Miscellaneous credits

1. At the Asset Management main menu, select Customer | Billing | Miscellaneous Charges. The Work With Miscellaneous Charges display screen appears.
2. Click Add Misc Credits . The Edit Miscellaneous Credits add screen appears.
3. Fill in the fields as required.

   Descriptionis a brief description of the miscellaneous credit, which will appear on the Work With Miscellaneous Charges display screen.

   Credit Dateis the date that will appear on the invoice for the miscellaneous credit.

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

   Customeris the customer the credit is being issued to. You can click on the Prompt button to select the customer from a list.

   Original Invoice#is the number of the invoice containing the original charge that is being credited. You can right-click in the field and select Prompt to select the invoice from a list.

   Rsnis the reason the credit is being issued. You can right-click in the field and select Prompt to select the reason from a list.

   Unitis the equipment unit that the miscellaneous credit will be applied to. This field will be filled in automatically when an invoice is selected. You can right-click in the field and select Prompt to select the unit from a list.

   Amountis the total amount that the customer will be credited, to 2 decimal places.

   Charge Codeis the type of charge being credited. You can right-click in the field and select Prompt to select the charge code from a list.

   Contract Typeidentifies what type of contract this is. You can right-click in the field and select Prompt to select the contract type from a list.

   Contract Numberidentifies the contract the unit is on. You can right-click in the field and select Prompt to select the contract from a list.

4. Click Enter to save the credits.
5. Click Change . The Edit Miscellaneous Credits change screen appears.
6. To override the taxes for a line:
   1. Right-click on the line and select Override Tax. The Edit Manual/Misc Charge Taxes change screen appears.
   2. Change any values 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 kind of tax to be refunded on the miscellaneous credit. You can right-click in the field and select Prompt to select the tax from a list.

      Tax Amountis the amount to be credited 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 Credits change screen.
7. To process the credit and create billing records for it:
   1. Click Process . The Process Miscellaneous Charge screen appears.
   2. Click Process. The credit will be processed and invoiced, and you return to the Work With Miscellaneous Charges display screen.

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