field and select Prompt to select the customer from a list.

5. Click Enter to save the charges. The Edit Miscellaneous Charges change screen appears.
6. To override taxes for a line:
   1. Right-click on the line and select Override Tax. The Edit Manual/Misc Charge Taxes change screen appears.
   2. Make any changes required.
   3. Click Enter to save the changes.
   4. To add taxes, click Add . The Edit Manual/Misc Charge Taxes add screen appears.
   5. Fill in the fields as required.

      Tax Codeis the type of tax to be charged on the miscellaneous charge. 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 taxes.
   7. Click Exit to return to the Edit Miscellaneous Charges change screen.
7. To process the charge and create billing records for it:
   1. Click Process . The Process Miscellaneous Charge screen appears.
   2. Click Process. The charges will be processed and billed, and you return to the Work With Miscellaneous Charges display screen.

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