Configuration: Miscellaneous Charges/Credit Listing

Use the Miscellaneous Charges/Credit screen (table WOMCHG in the legacy system) 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.

To open Miscellaneous Charges/Credit screen , navigate to Equipment> General> Miscellaneous Charges/ Credit .

Topic in this section

Adding a Miscellaneous Charge/Credit

  1. From anywhere in IntelliDealer screen, navigate to Equipment> General> Miscellaneous Charges/ Credit.


  2. Click Need to create a new miscellaneous charge/credit? Click here to add .

  3. Enter a Location.
    - or -
    Click the Search icon.

  4. The Miscellaneous Charges/Credits screen appear with the selected location in the Location field.


  5. Enter a Description of the charge or credit.(OPTIONAL) enter an Amount.

  6. Enter the number of the G/L Account posted to when the miscellaneous charge is sold.
    - or -
    Click on the Search icon.


  7. Fill out the appropriate fields and click Go >>.
    The Account Lookup screen refreshes the displayed search results.

  8. Click an Account Number.

  9. On the Miscellaneous Charges/Credits screen, type in a Minimum/Default Quantity. The Minimum/Default Quantity refers to the minimum number of times a miscellaneous charge/credit can be applied.

  10. Enter a Maximum Quantity.The Maximum Quantity refers to the maximum number of times a miscellaneous charge/credit can be applied.

  11. Select the system the miscellaneous charge applies to from the System Type drop down list.

    • Equipment
    • Rental
    • Both
  12. The checkboxes are optional and apply either discount, taxes or display options to the miscellaneous charge:
    • Discount Applies
    • Tax 1 Applies
    • Tax 2 Applies
    • Tax 3 Applies
    • Tax 4 Applies
    • Show in Totals Only

  13. Click the Save button to save the new miscellaneous charge/credit and return to the Miscellaneous Charge/Credits screen.
    - or -
    Click the Save & New button to save the new miscellaneous charge/credit.
    The Miscellaneous Charge/Credits screen refreshes, allowing you to add another miscellaneous charge or credit without closing it.

Copying a Miscellaneous Charge/Credit to Another Location

  1. From anywhere in IntelliDealer screen, navigate to Equipment> General> Miscellaneous Charges/ Credit.

  2. Fill on the appropriate fields and click the Go >> .

  3. Move the cursor over a Description and select Copy from the pop-up menu.


  4. The Miscellaneous Charges/Credits screen appears for the changes.



  5. On the Miscellaneous Charges/Credits screen, enter a new Location.
    - or -
    Click on the Search icon.

  6. Click a Location.


  7. On the Miscellaneous Charges/Credits screen, you may edit/change the remaining fields before copying the miscellaneous charge.

  8. Click the Save button.



Deleting a Miscellaneous Charge/Credit

  1. From anywhere in IntelliDealer screen, navigate to Equipment> General> Miscellaneous Charges/ Credit.


  2. Fill out the appropriate fields and click Go >> link.



  3. Move the cursor over a Description and select Edit from the pop-up menu.

  4. The Miscellaneous Charges/Creditsscreen appears for Edit.

  5. On the Miscellaneous Charges/Credits screen, click the Delete button.

  6. On the Confirmation screen, click on the Yes button.
    The Miscellaneous Charges/Credits screen appears with the miscellaneous charge deleted from the list.

Screen Description

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

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 search fields appear 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 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 fields appear on the Miscellaneous Charges/Credit screen are:

Field Description
Description

A brief description of the miscellaneous charge or credit.

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.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.10