Detail Form:
A Charge Filter Policy (also called a Charge Element Filtration Policy) is used to configure which charge types (such as WORK ORDER and PROJECT) are enabled for filtration (i.e., restriction). When a time reporter is assigned a Charge Filter Policy that has a charge type enabled for filtration, the time reporter's Charge Filtration Group determines which specific charge elements are allowed for the type. If no elements have been configured for the charge type in the Charge Filtration Group, the time reporter is not allowed to charge time against the type at all.
You create the policy on the Charge Filter Policy form and assign the charge types you want to enable for filtration on the Charge Element Filter tab.
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.
Note: In order for Charge Filtration to take effect, the PVE Plugin record CHARGE_ELEMENT_FILTRATION_PLUGIN must be enabled. To enable the record, see PVE Plugin . You must restart the application server once you have enabled the record.
See Also:
Charge Filter Policy Field Descriptions
Filter Policy Name
The identifying name of the Charger Filter Policy.
All Charges
When this box is checked, all charge types are enabled for filtration for this policy and you do not have to use the Charge Element Filter tab to assign individual charge types to the policy.
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 > Configuration > Policies > Charge Filter Policy.
To narrow your search, select a Filter Policy Name and click Find.
The applicable Charge Filtration Policy and its settings will display on the form and on the Charge Element Filter tab below.
Click Main Menu > Configuration > Policies > Charge Filter Policy.
Click Add.
Enter a Filter Policy Name.
Select All Charges if you want to enable filtration for all charge types.
If you want to add more than one Charge Filter Policy, click Save and Add to save your settings and keep the window open. Or click Save to save your Charge Filter Policy and return to the main form.
If you did not check All Charges, you need to assign charge types to the policy using the Charge Element Filter tab.
Note: You cannot save duplicate records.
Click Main Menu > Configuration > Policies > Charge Filter Policy.
Find and select the policy you want to copy.
Click Copy.
Modify the Filter Policy Name and check our uncheck All Charges.
If you want to copy more than one Charge Filter Policy, click Save and Add to save your settings and keep the window open. Or click Save to save your Charge Filter Policy and return to the main form.
Note: You can only modify the All Charges check box.
Click Main Menu > Configuration > Policies > Charge Filter Policy.
Find and select the policy you want to modify.
Click Modify.
Check or uncheck the All Charges box and click Save.
Click Main Menu > Configuration > Policies > Charge Filter Policy.
Find and select the policy you want to delete.
Click Delete.
Click OK to confirm the action.