Creating Charges Manually (End User)

Follow the procedures in this topic to manually create charges. To manually create charges, no setup is required.

This task is a step in Process of Managing Charges.

To manually create a charge

1. Navigate to the Charges screen.

2. Create a new charge record, and complete the fields as appropriate.

You can also manually create charges as follows:

• For service requests in the Charges view in the Service Request List view of the Service screen.

• For activities in Charges view in the Activity List view of the Activities screen.

• For agreement line items in the Charges view in the Line Items view in the List view of the Agreements screen.

To manually 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. Create a new charge record, and complete the fields as appropriate.