/
Charges List View

Charges List View

Jun 16, 2022

The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2022.04.22 and newer

[ 1 Page Header ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

Page Header

Toolbar Icons

Description

Toolbar Icons

Description

Column Filter Show/Hide

Delete

Edit

Excel

Favorites

Group By Show/Hide

Help

New

Quick Column Filter

Saved Layouts

Fields

Description

Checkbox

Assign Rate By

This is required and is always editable from the Charge Record View.

This lookup contains all the values in the CPAssignRateBy Enumeration Class.

Database Field: ERPx_CPCharge.AssignRateByEN

Assign Rules By

This is required and is always editable from the Charge Record View.

This lookup contains all the values in the CPAssignRulesByEnumeration Class.

Database Field: ERPx_CPCharge.AssignRulesByCSVEN

Calculated On

 This is required and is always editable from the Charge Record View.

This lookup contains all the values in the CPChargeCalcMethod Enumeration Class.

Database Field: ERPx_CPCharge.ChargeCalcMethodSK

Charge GL Account

This is displayed as [GL Account ID] - [GL Account Description]. This is required and is always editable from the Charge Record View.

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts

Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPCharge.CRAccountSK

Charge ID

 This is required and is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.ChargeItem

Default Rate

Identifies the "Default" rate/percentage of the Charge. This defaults to 0.0000 for new records but is not required to be changed. This field is always editable from the Charge Record View.

 This only identifies the default rate. However, the actual Rates may be different if the "Assign Rate By" property is not set to "Default Rate".

Database Field: ERPx_CPCharge.Rate

End Date

Identifies the Date the program ends. A blank value assumes the program does not end. This is not required and is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.EndDate

Inactive

This is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.IsInactive

Rate UOM

Identifies the UOM associated with the Charge Rate. This value is informational only and can only be edited by changing the 'Calculated On' property on the Charge Record View. If the Calculated On property is set to '% Gross $' then the Rate UOM value will display '%' and when it is set to '$ Fixed Amount' the Rate UOM value will be blank. 

Database Field: ERPx_CPCharge.UOMSK

Settlement Method

Identifies how the Charge Program is Settled. This is required and is always editable from the Charge Record View.

  • AP Invoice: The Charge is created via a separate AP Invoice that posts directly to AP when the Ticket is posted.

  • GL Accrual: The Charge is included with the journal entry created by the Ticket.

This lookup contains all the values in the CPSettleMethod Enumeration Class.

Database Field: ERPx_CPCharge.ChargeSettleMethodSK

Start Date

Identifies the Date the program starts. This is required and is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.StartDate

Vendor Name

 This identifies the AP Vendor that will be paid when this charge is used. For Charge programs with a 'Settlement Method' of "AP Invoice", this is required and always editable from the Charge Record View.  For Charge programs with a 'Settlement Method' of "GL Accrual", this is blank and not editable.

Database Field: ERPx_CPCharge.VendorSK