Setting up Charge Rules (CHR) - Header

  1. Specify this information:
    Charge Rule Code
    An identifying code for the Charge Rule. On the Item Master record for an item of the type charge, a default charge rule can be defined. For example, for a charge item called Freight, a charge rule called Freight could be created, which targets the value label Freight and the cost type Freight.
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
  2. Save your changes.