Benoit: Created page with "Category: CurrentRMSCategory: How To Occasionally, we need to put a line-item on a Quote or Order for some kind of service charge. Examples are: L&D, Fuel Charge, De..."

2020-04-17T14:41:30Z

Created page with "Category: CurrentRMS Category: How To Occasionally, we need to put a line-item on a Quote or Order for some kind of service charge. Examples are: L&D, Fuel Charge, De..."

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[[Category: CurrentRMS]][[Category: How To]]

Occasionally, we need to put a line-item on a Quote or Order for some kind of service charge. Examples are: L&D, Fuel Charge, Delivery or Time Charge, etc...

Follow this process to add a service charge line-item.

= Adding Service Charges =

* In the Opportunity's Screen, select "Add a new opportunity item/group" and choose Item.
* In the Item Dialog, Select the "Text Item" radio button
* In the Name field, enter the line-item.
* In the Transaction Type, select "Service"
* Leave Tax Class to Default and Revenue Group to Service
* Start/End Date can be left alone. Do NOT Create an item for each day.
* Rate Type should be set to "Flat Rate".
* Enter the Price for this line-item.
* Leave Sub-Contract service alone.
* Select Create Opportunity Item button

Add a service charge - Revision history

Benoit: Created page with "Category: CurrentRMSCategory: How To Occasionally, we need to put a line-item on a Quote or Order for some kind of service charge. Examples are: L&D, Fuel Charge, De..."