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Creating Charges Automatically (End User)

Complete the procedures in this topic to automatically create charges.

This topic contains the following information:

• Creating Charges for Service Requests Automatically
• Creating Charges for Activities Automatically
• Creating Charges for Agreement Line Items Automatically

This task is a step in Process of Managing Charges.

Creating Charges for Service Requests Automatically

To automatically create charges for a service request, the service request must contain billable data. For more information about recording billable activities and orders for service requests, see Associating Activities with Service Requests (End User) and Creating Orders for Service Requests (End User).

To automatically create a charge for a service request

1. Navigate to the Service screen, then the Service Requests List view.
2. Drill down on the SR number (#) field for a selected service request, and click the Charges view tab.
3. Click Auto Charge.

Creating Charges for Activities Automatically

To automatically create charges for an activity, the activity must contain billable data. For more information about recording billable data for activities, see the following information:

• Recording Expenses for Activities (End User)
• Recording Labor for Activities (End User)
• Recording Part Movements for Activities (End User)

If the Entitlement field for the activity contains data, then the following information is used to automatically calculate the charge:

• Data in the fields for records in the Time Tracker view for the activity (except for the Rate field)
• Data in the Rate List field and the Price List field in the More Info view for the activity
• Service hours and metrics for the entitlement (service detail definitions and exceptions) that the administrator sets up in the Administration - Contracts screen
• Schedule hours and exception hours that the administrator sets up in the Schedules view of the Administration - Service screen

If the Entitlement field for the activity does not contain data, then the following information is used to automatically calculate the charge:

• Data in the fields for records in the Time Tracker view for the activity
• Data in the Rate List field and the Price List field in the More Info view for the activity

To automatically create a charge for an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Drill down on the Type field for a selected activity, and click the Charges view tab.
3. Click Auto Charge.

   A charge is automatically generated for the activity if the check box is selected in the Billable field for the activity and if the Rate List field in the More Info view for the activity contains data.

Creating Charges for Agreement Line Items Automatically

You can automatically create charges for agreement line items.

To automatically create a charge for an agreement line item

1. Navigate to the Agreements screen, then the List view.
2. Drill down on the Name field for a selected agreement.
3. In the Line Items view, select a line item.
4. On the link bar, click Charges.
5. Click Charge.