.Charges v2020.4

Overview

For details on setting up initial Charge details please review the articles for Charge Catalogs and Charges Tabs.

Charges can be added by Importing a File or from the API and can be applied to Services, Equipment and GLAs. 

Depending on permissions for adding Charges, your Organization may allow for certain Users to add Charges manually or only through the use of Service Desk. This permission is configured by MODIFY_CHARGES_WITHOUT_SERVICE_DESK and Permission Sets. When Service Desk is used to add a Charge, the recurring Charges will be added to Services and Equipment, while non-recurring Charges will only exist on the Service Desk ticket before the Bill is generated.

When the GLAs for Charges need to be updated, the GLA Replace feature of GLA Catalogs will update all Charges.

Reporting on Charges

Common Charges Topics

How to make a comment about a Charge?

How to issue a credit Charge?

What does the Prorate flag do?

Applying an Alternate Recurring Charge

When an Alternate Recurring Charge is selected as the Charge Catalog (Quarterly, Semi-Annual and Annual Charges) for a new Charge, the form gains the addition of a Recurring Date field. This is the date that will be used by the Billing Process to determine which Bills the Charge should display on. The Recurring Date can not occur after the Start Date.