Difference between revisions of "Fees Setup"
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(Created page with "=='''Overview of AR08'''== Category:Accounts Receivable") |
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+ | A/R Fee Setup is used to set up fees for orders. The fees are applied to orders in the [[:Category:Order Entry|Order Entry]] program. | ||
+ | |||
+ | |||
+ | * From the DDI Connect main menu, double-click Accounts Receivable | ||
+ | * Double-click Setup | ||
+ | * Double-click Fees Setup. You will see this screen: | ||
+ | |||
+ | |||
+ | [[File:AR Fee Setup 1.png]] | ||
+ | |||
+ | |||
+ | To add a fee, click the Add button on the toolbar. The fields enable for data entry: | ||
+ | |||
+ | |||
+ | [[File:AR Fee Setup 2.png]] | ||
+ | |||
+ | |||
+ | The following fields are available on this screen: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Fee Code''' || Enter the code you wish to use for this fee | ||
+ | |- | ||
+ | | '''Description''' || Enter the description for this fee | ||
+ | |- | ||
+ | | '''Transaction type''' || Enter the transaction type that should generate this fee. You can type the transaction type code or click the list icon to select from a list of [[Transaction Types|active transaction types]] in the system | ||
+ | |- | ||
+ | | '''Fee amount''' || Enter the fee amount | ||
+ | |- | ||
+ | | '''Effective date''' || If applicable, enter the date that the fee becomes effective. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
+ | |- | ||
+ | | '''Termination date''' || If the fee is no longer applicable after a certain date, enter that date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
+ | |- | ||
+ | | '''Order types''' || Enter the order types that this fee is applicable for. You can type the order type code or codes, separated by commas, or click the list icon to select from a list of [[Order Type Codes|active order types]] in the system | ||
+ | |- | ||
+ | | '''Always add to each order''' || If the fee is to be added automatically to orders of the specified type(s) and source code(s), select this option | ||
+ | |- | ||
+ | | '''Order source codes''' || If the fee should apply to specific order sources, enter the code or codes, separated by commas, or click the list icon to select from a list of [[Order Source Codes|active order source codes]] in the system | ||
+ | |- | ||
+ | | '''User can add this fee''' || If your organization's users have the option of adding this fee to orders, select this option | ||
+ | |- | ||
+ | | '''Payment methods''' || To set the payment methods subject to this fee, type the code or codes, separated by commas, or click the list icon to select from a list of [[Order Payment Method Codes|active payment method codes]] in the system | ||
+ | |- | ||
+ | | '''User can waive this fee''' || If your organization's users have the option of waiving this fee, select this option | ||
+ | |} | ||
+ | |||
+ | |||
+ | When you have finished entering the information, click Save to retain your changes. | ||
[[Category:Accounts Receivable]] | [[Category:Accounts Receivable]] |
Latest revision as of 16:52, 21 September 2012
Overview of AR08
A/R Fee Setup is used to set up fees for orders. The fees are applied to orders in the Order Entry program.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Setup
- Double-click Fees Setup. You will see this screen:
To add a fee, click the Add button on the toolbar. The fields enable for data entry:
The following fields are available on this screen:
Field | Description |
---|---|
Fee Code | Enter the code you wish to use for this fee |
Description | Enter the description for this fee |
Transaction type | Enter the transaction type that should generate this fee. You can type the transaction type code or click the list icon to select from a list of active transaction types in the system |
Fee amount | Enter the fee amount |
Effective date | If applicable, enter the date that the fee becomes effective. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Termination date | If the fee is no longer applicable after a certain date, enter that date here. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Order types | Enter the order types that this fee is applicable for. You can type the order type code or codes, separated by commas, or click the list icon to select from a list of active order types in the system |
Always add to each order | If the fee is to be added automatically to orders of the specified type(s) and source code(s), select this option |
Order source codes | If the fee should apply to specific order sources, enter the code or codes, separated by commas, or click the list icon to select from a list of active order source codes in the system |
User can add this fee | If your organization's users have the option of adding this fee to orders, select this option |
Payment methods | To set the payment methods subject to this fee, type the code or codes, separated by commas, or click the list icon to select from a list of active payment method codes in the system |
User can waive this fee | If your organization's users have the option of waiving this fee, select this option |
When you have finished entering the information, click Save to retain your changes.