Adding a one-off charge

A one-off charge is any one-time charge or fee that is applied to an account, such as a charge for a service call or an administrative fee. One-off charge types are defined using Line Item Setup. To review an account's one-off charges, click the View All One-Off Charges link on the Maintenance tab or in the Quick Links panel. One-off charges are also displayed in the Pending Activity panel on the Summary tab, although Infor Public Sector shows a maximum of 20 charges there. To see the complete list, click View All One-Off Charges.

  1. Select Billing > Manage Account.
  2. Load the account you want.
  3. On the Maintenance tab, under Transactions, click Add One-off Charge.
    The Add One-off Charge dialog box is displayed. The Add One-off Charge link can also be displayed in the Quick Links panel on the Summary tab.
  4. Specify the type of charge you're adding in the One-off Type field.
    Depending on the one-off line item setup, Infor Public Sector shows one or more fields under One-off Calculation.
  5. Specify your employee ID in the Charge By field.
  6. Specify the date of the charge in the Charge Date field.
  7. Provide the charge information in the One-off Calculation fields.
  8. Click Done.