Indirect Charge Policy

The Indirect Charge Policy form is used to configure Indirect Charge records. Specifically, the Indirect Charge Policy associates an Indirect Charge Code with one or more Charge Elements. When a user posts a LABOR:INDIRECT event, the system will look at the person’s Indirect Charge Policy and charge the event to the Charge Element that is mapped to the Indirect Charge Code that matches the event's valid value.

An Indirect Charge Code can be mapped to several Charge Elements. The system selects the Charge Element based on the Match Precedence in the Indirect Charge Policy. When the system cannot find a mapping record that matches a transaction, a CATCH ALL record will be used as a default value. Note that you must create a CATCH ALL mapping record in order for it to take effect.

For more information about configuring the Indirect Charge Reference feature, see Indirect Charge Reference .

This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.

Using the Indirect Charge Policy Form

An Indirect Charge Policy consists of the Policy Name and one or more Indirect Charge Codes.

To define the Policy Name, use the Policy Name quick link in the Filter area at the top of the form.

Create an Indirect Charge Policy

Lookup an Indirect Charge Policy

Modify or Delete an Indirect Charge Policy

To define the Indirect Charge Codes, use the Ind. Charge Code quick link in the Filter area at the top of the form.

Add, Copy, Modify, or Delete Indirect Charge Codes

You can also define Indirect Charge Codes on the Charge Code form.

Once you have defined the Policy Name and the Indirect Charge Codes, you can assign the Charge Codes to the Policy.

Add Charge Codes to an Indirect Charge Policy

Modify or Delete a Charge Code in an Indirect Charge Policy

Indirect Charge Policy Field Descriptions

Policy Name

To display this field, click the Filter icon at the top of the form.

The Policy Name filter field is used display a specific Indirect Charge Policy on the form. When you select a Policy Name and click Find, the Charge Codes in the policy appear in the middle of the form.

The Policy Name filter field is also used to add, modify, and delete an Indirect Charge Policy. Click the button next to this field to perform these actions.

Indirect Charge Code

To display this field, click the Filter icon at the top of the form.

The Indirect Charge Code filter field is used to look up a specific Charge Code in the selected Policy Name. After you select a Policy Name and one of its Indirect Charge Codes, click Find. The Indirect Charge Code you selected will appear in the middle of the form.

The Indirect Charge Code filter field is also used to add, modify, copy, or delete an Indirect Charge Code. Click the button next to this field to perform these actions.

Match Precedence

You must select a Match Precedence when you create or modify an indirect charge policy.

Indicates what value has precedence when there are multiple mapping records that match a transaction duration record. The options are Shift ID and Hours Class.

Shift ID - When determining the target charge element from the indirect charge code, the system will look for the specific Shift of the indirect event transaction in the Indirect Charge Policy configuration. If a matching record is not found, then Shift ALL is used as a “catch all” mechanism for the Shift parameter.

Hours Class - When determining the target charge element from the indirect charge code, the system looks for the specific Hours Classification of the indirect event transaction in the Indirect Charge Policy configuration. If a matching record is not found, then Hours Class ALL is used as a “catch all” mechanism for the Hours Class parameter.

Charge Code

The Charge Code column on the Indirect Charge Policy form displays the Charge Code that is selected in the form's Indirect Charge Code filter.

Hours Class

Identifies the Hours Classification used for the event transaction.

The Hours Class can be ALL (to represent any Hours Class), or any specific classification. For example, Overtime (O), Weekly Overtime (W), Double time (D), Unpaid (U), Regular (R), etc. When determining the target Charge Element from the Indirect Charge Code, the system looks for the specific Hours Class of the indirect event transaction in the Indirect Charge Policy configuration. If a matching record is not found, then Hours Class ALL is used as a “catch all” mechanism for the Hours Class parameter.

Shift ID

Identifies the shift used for the event transaction.

The shift can be ALL (to represent any Shift) or a specific shift. When determining the target Charge Element from the Indirect Charge Code, the system looks for the specific Shift of the indirect event transaction in the Indirect Charge Policy configuration. If a matching record is not found, then Shift ALL is used as a “catch all” mechanism for the Shift parameter.

Charge Element

Identifies the type of charge element that has been mapped to the Indirect Charge Code (e.g., ORDER, OPERATION).

Charge Element Value

Name of the charge element.

Start Date, End Date

Dates when the Indirect Charge Code record is in effect.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

Create an Indirect Charge Policy

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Click the button next to the Policy Name field and select Add from the pop-up menu. The Indirect Charge window opens.
Enter a Policy Name.
Select the Match Precedence.

Match Precedence determines which value has precedence when there are multiple mapping records that match a transaction duration record. The options are Shift ID and Hours Class.
To continue adding Indirect Charge Policy Names, click Save and Add. When you are done, click Save.

Lookup an Indirect Charge Policy

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Click the button next to the Policy Name field and select Lookup from the pop-up menu. The Indirect Charge window opens.
In the grid, select the Policy Name you want and click OK.

You will return to the Indirect Charge Policy form and the policy you selected will be in the Policy Name field.

Modify or Delete an Indirect Charge Policy

You can modify the Match Precedence of an Indirect Charge Policy. To do so:

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Click the button next to the Policy Name field and select Maintain from the pop-up menu.
In the Ind Charge Policy window, select the Policy Name and click Modify.
Change the Match Precedence and click Save.
When you are done, select the Policy Name you want from the grid and click OK. You will return to the Indirect Charge Policy main form and the policy you selected will be in the Policy Name field.

To delete an Indirect Charge Policy Name:

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Click the button next to the Policy Name field and select Maintain from the pop-up menu.
In the Ind Charge Policy window, select the policy and click Delete.
Click OK to confirm the action.

Add, Copy, Modify, or Delete Indirect Charge Codes

You can use the Ind. Charge Code quick link in the Filter area at the top of the form to define Indirect Charge Codes.

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Click the button next to the Ind. Charge Code field to display the Add, Lookup, and Maintain options.

Add: Select this option to create a new Indirect Charge Code.

Lookup: Select this option to look up an existing Indirect Charge Code.

Maintain: Select this option to Find, Add, Copy, Modify, or Delete an existing Indirect Charge Code.
Use the pop-up form to create or look up one or more Indirect Charge Codes.

Note: You can also define Indirect Charge Codes on the Charge Code form.

Add Charge Codes to an Indirect Charge Policy

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Select an Indirect Charge Policy from the Policy Name field and click Find.

The Charge Codes that are already in this policy will appear in the grid.
Click Add.
Select the Hours Classification you want to use for the event with type LABOR:INDIRECT.
Select the Shift ID you want to use for the indirect event.
Click the button next to the Chg Element Value field. Select Lookup or Maintain to open the Charge Element form and select a Charge Element record.
Select the Start Date and the End Date for this Charge Code.
To continue adding Charge Codes, click Save and Add. When you are done, click Save.

Modify or Delete a Charge Code in an Indirect Charge Policy

You can modify the Charge Element Value, Start Date, and End Date of a Charge Code in an Indirect Charge Policy.

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Select an Indirect Charge Policy from the Policy Name field and click Find.

The Charge Codes that are already in this policy will appear in the grid.
Select a Charge Code and click Modify.
Modify the Charge Element Value, Start Date, and End Date.
Click Save.

To delete a Charge Code in an Indirect Charge Policy:

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Select an Indirect Charge Policy from the Policy Name field and click Find.

The Charge Codes that are already in this policy will appear in the grid.
Select a Charge Code and click Delete.
Click OK to confirm the action.

Configure a CATCH ALL Mapping Record

When the system cannot find a mapping record that matches an indirect event transaction, the system must use a CATCH ALL record. This is considered the default. You must define a CATCH ALL mapping record in order for it to take effect.

Click Main Menu > Configuration > Policies > Indirect Charge Policy.
If necessary, click the Filter button at the top of the form to display the filter fields.
Select an Indirect Charge Policy from the Policy Name field and click Find.
Click Add.
Select a Charge Code.
For the Hours Classification and Shift ID select All.
Click the button next to the Chg Element Value field. Select Lookup or Maintain to open the Charge Element form and select a Charge Element record.
Enter a Start Date and an End Date.
Click Save.

The CATCH ALL record will be used as a default value for transactions that do not meet the matching criteria of the indirect event transaction.