You can modify a charge category.
About this task
To
modify a charge category:
Procedure
- From the tree in the application
rules side panel, choose Document Specific > Load > Charge Categories.
The Charge Categories window displays in the work area.
- Select the applicable charge category and
choose the Details icon. The Charge Category Details window
displays.
- In Description, enter a brief description
of the charge category.
- Select Billable if the charge is billable.
Non-billable charges are not considered in order totals, but do appear
in invoices.
- Select Discount if the charge you are creating
is a discount charge type.
- Select Consider For Profit Margin if the
category should be used for profit margin calculation.
- Choose the Save icon.