Creating fixed charge schedules for customer contracts

Create fixed charge schedules for customer contracts to create a set price to be added to a customer invoice based upon a specified due date.

When generating costs for a customer contract, the system uses fixed charges in the place of any work order charges and creates the fixed charges via the customer invoice.

See Understanding the Calculation of Customer Charges.

If a work order is created with a cost for a customer contract, the system bypasses the work order when calculating costs, and the cost for the customer will be the specified fixed charges.

To create fixed charge schedules for customer contracts:

  1. Select Work > Asset Management Services > AMS-Customer Contracts.
  2. Select the customer contract for which to create fixed charges and then click the Fixed Charges tab. The system automatically populates and protects Start Date and End Date with the date(s) from the customer contract header. The system populates Currency with the currency of the Organization of the contract header.
  3. Click Add Fixed Charge.
  4. Specify this information:
    Line
    Specify a description of the fixed charge in the adjacent field. Modify the sequence number of the fixed charge as necessary. The next incremental line number is automatically assigned based on the setting of the INCRLINO installation parameter.
    Note: You can only edit the Line number when inserting a record. After the record is saved, Line is protected.
    Status
    Select the status of the fixed charge. Changing the status of a fixed charge may affect additional system checks and field changes as follows:
    Option Description
    Unfinished All fields are editable. However, when you submit the fixed charge with Unfinished status, the system protects Line. Select Unfinished if the fixed charge or the customer contract is not approved.
    Approved The system protects all fields except Status. Select Approved to create an invoice for this payment.
    Cancelled The system protects all fields except Status. Select Cancelled to cancel the invoice for this payment.
    Due Date Specify the date when records can be invoiced. Leave this field blank for the record to be invoiced every time invoices are generated.
    Price Specify the gross price (not including tax) in internal currency units.
  5. Click Submit.