Option 4: Defining standard special charges

  1. Access Standard Special Charge (FR07.1) to define a charge that is not considered a sales-based or note-based charge.
  2. Select the company number for the company that you want to define the special charges. Examples of special charges are special incentives, adjustments (debit only), or tax liabilities.
  3. In the Charge field, specify a charge identifier if you are adding a new charge. If you are inquiring on an existing charge, then select a valid standard special charge.
  4. Select the company base currency code, defined on Company (GL10.1).
  5. To define general information about a standard special charge, use these guidelines to specify the field values on the Main form tab:
    Frequency

    Select the frequency of the charge.

    Note: You can select any frequency. Because these charges can be copied to Special Charge (FR15.6) when you create customer contracts, consider assigning a frequency that meets the requirements for the Frequency field on FR15.6.

    See Maintaining customer contract charges.

    Note: Set up your calendar at a detail level to accommodate your most frequent frequency.
  6. You can select the Accounts form tab to define account and activity information for the standard special charge.