Use this field to enter or select an A/R item number to use for this charge on item invoices for time and materials projects and fixed price projects that use an item invoice type.
The A/R item record also supplies tax information for item invoices.
Project and Job Costing lets you specify default billing rates to use in transactions for standard projects that you bill on a transaction basis.
In the Billing Amount field, enter the amount to bill for the A/R unit of measure specified for the charge.
If you use multicurrency, you can specify billing rates for all the currencies in which you bill your customers. Use a separate line on the table to select the currency and enter the billing amount.
A unique code identifying this charge. You can use up to 16 characters.
Click the New button next to the Charge Code field to be able to add a new record, if a record is displayed.
You can use the Finder or the navigation buttons next to the field to select an existing charge record.
This field lets you provide additional descriptive information about the charge. You can select one of the following charge types:
- Service, for a service you are providing for the customer.
- Fixed Amount, for a charge that is a flat fee.
Project and Job Costing lets you specify default billing rates for all the currencies in which you bill your customers. (Billing rates are used in transactions that you bill on a transaction basis.)
Use a separate line on the table to select the currency and enter the billing amount to use in charges to standard projects.
You can enter a description for the charge code using up to 60 characters.
Use this field to set the record inactive. You will not be able to use this charge code in future contracts.
This display-only field shows the last time you updated this charge code.
This field appears only if you use Sage 300 Transaction Analysis and Optional Field Creator.
Project and Job Costing lets you define as many optional fields as you need for additional information that you want to store with setup records. You use the Optional Fields setup screen to define the optional fields that you want to use with different types of records.
Once you have defined optional fields for a type of record, you can assign the optional to specific records.
The Optional Fields check box indicates whether optional fields have been added to the selected record. If you set up optional fields for automatic insertion on the type of record you are working with, the Optional Fields check box will be selected for new records.
To check or change the optional fields added to a setup record, click the Zoom button beside the Optional Fields check box to open a separate Optional Fields screen for the setup record.
Project and Job Costing uses the unit of measure you specify as the default to calculate billing amounts for charge transactions that use this code, for projects that you bill on a transaction basis.
Overview
You use the Charges screen, available in the PJC Setup folder, to set up records for revenue for which you do not incur costs directly, but for which you charge your customers (a registration fee, for example).
You can also set up charges for contracts where you bill your customers in advance. For example, if a customer prepays installments on a time and materials research contract, you could set up charges to generate billing for the prepayments. If you set up no-charge categories for your costs, you avoid billing your customer twice for the same work. (Your invoice for your actual costs would itemize the time and materials you expended, but it would not contain amounts.)