The Charge Type Element tab on the Charge Type form is used to define the charge element names and level numbers that are valid for a particular charge type. For example, the Charge Type ORDER has the following Element Names defined for it:
Charge Type |
Element Name |
Level Number |
ORDER |
ORDER |
1 |
ORDER |
OPERATION |
2 |
ORDER |
ACTIVITY |
3 |
The Charge Type Elements you define in this tab form will be used to define specific charge elements on the Charge Element form.
See Also:
Charge Type Element Field Descriptions
Charge Type
Identifying name of the charge type.
Level Number
A hierarchical level for the Element Name. For example, the Charge Type ORDER has Element Name ORDER at Level 1 and Element Name OPERATION at Level 2.
If you will be defining a Charge Filtration Group (via the Charge Filtration form), you can select specific elements and levels for filtration.
Element Name
Identifying name of the charge type element.
Planned Hours
Check the Planned Hours box for the level that will be used to calculate the Planned/Actual/Remaining Hours. To do so, select the Charge Type Element record and click Modify. Check or uncheck the Planned Hours box and click Save. The Planned Hours box can only be checked for one of the detail records.
Planned Hours are the number of hours that are planned (budgeted) to complete the labor for a particular charge element. Planned Hours can be defined on the Charge Element form for any level of a charge element (e.g., Order, Operation, Activity). If more than one level of a charge element has Planned Hours, the Planned Hours check box on the Charge Type Element form defines which level will be used to calculate the Planned/Actual/Remaining Hours when labor is posted.
For example, if the Charge Element ORDER has three levels – Order, Operation, and Activity, and Operation has the Planned Hours box checked, then the Planned/Actual/Remaining Hours will be calculated based on the Planned Hours defined for the Operation on the Charge Element form.
System Required
This box is automatically checked for Charge Type Elements that are system-defined. These Charge Type Elements cannot be deleted or modified.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Administration > Charge Element > Charge Type.
Select the Charge Type to which you want to add charge type elements.
On the Charge Type Element tab, click Add.
Enter the Level Number and Element Name.
If you want to add more than one Charge Type Element, click Save and Add to save your settings and keep the Add Charge Type Element window open. Or click Save to save your Charge Type Element and return to the main form.
The Charge Type Elements in the grid will be ordered by Level Number and then by Element Name.
Note: You cannot modify the System Required charge type elements.
Click Main Menu > Administration > Charge Element > Charge Type.
Select the Charge Type with the charge type elements you want to change.
On the Charge Type Element tab, select an Element Name and click Modify.
Change the Level Number and Element Name.
Click Save.
Note: You cannot delete the System Required charge type elements.
Click Main Menu > Administration > Charge Element > Charge Type.
Select the Charge Type with the charge type elements you want to remove.
On the Charge Type Element tab, select an Element Name. To select more than one record, press the CTRL key as you select them.
Click Delete.
Click OK to confirm the action.
Click Main Menu > Administration > Charge Element > Charge Type.
Select the Charge Type with the charge type element you want to duplicate.
On the Charge Type Element tab, select an Element Name and click Copy.
Change the Level Number and Element Name.
If you want to copy more than one Charge Type Element, click Save and Add to save your settings and keep the Copy Charge Type Element window open. Or click Save to save your duplicate Charge Type Element and return to the main form.
Note: The duplicate Charge Type Element will have its Premium/Rate set to None.