Configuration: Miscellaneous Charges/Credit Listing
Use the Miscellaneous Charges/Credit screen to edit, copy or add miscellaneous charges or credit (for things such as shop supplies, after-hours fees, or hauling) that can be applied to equipment invoices and quotes. Miscellaneous charges/credits added to the system appear on the Miscellaneous Charges screen and can be used as a valid charge/credit code throughout the invoicing module for service, equipment or rental.
To access the Miscellaneous Charges/Credit screen, navigate to Configuration > Equipment > General > Miscellaneous Charges/Credit.
The sorting options on the Miscellaneous Charges/Credit screen are:
| Sort by | |
|---|---|
| Field | Description |
| Description | Sort the search results by description. |
| Location | Sort the search results by location. |
| Account | Sort the search results by account number. |
The search fields on the Miscellaneous Charges/Credit screen are:
| Field | Description |
|---|---|
| Select Description | Search for miscellaneous charges/credits by description. |
| Select Location | Search for miscellaneous charges/credits by branch location. |
| Select 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. Can be one of All, Equipment, Rental or Both. |
| Include Inactive | If selected, inactive miscellaneous charges are included in the search results. |
The fields on the Miscellaneous Charges/Credit screen are:
| Field | Description |
|---|---|
| Description | A brief description of the miscellaneous charge or credit. Inactive miscellaneous charges are 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 Type | The system type this charge or credit applies to. |
| Account Number | The G/L account number to be posted when the miscellaneous charge is sold. |
Click the Need to create a new miscellaneous charge/credit? Click here to add. link to add a new charge or credit.
Hover your mouse over a Description link and choose either Edit or Copy from the context menu. You can also delete an item by opening it for edit.