Contents of the Manage Other Charges Screen

Use the fields and options to configure the Manage Other Charges screen.

Table Window

In this table window, enter the other charges codes and descriptions. Specify the projects, accounts, and organizations where the charges should be posted when they are included on bills.

Field	Description
Other Charge Code	Enter a code to identify the miscellaneous charge.
Other Charge Description	Enter a transaction description for this code. This description prints on the bill and can be overridden in the screens in the Manage Bills screens.
Project Req'd	Use this drop-down list to designate the project that is used in the posting. Valid options are: S - Substitute means that the project being billed is used in the posting. You may find this designation helpful when you have a general code, such as shipping and handling, that you want posted to each project that bills it. R - Required means that the project entered in the Project column is used in the posting. Use this designation if you have a specific project or task that you want to use in the posting. N - Not Used means that a project is not required for this code. This designation means that a non-project-required account, such as a balance sheet or indirect account, records the amount. Because the customer product bills do not use a project, this field must be N-Not Used for any codes you want to use for those bills. This is a required field.
Project	Enter, or click to select, a valid project that you want to use in the posting. This project is required only if you have entered R (Required) in the Project Req'd column. If you are using project abbreviations, this field is automatically populated if you entered a Project Abbrev.
Project Abbrev	Enter, or click to select, a valid project abbreviation that you want to use in the posting. If you are using project abbreviations, this field is automatically populated if you entered a Project.
Account	Enter, or click to select, a valid account that you want to use in the posting. If you entered R (Required) in the Project Req'd field, the account entered here must be valid for the Project and Organization entered on this line. If you entered S (Substitute) in the Project Req'd field, the account entered here must be valid for the Organization entered on this line and for each project that uses this code on a bill. This is a required field.
Organization	Enter, or click to select, a valid organization that you want to use in the posting. If you entered R (Required) in the Project Req'd field, the organization entered here must be valid for the project and account entered on this line. If entered S (Substitute) in the Project Req'd field, the organization entered here must be valid for the Account entered on this line and for each project that uses this code on a bill. If you are using organization abbreviations, this field is automatically populated if you entered an Org Abbrev. This is a required field.
Org Abbrev	Enter, or click to select, a valid organization abbreviation that you want to use in the posting. If you are using organization abbreviations, this field is automatically populated if you entered an Organization.
Ref 1	Enter, or click to select, a valid reference 1 number that you want to use in the posting.
Ref 2	Enter, or click to select, a valid reference 2 number that you want to use in the posting.
Project Name	This non-editable field displays the name of the project entered in the Project column.
Account Name	This non-editable field displays the name of the account entered in the Account column.
Organization Name	This non-editable field displays the name of the organization entered in the Organization column.