Associating billing codes with fleet customers

Associate billing codes with fleet customers. By associating a specific billing code with a specific fleet customer, you determine the rate for a specific billing category. Together billing codes and markup codes, when associated with specific fleet customers, determine the total rates for fleet billing categories such as usage and mileage.

To associate billing codes with fleet customers:

Select Work > Fleet > Fleet Customers.
Select the fleet customer with which to associate billing codes, and then click the Billing Codes tab.
Click Add Code.
Specify this information:

Billing Code

Enter the billing code with which to associate the fleet customer. The system automatically populates the billing code description.

Markup Code

Enter the markup code with which to associate the fleet customer. The system automatically populates the markup code description.

Note: You must enter a Billing Code and/or a Markup Code.

Equipment Type

Select the equipment type with which to associate the fleet customer.

Equipment Class

Enter the equipment class with which to associate the fleet customer. The system automatically populates the equipment class description and Equip. Class Org.

Equipment Category

Enter the equipment category with which to associate the fleet customer. The system automatically populates the equipment category description.

Maintenance Labor

Select to bill for maintenance labor.

Maintenance Contract Labor

Select to bill for maintenance contract labor.

Maintenance Parts

Select to bill for maintenance parts.

Fuel

Select to bill for fuel.

Mileage

Select to bill for mileage.

Usage

Select to bill for usage.

Non-maintenance Labor

Select to bill for non-maintenance labor.

Non-maintenance Contract Labor

Select to bill for non-maintenance contract labor.

Non-maintenance Parts

Select to bill for non-maintenance parts.

Insurance

Select to bill for insurance.

Exceptions

Select to bill for exceptions.
Click Submit.