Obligation - Chars, Qty & Rec. Charges

This page contains the Characteristics, Contract Quantities and Recurring Charges that are in effect for the obligation.

Use Main Menu > Registration > Obligation > Chars, Qty & Rec. Charges to open this page.

Description of Page

The Characteristics grid contains information that describes miscellaneous information about the obligation. This information is defaulted when obligation is created using the characteristics defined on the start option used to start an obligation (if any). You should only have to access this section if you need to fine-tune what the system defaults.

Note:

You can only choose characteristic types defined as permissible on the obligation record. Refer to Setting Up Characteristic Types & Their Values for more information.

The following fields display:

Effective Date: Indicate the date on which the characteristic value becomes effective. The obligation's start date defaults.

Characteristic Type: Indicate the type of characteristic.

Characteristic Value: Indicate the value of the characteristic.

The Contract Quantity grid contains the contract quantities that are in effect for the obligation. This information is defaulted when service is started using the contract quantities defined on the start option used to start service (if any). You should only have to access this section if you need to fine-tune what the system defaults.

Billing may use this information when it calculates a bill segment for the obligation if the rate has RQ (rate quantity) rules.

The following fields appear:

Effective Date: The date this quantity becomes effective. The obligation's start date defaults.

Contract Quantity Type: The type of contract quantity.

Contract Quantity: The contract quantity.

The Recurring Charge section contains effective-dated information that defines the recurring charge amount used to calculate the obligation's bill segments. This information is only displayed if the obligation's obligation type allows a recurring charge amount.

To modify a recurring charge, simply move to a field and change its value. To change the recurring charge amount effective on a given date, click the + button to insert a row, then fill in the information for each field. The following fields display:

Effective Date: The date the charge becomes effective. The obligation's start date defaults.

Recurring charge changes during a bill period. Only one recurring charge will be used on any bill segment. The system selects the recurring charge value effective on the end date of the bill segment.

Recurring Charge Amount: The recurring charge amount. Recurring charges might include certain administration fees for living or working in a specific tax district (e.g. a special charge for certain school district for each bill sent out)