Charge Type Wizard
Overview:
Charge Type Wizard is a tool which helps simple the creation of Charge type and can be accessed via \Work Breakdown \ Charge Type Wizard.
A new charge type can be created directly in the screen of Charge type list also.
Screen Guide:
Click on the steps for detailed.
Code: The code assigned to this Charge Type. Max 5 characters.
Description: Short text for explanation
Reference:
Allow Internal Sales: Check this if this new Charge Type is open for Internal sale. This must be ticked when the charge type is used for Internal Sales from one internal job (as revenue) to another job (as costs). It will enable some extra fields in Job Maintenance on the Billing and GL tab, related to how the Internal Job Sales Invoices will be created: Charge To Job, Charge To Activity, Charge To Log.
The Selling Price is obtained from the Job Cost transactions, Job Outputs, or Purchase Order Lines. It is typically used with Input Output based charge types.
Billing type: List of billing type that needed to be assigned to this new Charge Type.
Claim Schedule uses the Contract Claims method to create claims and subsequently invoices for the job.
Input Based is used for jobs that bill the client the transactions that are entered against the job, such as timesheets and purchases. The selling price is determined by the Price Code or the default selling price for an Activity/Employee Class.
Output Based is used for jobs that bill the client a predefined/schedules list of items as a result of the work done. The list of items are not necessarily capped like the Claim Schedule type. They are maintained in the Output Schedules and can be entered in Job Outputs or through the Service Desk module.
Input Output Based allows both Input and Output Based transactions to be billed to the client. This is useful in situations where you would need to not only bill transactions entered but a list of outputs as well.
No Charge is used for jobs which will never be invoiced, e.g. overhead and admin jobs. Jobs with this type are not billable and do not require a Billing Consolidation option.
Quoted is used for billing with manually entered invoice values. Clicking the Get Sales button when invoicing will attempt to take the Job Value field from the Job Maintenance/Billing and GL tab. Invoicing can be done from the Job Sales Invoice screen and clicking on + New Invoice. Quoted jobs also support subjobs with a quoted billing type. Typically, the Header job will be Quoted with a Consolidation Header Job with Sub Jobs, and the subjobs could be No Charge or Quoted with a Consolidation of Invoice Parent - Revenue on Job.
Invoice Lines By: For Input Based, Output Based, and Input Output Based Billing Types, the Job Invoice Lines created can group transactions by one of three options; Sales Code, Work Centre Code or Sales Code / Work Centre Code.
Display all selected parameters of the new Charge Type for checking. Save Next button: To create this new charge type.
Next Steps:
Related Pages:
FAQs:
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Process Flow: