Creating Contract Miscellaneous Charge Codes

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.

To create a contract miscellaneous charge code at the contract/ equipment level, do the following:

In the Misc. charge code field, enter a name to identify this miscellaneous charge code.

In the Description field, enter brief text to further identify this 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.

In the GL account field, enter the general ledger account to which you want this charge posted, typically a revenue account.

In the Department field, enter the department to which you want this charge associated.

In the Tax flag field, enter the tax flag associated with the miscellaneous charge. The tax flag determines how the charge is taxed based on tax authorities assigned to the tax code on the service contract.

Do one of the following:

To a charge a flat amount, do the following:

Set the charge Method to Absolute.

In the Quantity field, enter the quantity of the miscellaneous charge you want to assess.

In the Rate field, enter the amount you want charged for a quantity of 1 for this miscellaneous charge.

The Amount field will displays the calculated miscellaneous charge amount.

To a charge a percentage, do the following:

Set the charge Method to Percent.

In the Percent field, enter the percentage of the base, overage, and/ or lease to charge. Whether the system calculates based on the base, overage, or lease depends on what you selected in the Bill with region on the Miscellaneous tab when adding equipment/items. For the equipment/item, the system takes into account only the things associated with that specific equipment or item.

Do one of the following:

To charge the calculated amount without specifying a minimum amount, check the No minimum checkbox.

To specify a minimum amount to charge, do the following:

Uncheck the No minimum checkbox.

In the Minimum charge field, enter the minimum monetary amount to charge.

Do one of the following:

To charge the calculated amount without specifying a maximum amount, check the No maximum checkbox.

To specify a maximum amount to charge, do the following:

Uncheck the No maximum checkbox.

In the Maximum charge field, enter the maximum monetary amount to charge.

Do any of the following:

Check the Base checkbox to bill this charge with the base.

Check the Overage checkbox to bill this charge with the overage.

Check the Lease checkbox to bill this charge with the lease.

Check the Active checkbox to make this code active.

Click [OK] to save the miscellaneous charge code.