Miscellaneous Charges/Credit

Data Source: CGIIMC

To open the Miscellaneous Charges/Credit screen, hover over the Configuration link from anywhere within IntelliDealer and select Equipment> General> Miscellaneous Charges/ Credit from the drop down list.

The Miscellaneous Charges/Credit screen (table WOMCHG in the legacy system) allows you to edit, copy or add miscellaneous charges/credit. Miscellaneous charges/credits added to the system will appear on the Miscellaneous Charges screen and can be used as a valid charge/credit code throughout the Equipment Invoicing module. The Miscellaneous Charges screen can be accessed by clicking the Search icon next to any search-able Charge field.

The following sorting options appear on the Miscellaneous Charges/Credit screen:

Sort by
Field	Description
Description	Sort the search results by description.
G/L Account	Sort the search results by G/L account number.
Location	Sort the search results by branch location.

The following search fields appear on the Miscellaneous Charges/Credit screen:

Field	Description
Select Description	Search for miscellaneous charges/credits by description.
Select Location	Search for miscellaneous charges/credits by branch location.
Select G/L Account	Search for miscellaneous charges/credits by G/L account number.
Select System Type	Search for miscellaneous charges/credits by selecting a system type from the drop down list (e.g. equipment, rental or both).
Include Inactive	Include inactive miscellaneous charges in the search results.

The following fields appear on the Miscellaneous Charges/Credit screen:

Field	Description
Description	A brief description of the miscellaneous charge or credit. Note:  Inactive miscellaneous charges will be listed with a highlighted description.
Amount	The amount of the charge or credit. If the amount is zero, the user can specify the amount when invoicing.
Location	The branch location of the miscellaneous charge or credit.
Minimum/Default Quantity	The minimum/default quantity sold to the miscellaneous charge or credit.
Maximum Quantity	The maximum default quantity that can be sold to the miscellaneous charge or credit.
System	Whether the charge or credit is applicable to equipment, rental or both.
G/L Account	The G/L account number to be posted when the miscellaneous charge is sold.

Move the cursor over a description on the Description field and select Edit from the pop-up menu to edit the miscellaneous charge/credit.

Move the cursor over a description on the Description field and select Copy from the pop-up menu to copy a miscellaneous charge/credit.

Click on the Need to create a new miscellaneous charge? Click here to add link to add a miscellaneous charge/credit to the system.

The following button allows you to complete your work on the Miscellaneous Charges/Credits screen:

Button	Function
Close	Closes the Miscellaneous Charges/Credits screen and returns to the Configuration Quick Links screen.