Creating a charge category

You can create a charge category.

1. In the Applications Manager, from the tree in the application rules side panel, choose Document Specific > (Document Type) > Financials > Financial Attributes. The Financial Attributes window displays in the work area.
2. Choose the Charge Definitions tab.
3. Choose the Create New icon. The Charge Category Details window displays.
4. In Charge Category, enter the name of the charge category.
5. In Description, enter a brief description of the charge category.
6. Select Billable if the charge is billable. Non-billable charges are not considered in order totals, but do appear in invoices.
7. Select Is Fee (or Discount if applied to a pickup request) if the charge you are creating is a discount charge type.
8. Select Consider For Profit Margin Total if the category should be used for profit margin calculation.
9. Choose the Save icon.
   Note: Charge categories cannot be localized.