Modifying a charge category

You can modify a charge category.

About this task

To modify a charge category:


  1. From the tree in the application rules side panel, choose Document Specific > Load > Charge Categories. The Charge Categories window displays in the work area.
  2. Select the applicable charge category and choose the Details icon. The Charge Category Details window displays.
  3. In Description, enter a brief description of the charge category.
  4. Select Billable if the charge is billable. Non-billable charges are not considered in order totals, but do appear in invoices.
  5. Select Discount if the charge you are creating is a discount charge type.
  6. Select Consider For Profit Margin if the category should be used for profit margin calculation.
  7. Choose the Save icon.