Charges

The 'Charges' tab keeps track of expenses that accumulate over the course of the service process. The Charges tab provides the User access to manually control how each Service is billed. When the configuration option MODIFY_CHARGES_WITHOUT_SERVICE_DESK is enabled, this tab allows for adding and editing Recurring and Non-Recurring Charges associated with each Service.

When a Service Order or Action is Finalized, all Charges are moved from the Service Order to the Service and/or Equipment. Recurring Charges will have a start date based on the 'Finalized Date'. The 'Finalized' Status locks all fields and grids on the form and prepares the Order/Action to be Billed.

Once an Order is Finalized it is ready to be Billed.

If there are no Charges actually attached to the Service Order then the Status will stay finalized. There actually has to be Charges Billed to the Order not just ones from the Service. If there are no NRCs on the Order/Actions then there was nothing to Bill so it will not set the Status to Billed.

If there are NRC Charges, then the next time a Bill is generated any Finalized Orders will be included in that Bill. The Order's Status is automatically updated to 'Billed'. This represents the final status for most Orders.

Charges Tab Example

Add

To add a Charge to a Service Order, select the 'Charges' tab and click the button located on the Grid Toolbar above the Charges Grid. After clicking the 'Add New Service Desk Charges' form opens. From here, the User can select the Charge Catalog and the Override GLA. The charge amount auto-fills based on the charge for the given Catalog. These Charges can come from any number of sources including equipment, labor, or a service, only non-recurring charges may be added directly to a Service Order. Any monthly recurring charges must be added to a service on an action. The user must then define the charge's specific amount for the charge to be applied. Users can also identify the charge as Prorated by checking the 'Prorate' box beside the 'Description' box above. Sometimes there is an option for a Charge Override Amount based on the Charge Catalog. A description is highly recommended for tracking. The user can select to prorate the charges or not based on billing needs.

PCR-360 contains two different types of Charges.

Recurring: Charges that recur over time for continued usage of a piece of Equipment or Service. There are four types of Recurring Charges for Organizations to base their Billing practices on.
1. Monthly: This is the default for a Charge's Charge type. The Charge will be applied every month until it is stopped.
  - These Charges can be set to "Bill Forward", thus Bill one month ahead of the Billing Cycle.
  - These Charges can also be set to 'Bill Backward' in order to catch up on past Billing Cycles.
  - When the GLA for this Charge is updated, the Charge is Stopped and Restarted.
  - If Selective Billing was used in the Charge Catalog, some of the Months may not be billed. Also, if Selective Billing is used, "Bill Forward" and "Bill Backward" will be disabled.
2. Quarterly: The Charge will be applied every three months until it is stopped.
  - These Charges are always treated as being set for "Bill Forward".
  - Back Dated Charges will Bill for one cycle only, before continuing on the current cycle.
    - Example, a Charge backdated six months ago, will Bill for only the last three months.
  - When the GLA for this Charge is updated, the Charge is Stopped and a new Charge is Started.
  - The Effective Date for updates to this type of Charges can only be set for the date of the Last Billed.
3. Semi-Annual: The Charge will be applied every six months until it is stopped.
  - These Charges are always treated as being set for "Bill Forward".
  - Back Dated Charges will Bill for one cycle only, before continuing on the current cycle.
    - Example, a Charge backdated twelve months ago, will Bill for only the last six months.
  - When the GLA for this Charge is updated, the Charge is Stopped and a new Charge is Started.
  - The Effective Date for updates to this type of Charges can only be set for the date of the Last Billed.
4. Annual: The Charge will be applied every twelve months until it is stopped.
  - These Charges are always treated as being set for "Bill Forward".
  - Back Dated Charges will Bill for one cycle only, before continuing on the current cycle.
    - Example, a Charge backdated three years ago, will Bill for only the last year.
  - When the GLA for this Charge is updated, the Charge is Stopped and a new Charge is Started.
  - The Effective Date for updates to this type of Charges can only be set for the date of the Last Billed.
Non-Recurring: One-Time Only Charges.

However, when adding Charges to the Order, only Non-Recurring Charges can be applied. Monthly Recurring Charges are not allowed, and other methods of Recurring Charges are ignored. Charges added to Equipment and Services as a part of Actions, use the Action's Finalization Date as the Start Date for the Charge.

Deleting

It is sometimes necessary to manually delete a Charge. In Service Desk, deleting a Charge does not remove the Charge from the Service or Equipment. It removes the Charge from being visible on Service Desk. To delete a Charge from the data entry form, select the Charge and click .

Stopping

Charges are not billed after stopping and choosing a stop date for a Service or Equipment. To stop a charge, click . A prompt is displayed requesting a Stop date and advising the User about further restrictions placed on stopping Charges.

Stop Charges dialogue example

Custom Labor Type Usage

When using custom defined Labor Type values, it is important to remember that Custom Labor Types will always generate Charges using a Workgroup's Default Rate. If the Rate is not set, this will generate a $0 Charge.

Labor Type Workgroup Rate Defaulting

When a Worker has a Rate assigned for a Workgroup, and the Rate is set to $0, selecting that Labor Type will cause the Labor Type to default to using the Workgroup Rate. For example, if the Worker's Overtime Rate = $0 and Workgroup Default Rate = $50, then selecting Overtime on the Labor form will use Workgroup's Default Rate of $50 for the Charge.

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