Enrich EMMS Online Help

Charge codes table  

1. At the EMMS main menu, select Administration | Tables --> | Administration Tables | Accounting | Defaults | Charge Codes.
   • The Edit Charge Codes change screen appears.
2. Click Add .
   • The Edit Charge Codes add screen appears.
3. Fill in the fieldsfields as required.

   Charge Code identifies a type of charge that could be levied, e.g. ADM for administration charges, DEL for delivery charges, etc.

   Charge Description is a short description of the charge.

   Type identifies what type of charge this is. You can right-click in the field and select Prompt to select the charge type from a list. Valid values are:

   • 10 - damage reserve
   • 20 - deposit
   • 30 - maintenance allocation
   • 41 - fuel island
   • 45 - permit
   • 50 - manual charge
   • 60 memo work order
   • 99 - other
4. Click Enter to save the charge codes.
5. Click Change to return to the Edit Charge Codes change screen.
6. To work with account defaults for a charge code:
   1. Right-click on the charge code and select G/L.
      • The Edit Charge Code G/L Accounts change screen appears.
   2. To search for existing accounts, type in values for any or all of the search fields and click Enter .
      • The system will look for an exact match for Account Type, Facility, Contract Type, Pool, Equipment Type, and G/L Account. It will look for a partial match on the G/L Account Description; e.g. if you type in 'insurance', it will find all descriptions that contain the word insurance.
   3. Click Add .
      • The Edit Charge Code G/L Accounts add screen appears.
   4. Fill in the fieldsfields as required.

      Account Type is the type of account the default applies to. You can right-click in the field and select Prompt to select the account type from a list.

      Facility is a specific facility that the default account applies to. It is optional. You can right-click in the field and select Prompt to select the facility from a list.

      Contract is a specific type of contract that the default account applies to. It is optional. You can right-click in the field and select Prompt to select the contract type from a list.

      Pool is a specific equipment pool that the default account applies to. It is optional. You can right-click in the field and select Prompt to select the pool from a list.

      Equipment Type is a specific type of equipment that the default account applies to. It is optional. You can right-click in the field and select Prompt to select the equipment type from a list.

      G/L Account is the general ledger account that will be used as the default for the charge code. You can right-click in the field and select Prompt to select the account from a list.

   5. Click Enter to save the account defaults.
   6. Click Exit to return to the Edit Charge Codes change screen.
7. Click Exit to return to the menu.

Back to Accounting Defaults Tables