Add or Modify Charge Records (for fees and services)
Overview
Use the Charges form to set up records for revenue for which you do not incur costs directly but for which you charge your customers (a registration fee, for example).
You can also set up charges for contracts where you bill your customers in advance. For example, if a customer prepays installments on a time and materials research contract, you could set up charges to generate billing for the prepayments. If you set up no charge categories for your costs, you avoid billing your customer twice for the same work. (Your invoice for your actual costs would itemize the time and materials you expended, but it would not contain amounts.)
Before
you start
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Note: You cannot delete a charge record if the charge is assigned in any existing contract projects.
To add, edit, or delete a charge record:
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Open Project and Job Costing > PJC Setup > Charges.
Click here for help on the fields that appear on the Charges form.
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If you are adding a new charge record:
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In the Charge Code field, enter a unique code for this charge.
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In the Description field, enter a description for this charge code.
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If you use Sage ERP Accpac Transaction Analysis and Optional Field Creator and you want to edit optional fields assigned to the record, click the Zoom (
) button beside the Optional Fields checkbox,
then, on the form that appears, add or edit the charge code optional fields. -
In the Charge Type field, select Service or Fixed Amount, as best describes the charge.
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Enter the A/R item number and unit of measure to use for this charge on item invoices.
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In the Billing Amount field, enter the per unit amount you charge your customer .
In a multicurrency system, you use the currency grid to enter a billing amount for each customer currency.
If you are editing an existing charge record:
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Use the Finder or the navigation buttons beside the Charge Code field to display the charge record.
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Enter your changes in the remaining fields.
If you are deleting a charge record:
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Use the Finder or the navigation buttons beside the Charge Code field to display the charge record.
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Click Add to (or Save) to save the record.
Or
Click Delete if you are deleting a charge, and then click Yes confirm that you want to delete the record.
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To work with another record, use the buttons beside the Charge Code field to start a new record (
)
or select an existing one (
) . -
When you have finished adding records, click Close.
After
adding or modifying charge codes
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Back up your data.