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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. |
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. |
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 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. |
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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
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- Expense Type has several system-defined options, which are used to help specify what GLA needs to be billed for any given charge incurred.
- Options:
- Default: This Expense Type is intended for any charge types not identified within the system.
- Usage: This Expense Type is intended for use to catch charges related to Calls/Usages.
- Equipment: This Expense Type is intended for use to catch charges related to Equipment/Installations.
- Labor: This Expense Type is intended for use to catch charges related to Labor Costs.
- Options:
- The four above are simply system level defaults created at installation, and can not be deleted. Others can be manually created by an Administrator for added flexibility. To create a new value, please see the System:List Values - Add New List Value section of the wiki. The List Type for Expense Type is "EXPENSE_TYPE".
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For more details on GLAs, please see the Catalog:G/L Accounts page. For more details on Charges, please see the Billing:Object Codes page.
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