Defining Charge Codes
Perform the steps in the following procedure to define charge codes.
This task is a step in Administering Charge Codes.
To define a charge code
Navigate to the Tax Service Admin screen, then the Charge Code List view.
In the Charge Codes list, create a new record, and complete the required fields.
In the More Info form, complete additional fields, and then save the record.
The following table describes some of the fields.
Field Comments Revenue Category
A group of related products. This field is automatically populated when you enter the Revenue Sub Category.
Business Type
The type of business of the customer organization. Choices are group and local.
End Date
The date the charge code becomes inactive.
General Ledger Number
An identifier that maps the charge code to the general ledger.
Revenue Subcategory
A revenue subcategory allows you to group products more precisely within a larger revenue category and assign different taxes to each revenue subcategory. For example, Appetizers can be a revenue subcategory of the revenue category Food.
Start Date
The date the charge code becomes active.
Repeat Step 2 through Step 3 for each charge code.