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Creating Contract Miscellaneous Charge Codes

You use miscellaneous charge codes to identify the general ledger account, the department, and the tax flag you want e-automate to use when posting to the general ledger during contract billing. When adding miscellaneous charges to service contracts, whether at the equipment level or the contract level you are required to identify a miscellaneous charge code with each miscellaneous charge.

You use miscellaneous charges on contract to bill any additional charge in conjunction with a service contract. You can configure miscellaneous charges with equipment on a service contract or configure miscellaneous charges at the contract level. Whether associated with equipment or the contract you can add as many miscellaneous charges to meet your business needs. When configuring miscellaneous charges you can configure them to bill with the base cycle on the service contract, the overage cycle of the contract, or base and overage (which means the miscellaneous charge bills each time the contract bills). You can configure a miscellaneous charge to bill once, bill always, or bill for a specified period of time.

Getting to the TransactionGetting to the Transaction

On the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Contract miscellaneous charge codes.

Click [New] to open the New Contract Miscellaneous Charge Code window.

Basic InformationBasic Information

Complete the following fields as appropriate.

Misc. charge code: Code for the miscellaneous charge code.

Description: Brief description of the miscellaneous charge code. e-automate automatically adds this description to the charge identified on the contract or contract equipment. You can modify it at the charge level on the contract as necessary. The value on the service contract prints on the standard contract invoice.

GL account: The general ledger account to which you want this charge posted, typically a revenue account.

Department: The department to which you want this charge associated.

Tax flag: Tax flag associated with the miscellaneous charge. Determines how the charge is taxed based on tax authorities assigned to the tax code on the service contract.

Completing the TransactionCompleting the Transaction

Click [OK] to save the miscellaneous charge code.