Enter Additional Charges

This document explains how you specify additional charges to a rental agreement line. The additional charges are used when the customer should pay for something outside of the normal rental fee. It may, for example, be a charge for additional equipment.

Additional charges are specified for each agreement. The same function is used for creating credits.

Outcome

An additional charge has been added to a rental agreement line.

By connecting a charge to the rental agreement line, the charge is automatically debited to the rental agreement.

The STADCH table is updated.

Before you start

  • A valid agreement header must exist in 'Rental Agreement. Open' (STS100).
  • Agreement lines must exist in 'Rental Agreement. Open Lines' (STS201).

Follow these steps

  1. Start (STS201).
  2. Select related option 15='Additional charges' to proceed to 'Rental Agreement. Connect Additional Charge' (STS103).
  3. Specify a suffix.

    This determines in what order the different charges are printed on the agreement and the invoice. The suffix used for additional charges can vary from 74 and upwards.

  4. Specify record type.

    This indicates what type of charge is to be added. Select one of these alternatives:

    1 - Not charged until the first invoicing of the agreement line.

    2 - Charged only with the last invoicing of the agreement line.

    3 - Charged when the agreement line's normal rental charge is invoiced.

    4 - Charged for a specified period. Specify a date interval.

    5 - Credited for a particular period. Specify a date interval which should result to a negative amount.

    6 - Usage meter charges (suffix 70-72).

    7 - Consumption meter charges (suffix 73).

  5. Specify a suitable contract item in 'Contract Item. Open' (SAS450).
  6. Click New to proceed to the E panel.
  7. If necessary, change the name of the charge.
  8. Specify ordered quantity.

    You specify ordered quantity for types 1, 2, 4, 5, 6, and 7. Type 3 is invoiced with the same interval as the rent.

  9. Specify the basic U/M.
  10. If the record type is 3, a check box is displayed for additional charge calculation. The value set in this field is inherited from the contract item, but can be manually changed in (STS103). If this check box is selected, the additional charge is calculated based on the days in the invoicing period.
  11. If necessary, specify the payer.

    The payer is defaulted from the agreement line, but can be changed.

  12. If necessary, specify the accounting control object.

    This field is user-defined, but is most often used to control account entries and is therefore an accounting object that is verified and changed in 'User-defined TST Field 2. Open' (CRS355).

  13. Press Enter to finish.

    You can also specify pre-text or post-text to the charge. These texts are printed on the agreement line and on the invoice. You can also specify internal text to the charge by including T in the panel sequence.

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