Charge Catalogs
The Charges Catalog lists any types of Charges that can be applied to a piece of Equipment or a Service. These Charges can be subjected to specifically defined Tax Rates, individually or in general.
Adding New Charges
To add a new Charge Catalog, click the button in the top toolbar of the main Charges Catalog grid. The Add New Charge Catalog form has five Required fields for creating a Charge Catalog record: Name, GLA, (Revenue) Object Code, (Expense) Object Code, and Expense Type. All other fields are optional.
Form Fields
Field Name | Required | Field Description |
|---|---|---|
Name | Yes | The name of the Charge Catalog. |
Description | No | A brief description of the Charge Catalog. |
Type | No | The type of Charge Catalog. Options are Monthly Recurring (MRC), Nonrecurring(NRC), Annual, Semi-Annual, or Quarterly. |
Default Amount | No | The default amount of the Charge Catalog. |
Qty | No | Sets the behavior of the Qty field for individual Charges. These values can be a Whole integer (1,2,3 etc), a Fractional Quantity (1.25, .9 etc), or Disabled for the Charge entirely. |
Allow Override Amount | No | If checked, this allows the Default Amount to be Overridden on an individual basis for a given Charge. |
Taxable | No | If checked, define if this Charge Catalog is Taxable. |
Selective Billing | No | If checked, MRC Selective Billing tab will be displayed. Multiple dropdown selections are available on the Tab. Selective Billing is only available for MRC charges. By checking Selective Billing, Forward and Backward Billing options will be disabled. |
Category | No | If checked, designates this Charge Catalog as a Category. |
Bill Forward | No | If checked, this changes the Charge Catalog to Forward Billing rather than the standard behavior of Billing in arrears. |
Bill Backward | No | If checked, this changes the Charge Catalog to Back Billing. |
GLA (Revenue) | Yes | The Revenue GLA for this Charge Catalog; used for Billing purposes. |
Object Code (Revenue) | Yes | The Revenue Object Code to use for this Charge Catalog; used for Billing purposes. |
Object Code (Expense) | Yes | The Expense Object Code to use for this Charge Catalog; used for Billing purposes. |
Expense Type | Yes | The Expense Type this Charge Catalog is designated to use and can be used with Equipment Catalogs to specify different Default Charge amounts on Equipment. |
Tabs
Name | Description |
|---|---|
Provides a list of Service Catalogs where this Charge Catalog applies and can inherit permissions from its parent if applicable. | |
Provides a list of Equipment this Charge Catalog is applicable to. Also can inherit permissions from its parent if applicable. | |
Provides a list of SLAs this Charge Catalog can have. These can inherit permissions from the parent if applicable. | |
Provides a list of Features this Charge Catalog is applicable to. Also can inherit permissions from its parent if applicable. | |
Provides a list of Service Desk types this Charge Catalog can be used on. Can also inherit permissions from its parent if applicable. | |
Allows a User to override the Revenue GLA, Revenue Object Code, and Expense Object Code based on the Billing Group. | |
Provides a list of amounts that force-override the given amount of the charge if the billing group matches. | |
Provides dropdown boxes to select behavior and months for specific Selective Billing. | |
Provides a list of Amounts that force-override the given amount of the Charge if the GLA Format and Components match. Any empty Component fields are treated as wildcards. The model which most closely matches the GLA Components is used. | |
Provides access to all the User Defined Fields related assigned to Charge Catalogs. | |
Provides Users the ability to leave notes about the Catalog directly on the Catalog, rather than on individual Charges on Services/Equipment. |
GLA Pricing Models
There are two different GLA pricing models that Charges match against: GLA Component Pricing and Billing Group Pricing. GLA Component Pricing is used as the default amount for Charges when matching the Charge Catalog and specific GLA Components. Multiple components may be specified or omitted. The Charge Catalog uses pricing for the closest matching pricing model. Billing Group Pricing is used for Charges that match the Charge Catalog and the specified Billing Group. The amounts for these models are used as the amount for Charges whenever a Charge is added, created, updated, or generated.
To turn on the GLA Component Pricing or Billing Group Pricing, use the GLA Pricing Model Configuration Option.
Arranging the Hierarchy
To arrange the hierarchy (parent-child relationships), please see the main Catalog page.
Rules For Form Fields
All the specific rules for how form fields act on the form are indicated here.
Category
A Category does NOT need to have a Revenue GLA, Revenue Object Code, Expense Object Code, or Expense Type. A Category can simply be a bucket containing other Charges.
A Category MAY have a 'Default Amount' and/or use the 'Allow Override Amount' flag. This allows the Category to function as a Charge in its own right.