Customer price book miscellaneous charges

Miscellaneous charges (e.g. environmental fees) can be added to any price book. They are attached to the price book itself, not to a particular cost type.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Price Book . The Edit Customer Price Book change screen appears.
4. Right-click on the effective date and select Change. The Edit Customer Base Rate change screen appears.
5. Click Miscellaneous Charges . The Customer Miscellaneous Charges add screen appears.
6. Fill in the fields as required.

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

   Rate Typeidentifies the type of rate this is. You can right-click in the field and select Prompt to select the rate type from a list. Valid values are:
   - fixed (a dollar amount regardless of the actual cost); cannot have a min/max. Negative is allowed. A fixed amount only ever adds 1 new invoice line; in other words, it is a fixed amount per work order, not per work order line. If there is a VMRS and/or task, at least one billable work order line has to exist for the fixed amount to be applied to the invoice.
   - $ per labor hour; negative is allowed. Hours on billable work order lines will be summed and multiplied by this rate. If there is a VMRS and/or task, only billable work order lines that apply will be summed.
   - % of labor; negative is not allowed. This percentage will be applied to the invoiced amount of labor lines (where VMRS/task matches, when applicable).
   - % of parts; same as labor, only for the invoiced amount of parts.
   Note that labor and parts do NOT include sublet labor/parts.

   Billed Rateis the rate to be charged, to 2 decimal places.

   Discount Percentis a percent discount to be offered, if applicable.

   Discount Amountis a flat-rate discount amount to be offered, if applicable.

   Minimum Amountis a minimum amount to be charged, if applicable.

   Maximum Amountis a maximum amount to be charged, if applicable.

   Descis a description of the charge. If left blank, it will be filled in based on the charge code selected.

   VMRSis a specific VMRS that the charge will be applied for. Leave blank to apply the charge to any VMRS. You can right-click in the field and select Prompt to select the VMRS from a list.

   Taskis a specific task that the charge will be applied for. Leave blank to apply the charge to all tasks. You can right-click in the field and select Prompt to select the task from a list.

7. Click Enter to save the miscellaneous charges.

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