3.17.1 Create Charge Code

This topic describes the systematic instructions to create charge code by updating various details.

Specify User ID and Password, and login to Home screen.

1. On Homescreen, click Core Maintenance, under Core Maintenance, click Credit Decision.
2. Under Credit Decision, click Maintenance, under Maintenance, click Charge Coded, under Charge Code, click Create Charge Code.
   The Create Charge Code screen displays.

   Figure 3-87 Create Charge Code

   
   

   
   Description of "Figure 3-87 Create Charge Code"

   
   
3. On Create Charge Code screen, specify the fields.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-92 Create Charge Code

   Field	Description
   Advance Charging	Click the toggle status to enable the parameter. Indicates the definition is for advance or simple. By default, the status will be off.
   Charge Code	Specify the unique code for the charge.
   Charge Description	Specify a short description for the charge code.
   Product processor Code	Select the product processor from the drop-down list for which the charge is being created.
   Product Processor Description	Displays the description of the product processor code defined.
   Effective Date	Specify the effective date.
   Expiry Date	Specify the expiry date.
   Charging Currency	Select the currency from the drop-down list.
   Rate Code	Click on search and select from the list.
   Rate Type	Select the rate type from the drop-down list. The available options are: Buy Sell Mid
   Per Annum Basis (Days)	Select the days from the drop-down list. The available options are: 360 365 366
   Charge In Txn Currency	Click the toggle status to enable this parameter. Indicates the charge is to be charged of fee currency or transaction currency. By default, the status will be off.
   Charge Type	Select the type from the drop-down list. The available options are: Fixed Amount Fixed Percentage Tiered
   Charge Amount	Specify the amount for the charge type. This field is visible if the Charge Type is selected as Fixed Amount.
   Percentage (%)	Specify the percentage for the charge type. This field is visible if the Charge Type is selected as Fixed Percentage.
   Minimum Amount	Specify the minimum amount to be charged. This field will not be visible if the Charge Type is selected as Fixed Amount.
   Maximum Amount	Specify the maximum amount to be charged. This field will not be visible if the Charge Type is selected as Fixed Amount.
   Tiered Charge Type	Select the tiered charge type from the drop-down list. The available options are: Amount Percentage Amount or Percentage This field is visible if the Charge Type is selected as Tiered. The below option appears if the Advance Charging is enabled. Rule Amount or Rule Percentage or Rule
   Tier Type	Select from tier type the drop-down list. The available options are: Cumulative Slab This field is visible if the Charge Type is selected as Tiered.
   Charge Per Count	Click on toggle status to enable the parameter. This field is visible if the Charge Type is selected as Tiered and Tier Charge Type as Amount, Amount or Rule, and Rule.
   Tier Criteria	Select the tier criteria from the drop-down list. The available options are: Amount Period Amount or Period The system will not allow use to select the above options if the Tier Type is selected as Slab.
   + button	Click to add a new row.
   - button	Click to delete the row.
   Amount / Period / Amount or Period - From	Specify the start value of the count range. This field is visible only if the Charge Typeis selected as Tiered.
   Amount / Period / Amount or Period - To	Specify the final value of the count range This field is visible only if the Charge Type is selected as Tiered.
   Amount	Specify the amount. This field is visible only if the Charge Type is selected as Tiered and Tiered Charge Type as Amount.
   Percentage	Specify the charge percentage. This field is visible only if the Charge Type is selected as Tiered and Tiered Charge Type as Percentage.
   Output Option	Select the option from which the output must be displayed. This field is visible only if the Charge Type is selected as Tiered and Tiered Charge Type as Amount or Percentage.
   Output	Specify the output. This field is visible only if the Charge Type is selected as Tiered and Tiered Charge Type as Amount or Percentage.
   Basis of	Select from the drop-down list. This field is visible only if Charge Type is selected as Tiered and Advance Charging is enabled.
   Rule	Toggle to enable if the rule is applicable. This field is visible only if the Advance Charging and Rule is enabled and Charge Type is selected as Fixed Amount or Fixed Percentage.
   Rule ID	Select the rule from the drop-down list. This filed is visible if the Advance Charging and Rule is enabled.

   Toggle the Advance Charging to link the list of features. This Feature is visible if the Charge Type is selected as Tiered.

4. 4. Click + Add/Edit column to select and link the facts.
   The + Add/Edit column pop-up screen displays.

   Figure 3-88 Add Columns

   
   

   
   Description of "Figure 3-88 Add Columns"

   
   

   For more information on fields, refer to the field description table.

5. Select the facts names from the list. ( 'n' number of facts can be selected)
6. Click Save to link the features for defining the tiered charge type.
   The Create Charge Code - Tiered screen displays.

   Figure 3-89 Create Charge Code - Tiered

   
   

   
   Description of "Figure 3-89 Create Charge Code - Tiered"

   
   

   For more information on fields, refer to the field description table.

   Table 3-93 Create Charge Code - Tiered

   Field	Description
   <Numeric Feature>From	Specify the minimum numeric value of the facts selected.
   <Numeric Feature>To	Specify the maximum numeric value of the facts selected.
   <Numeric Feature>Value	Specify the value of the facts selected.

7. 7. Click Save to save the details.
   The Create Charge Code is successfully created and can be viewed using the screen.