Setting up a Charge Index

A charge index can apply to many Charge Rules and contains a series of weighting factors used in the Landed Costs calculation.

Use Charge Index (CHI) to create a charge index:

  1. Specify this information:
    Charge Index Code
    Identifying code for this Charge Index. This code is then linked to a Charge Rule.
    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.
    Weighting Base

    The Analysis Directory on which weighting is based. The same weighting base applies to all weight factors within one charge index code. Options are:

    • Item
    • Item Analysis
    • Transaction Line/Delivery Address
    • Transaction Type
    Analysis Dimension
    If an Analysis Dimension group was selected in the Weighting Base field, this field contains the Analysis Dimension to be used.
  2. Save your changes.