Adding a Miscellaneous Charge/Credit
Adding a miscellaneous charge/credit allows a user to set up miscellaneous charges/credits to use to apply additional charges/credits to an invoice within Equipment Invoicing.
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen will appear.
Configuration Quick Links screen
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From the Equipment list, click the General link and select Miscellaneous Charges/Credits from the drop down list.
Configuration Quick Links screen
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The Miscellaneous Charges/Credits screen will appear.
Miscellaneous Charges/Credits screen
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On the Miscellaneous Charges/Credits screen, click on the Need to create a new miscellaneous charge/credit? Click here to add link.
The Miscellaneous Charges/Credits screen will appear.
Miscellaneous Charges/Credits screen
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On the Miscellaneous Charges/Credits screen, enter a Location.
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Click on the Search
icon.
The Location Selection screen will appear.
Location Selection screen
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On the Location Selection screen, click on a Location.
The Miscellaneous Charges/Credits screen will appear with the selected location in the Location field.
Miscellaneous Charges/Credits screen
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On the Miscellaneous Charges/Credits screen, enter a Description of the charge or credit.
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(OPTIONAL) enter an Amount.
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Enter the number of the G/L Account posted to when the miscellaneous charge is sold.
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Click on the Search icon.
The Account Lookup screen will appear.
Account Lookup screen
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On the Account Lookup screen, fill in the appropriate fields and click the Go >> link.
The Account Lookup screen will refresh listing the generate results. -
Click on an Account Number.
The Miscellaneous Charges/Credits screen will appear with the selected account in the G/L Account field.
Miscellaneous Charges/Credits screen
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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.
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Enter a Maximum Quantity.The Maximum Quantity refers to the maximum number of times a miscellaneous charge/credit can be applied.
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Select the system the miscellaneous charge applies to from the System Type drop down list.
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Equipment
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Rental
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Both
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- The following 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
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Click the Save button to save the new miscellaneous charge/credit and return to the Miscellaneous Charge/Credits screen.
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Click the Save & New button to save the new miscellaneous charge/credit.
The Miscellaneous Charge/Credits screen will refresh allowing you to add another miscellaneous charge/credit without closing the screen.