Equipment 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, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit and select Display. The Display Equipment screen appears.
3. Click PriceBk . The Customer/Equipment Price Book display screen appears.
4. Click Change . The Customer/Equipment Price Book change screen appears.
5. Right-click on the effective date of the price book to be changed and select Change. The Customer/Equipment Base Rate change screen appears.
6. Click Miscellaneous Charges . The Customer Equipment Miscellaneous Charges add screen appears.
7. Fill in the fields as required.

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

   Rate Typeidentifies how the rate is applied. You can right-click in the field and select Prompt to select the rate type from a list. Possible values are:
   - fixed (a dollar amount regardless of the actual costs); 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 given, if offered.

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

   Minimum Amountis a minimum amount to be charged, if applicable. This is applied prior to discounting.

   Maximum Amountis a maximum amount to be charged, if applicable. This is applied prior to discounting.

   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, if applicable. 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, if applicable. You can right-click in the field and select Prompt to select the task from a list.

8. Click Enter to save the miscellaneous charges.

What next?