Creating Cross-References for a Fee Billing Line
Access the Fee Cross Reference Details form.
Complete these fields:
Fee Method
Select a method for calculating the fee amount.
Percentage or Default %
If you selected Percent (Of Cost) or Percent (Of Limit Value) in the Fee Method field, the system displays the Percentage field. Enter the percentage that the system uses to calculate the billing amounts for fee lines for owner pay items. Enter either a percentage in this field or a rate code in the Rate Code field. Enter the percentage as a whole number. For example, enter 10 for 10 percent.
If you selected Labor Category in the Fee Method field, the system displays the Default % field. Enter the default percentage for the system to use to calculate the fees for job types for which you have not defined a rate.
Rate Code
Enter the code that identifies the rate to use when calculating fees. You set up rate codes in the Fee Rate Code Table program (P52131S). The system enables this field only when you select Percent (Of Cost) in the Fee Method field.
Cumulative
Select this check box to indicate that the fee is cumulative. If you select this check box and you change the setup for a fee cross-reference, the system factors in the fee amount that has already been billed when calculating the fee amount for the current invoice.
Eligibility Status
Select the frequency of occurrence for calculating invoice and revenue fees. The system enables this field only when you have selected Flat Rate or Percent (Of Limit Value) in the Fee Method field.
Values are:
0 - Recurring: The fee recurs on a regular basis. If you select this value, you must also specify a recurring frequency in the Frequency Code field.
1 - One Time Occurrence for Both Invoicing and Revenue: The system calculates the fee only once for invoice amounts and only once for revenue amounts.
2 - One Time Occurrence for Invoicing (Suspended for Revenue): The system calculates the fee only once for invoice amounts and does not calculate the fee for revenue amounts.
3 - One Time Occurrence for Revenue (Suspended for Invoicing): The system calculates the fee only once for revenue and does not calculate the fee for invoice amounts.
4 - Suspended for Both Invoicing and Revenue: The system does not calculate the fee for invoice or revenue amounts.
If you set up a fee line using the flat amount or the percent of limit value method and the line is a one-time occurrence, the system updates this field to this status after calculating fees for the first invoice. The system does not calculate fees again for the line unless you manually change the status.
Frequency Code
If you have selected 0 - Recurring in the Eligibility Status field, select a recurring frequency. Examples include: M - Monthly and W - Weekly. The system stores frequency codes in user-defined code (UDC) table 52G/FF. These values are not hard-coded.
Amount
Enter an amount to use as the invoice and revenue fee. The system enables this field only when you select Flat Amount in the Fee Method field.
Rate/Hour
Specify a rate per hour for the system to use to calculate invoice and revenue fees. The system enables this field only when you have selected Rate per Hour in the Fee Method field.
Select the Select Lines value from the Form menu.
On the Select Cross Reference Lines form, select the line to cross reference, and then select the Select Records value from the Row menu.
Click Cancel.