3.5.1.2 View Charge Code

This topic describes the systematic instruction to view, modify, delete, or authorize the charge codes that have been created.

A tile is present for each record that has been created. The bottom portion of each record-tile displays the following:
  • The status, whether Authorized, Unauthorized, or Rejected
  • Open or Closed
  • The number of times the record has been submitted by the Maker added.
Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Cash Management. Under Cash Management, click Collections.
  2. Under Collections, click Maintenance. Under Maintenance, click Charges.
  3. Under Charges, click Charge Code. Under Charge Code, click View Charge Code.
    The View Charge Code screen displays.
  4. Filter the records in the View screen:
    1. Click Search icon to view the filters. The user can filter the records by Charge Code, Charge Description, Charge Group, Charge Category, Authorization Status, and Record Status.
    2. Select the required filter criteria and click Search to filter the records.
    3. Click Reset to reset the filter criteria.
  5. Click Refresh icon to refresh the records.
  6. Click Options icon and then select any of the following options:
    1. Unlock – To modify the record details. Refer to the Create screen for the field level details.
    2. Authorize – To authorize or reject the record. Authorizing/Rejecting requires necessary access rights.
      • Optional: Click View to view the record details.
      • Select the record and click Approve to approve the record.
      • Select the record and click Reject to reject the record. Specify the relevant comments in the pop-up window that appears, and click Confirm.
    3. Delete/Close – To remove the record.
      • Optional: In the confirmation pop-up window, click View to view the record details.
      • Click Proceed to delete the record.
    4. Copy – To copy the record parameters for creating a new record.
    5. View – To view the record details.
    6. Reopen – To reopen the closed record.