Charge Codes
A charge code identifies a specific type of service you supply to your customers. All of the billing that you create will be based on these charge codes and the events and rates you later associate with them.
- Required?
- Yes. The Billing application comes with a standard set of charge
codes. However, you must assign the appropriate corporation, department and
account information to each charge. To appropriately distribute revenue from
charge codes, you will need to modify the default records with the correct
account information.
You may want to create additional codes if you charge for other services or if your customer is expecting different codes on the invoices. For example, if you provide extensive special handling services, you’ll want to create the appropriate charge codes to clearly identify the different services on your invoices.
Prerequisites
Corporation/Department/Account. The account number assigned to the charge code is used as the default account for revenue distribution.
Charge Group. The charge group assigned to the charge code is used to organize the charge information for reporting purposes.
Standard Charge Codes
The following standard codes are provided with the Billing system.
| Type | Charge Group | Codes |
|---|---|---|
| Charge | Handling | HN = Handling
LBL = Labeling PICK = Picking Charge SC = Selection Charge SO = Sorting and Segregating SW = Stretch Wrap Pallet |
| Charge | Initial Storage | IS = Initial Storage
ST = Storage |
| Charge | Miscellaneous | DOC = Document Charge
MS = Miscellaneous Additional WILL = Will Call charge |
| Charge | Office Labor | FAX = Document Fax Charge |
| Charge | Recurring Storage | AN = Anniversary Billing
AS = Assembly Charge BL = Bill of Lading RS = Recurring Storage |
| Freight | Freight | DF = Discount Freight
FB = Freight Billing Charge FSC = Freight Service Charge |
| Labor | Labor | LB = Labor Charge |
| Minimum | Initial Storage | MRS = Minimum Recurring Storage |
| Minimum | Miscellaneous | MIN = Minimum Charge
MINH = Minimum Handling |
| Non-revenue | Labor | OT = Overtime |
| Tax | Miscellaneous | CTAX = City Tax
FTAX = Federal Tax PTAX = Province Tax STAX = State Tax TTAX = County Tax |
Fields
- Charge Code/Description
- The name and description used to identify this charge code.
- Charge Type
- The type of charge associated with this charge code. Most of your charge codes will be the Charge type. However, you can also identify Freight, Labor, Minimum, and other charge types. The charge type is used for sorting on the invoices (taxes get placed at the end) and for filtering the drop-down controls in the user interface so that tax charge codes show up in the tax screen and minimums show up in the minimum screen.
- Charge Group
- The charge group to which charges of this type belong. This association helps group charges by the general type of service they represent and is used for reporting.
- Default Corporation/ Department/Account
- The corporation, department, and account number associated with this charge code. By default, any revenue generated from that code will be attributed to that account and department. You can use the function to override these defaults.