Use this screen to define other, or miscellaneous, charges that you want to appear on your bills. These charges are identified by a code, which can then be linked to the standard bills and to the project product bills, customer product bills, milestone bills, and manual bills. Use this screen to set up the codes and their posting parameters. You can enter the amount billed and posted for each code in the screens in the Manage Bills screens.
This feature gives you flexibility because it allows you to specify the account and organization that record the amount when the bill is posted. You can also, optionally, post the cost to a project that can be either designated in this screen or defaulted to the project of the bill posted.
You can use up to three different codes on each bill; each code appears on a separate line. These charges appear on the bottom of the bill and are included in the total of the invoice. Please note that these charges print for the Current column only; they are not included in the Cumulative column. Also, other charges are not included in the calculation of the standard bills and, since they are current charges only, they are not considered in any of the ceiling calculations.
Use this screen whenever you need to set up other charges codes, or whenever any of the parameters for the existing codes changes. If you want to use the "other charges" feature, initialize this screen before you print any bills.
In this table window, enter the other charges codes and descriptions. Specify the projects, accounts, and organizations where the charges should be posted when they are included on bills.
Enter a code to identify the miscellaneous charge.
Enter a transaction description for this code. This description prints on the bill and can be overridden in the screens in the Manage Bills screens.
Use this drop-down list to designate the project that is used in the posting. Valid options are:
S — Substitute means that the project being billed is used in the posting. You may find this designation helpful when you have a general code, such as shipping and handling, that you want posted to each project that bills it.
R — Required means that the project entered in the Project column is used in the posting. Use this designation if you have a specific project or task that you want to use in the posting.
N — Not Used means that a project is not required for this code. This designation means that a non-project-required account, such as a balance sheet or indirect account, records the amount. Because the customer product bills do not use a project, this field must be N-Not Used for any codes you want to use for those bills.
This is a required field.
Enter, or click 
to select, a valid project that you want to use in the posting. This project is required only if you have entered R (Required) in the Project Req'd column. If you are using project abbreviations, this field is automatically populated if you entered a Project Abbrev.
Enter, or click to select, a valid project abbreviation that you want to use in the posting. If you are using project abbreviations, this field is automatically populated if you entered a Project.
Enter, or click to select, a valid account that you want to use in the posting. If you entered R (Required) in the Project Req'd field, the account entered here must be valid for the Project and Organization entered on this line. If you entered S (Substitute) in the Project Req'd field, the account entered here must be valid for the Organization entered on this line and for each project that uses this code on a bill. This is a required field.
Enter, or click to select, a valid organization that you want to use in the posting. If you entered R (Required) in the Project Req'd field, the organization entered here must be valid for the project and account entered on this line. If entered S (Substitute) in the Project Req'd field, the organization entered here must be valid for the Account entered on this line and for each project that uses this code on a bill. If you are using organization abbreviations, this field is automatically populated if you entered an Org Abbrev. This is a required field.
Enter, or click to select, a valid organization abbreviation that you want to use in the posting. If you are using organization abbreviations, this field is automatically populated if you entered an Organization.
Enter, or click to select, a valid reference 1 number that you want to use in the posting.
Enter, or click to select, a valid reference 2 number that you want to use in the posting.
This non-editable field displays the name of the project entered in the Project column.
This non-editable field displays the name of the account entered in the Account column.
This non-editable field displays the name of the organization entered in the Organization column.