Specify the charges to invoice to customers, including work order, fuel, and lease charges. These charges defined on the template form the basis for the charges used on the customer contract and customer rental.
To define charges for contract templates:
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Select Work > Contract Management > Contract Templates.
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Select the contract template for which to define charges, and then click the Charge Definitions tab.
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Click Add Record.
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Specify this information:
Invoicing Org. - Specify the organization responsible for the invoicing.
Charge Category - Select the category of the charges for this template. Select from Sales Transactions, WO Charges, Fuel Charges, Energy Charges, Usage Charges, or One Time Charges.
You can combine different charges on a template or a contract.
Charge Level - Select the level for the charges. Select Subcategory Adjustment or Charge Category Adjustment.
Charge Subcategory - Select the subcategory of the charges for this template based on the Charge Category previously selected. For example, for Fuel Charges, select from Diesel, Premium, any other fuels you defined, or All Fuels.
For Fuel Charges define fuels in the fuel management area; for Energy Charges define commodities on the Commodities form; for Usage Charges define subcategories on system codes entity CCOC; and for one One Time Charges define subcategories on the system entity CCOC.
Invoicing Description - Specify a description of the charge to include on the invoice.
Invoice - Select to invoice the customer for the charges defined here.
Invoice Conditional - Select if there are conditions associated with the invoice for these charges.
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If Invoice Conditional is selected on this Charge Level, if the lower Charge levels add up to zero dollars no additional charges are determined on this level.
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If Invoice Conditional is not selected, charges on this level may be applied although lower level charges add up to zero.
Rate - Specify the rate for the charges defined here.
Rate is required for usage and one-time charges, and can also be used optionally on energy
charges.
Adjustment Unit Price - Specify the adjustment to apply to the transaction price.
Adjustment Transaction - Specify the adjustment to apply to the transaction.
Adjustment % Before - Specify the percent with which to adjust the transaction amount prior to price or transaction adjustments are applied.
Adjustment % After - Specify the percent with which to adjust the transaction amount after, Before %, price or transaction adjustments are applied.
Minimum Quantity - Specify the minimum quantity to invoice.
Minimum Charge - Specify the minimum amount to invoice.
Maximum Charge - Specify the maximum amount to invoice.
Free Up To - Specify a monetary amount to designate the amount by which the invoice will be reduced, or the amount that is free of cost. E.g., the first $250 of work order charges are free.
Taxable - Select to indicate this transaction line is taxable on the invoice.
Usage UOM - Specify the unit of measure, e.g., miles, kilometers that the system will apply to the usage-based rate.
Charge Estimated Usage - Select to add estimates for the usage and energy consumption of the equipment to the periodic invoices.
Rollover - Select to roll over the difference between the actual usage and Minimum Quantity invoiced when actual usage is less than Minimum Quantity.
Trade - Specify the trade for the charge definition. Trade is only relevant for work order charges.
Type of Hours - Specify the type of hours for the charge category on the invoice.
Part Class - Specify the part class for the charge definition. Part Class is only relevant for work order charges.
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Click Submit.