Use this screen to define other or miscellaneous charges that you want to display on your bills. These charges are identified by a code, which can then be linked to the standard bills and to the project product bills, customer product bills, milestone bills, and manual bills.
Use this screen to set up the codes and their posting parameters. You can enter the amount billed and posted for each code in the manual billing screens. This feature gives you flexibility because it allows you to specify the account and organization that will record the amount when the bill is posted. You can also post the cost to a project that can be either designated in this screen or defaulted to the project of the bill posted.
Use this screen whenever you need to set up other charges codes, or whenever any of the parameters for the existing codes changes. If you want to use the "other charges" feature, initialize this screen before you print any bills.
How are other charges shown on the bill?
Other charges display on the bottom of the bill and are included in the total for the invoice.
You can use up to three other charge codes on each bill and each one will display on a separate line on the bill.
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Note: These charges print for the Current column only; they are not included in the Cumulative column. Also, other charges are not included in the calculation of the standard bills and, since they are current charges only, they are not considered in any of the ceiling calculations. |
Use this table window to enter other charges codes and descriptions. Specify the projects, accounts, and organizations where the charges should be posted when they are included on bills.
Enter a code, up to six alphanumeric characters, to identify the miscellaneous charge.
Enter a transaction description for this code. This description will print on the bill and can overwritten in the manual bills screens.
Select the project required status from the drop-down box. Select "S" (Substitute), "R" (Required), or "N" (Not Used).
Use the "S" (Substitute) code to identify the project being billed as the project to be 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.
Use the "R" (Required) code to identify the project entered in the Project field as the project to be used in the posting. You will use this designation if you have a specific project or task that you want to use in the posting.
Use the "N" (Not Used) code if a project is not required. This designation means that a non-project-required account, such as a balance sheet or indirect account, will record 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 customer product bills.
Enter, or use Lookup to select, a project to be used in the posting.
You should enter a project in this field only if you have entered "R" (Required) in the Project Req'd field. If you are using project abbreviations, this field will automatically populate if you have entered a project abbreviation.
Enter, or use Lookup to select, a project abbreviation to be used in the posting. If you are using project abbreviations, this field will automatically populate if you have entered a Project.
Account *
Enter, or use Lookup to select, an account to be used 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.
Enter, or use Lookup to select, an 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 you 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 will automatically populate if you have entered an Org Abbrev.
Enter, or use Lookup to select, an organization abbreviation that you want to use in the posting. If you are using organization abbreviations, this field will automatically populate if you have entered an Organization.
Enter, or use Lookup to select, a reference 1 number to be used in the posting. Enter only reference 1 numbers that have been set up as valid for data entry in the Define Ref Structures screen.
Enter, or use Lookup to select, a reference 2 number to be used in the posting. Enter only reference 2 numbers that have been set up as valid for data entry in the Define Ref Structures screen.
This non-editable field displays the name of the project entered in the Project field.
This non-editable field displays the name of the account entered in the Account field.
This non-editable field displays the name of the organization entered in the Organization field.
* A red asterisk denotes a required field.
Changes to this screen update the BILL_OTH_CHGS (Billing Other Charges) table.
