Work Order: Miscellaneous Charges
Use the Miscellaneous Charges tab to view miscellaneous charges for a specific segment and add miscellaneous charges to a work order. Miscellaneous charges such as shop supplies or environmental charges drive sales of the miscellaneous charge to the appropriate G/L account. Typically, these charges are based on a percentage of parts, labor, or both parts and labor, but they can also be flat dollar amount charges.
If you add a miscellaneous charge that has a Minimum Charge amount (as configured on the Add Miscellaneous Charge screen) and the full minimum charge amount has not been billed to the order, the system will issue a warning when attempting to close the order.
To open the Miscellaneous Charges tab from the Customer - Work Order Header tab, click the Miscellaneous Charges tab.
Topics in this section are:
Adding a Miscellaneous Charge to a Work Order
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From anywhere in IntelliDealer, navigate to Product Support > Service <Work Orders.
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Search for the desired work order using the search fields. Open a work order by moving the cursor over the Order Number and selecting Edit from the pop-up menu.
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Click the Miscellaneous Charge tab.
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Select the Click here to add a miscellaneous charge link.
The Add Miscellaneous Charge screen appears.
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Select a type of charge from the drop down list (options include: customer, warranty, or internal).
The Add Miscellaneous Charge screen refreshes and provides a list of all potential charges of that type.
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Select a charge (or charges) and adjust the Post Amount. If the Post Amount field is blank enter a post amount value. Add Tax (1,2,3, and 4) or AvaTax (AvaTax Entity Use Code or AvaTax Product Code if enabled) entries as necessary.
Note: A Post Amount field with a default value indicates that either the miscellaneous charge was initially setup as a standard amount or it could mean that the Posted Amount value is being calculated based on a percentage of the parts and labor. If a miscellaneous charge is calculated based on a percentage of parts and labor, labor charges should be posted to the work order before attempting to post the charge, so the system can calculate the appropriate amounts if more parts and labor are posted to a work order after miscellaneous charges have been posted. The Posted Amount field on the Add Miscellaneous Charges screen reflects the difference between what was already posted and any new posts.
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Click Post to add this miscellaneous charge to the work order's Miscellaneous Charge tab.
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Click Close to exit the screen without saving your changes.
The 
Screen Description
The Information fields on the Miscellaneous Charges tab are:
| Information | |
|---|---|
| Field | Description |
| Reference Number | The work order reference number. |
| Customer | The name of the customer associated with the work order. |
| Location | The location the work order was originally created. |
The field categories appear on the Miscellaneous Charges tab:
| Field | Description |
|---|---|
| Customer | Charges to be paid by the customer. |
| Warranty | Charges to be covered under warranty. |
| Internal | Charges to be charged to an internal account. |
The fields appear on the Miscellaneous Charges tab are:
| Field | Description |
|---|---|
| Description | A description of the miscellaneous charge. |
| Charged | How much of the miscellaneous charge has been paid. |
| Outstanding | How much of the miscellaneous charge has yet to be paid. |
Select the Click here to add a miscellaneous charge link to add a miscellaneous charge to the segment.
Click Close to complete your work on the Miscellaneous Charges tab.