Charge Type

The Charge Type zone displays the details of the charge type. It contains the following sections:

  • Main - Displays basic information about the charge type. It contains the following fields:

    Column Name Column Description
    Charge Type Displays the charge type
    Description Displays the description of the charge type.
    Charge Type Category Indicates the category to which the charge type belongs. The valid values are:
    • Additional Taxes

    • Commission

    • Down Payment

    • Fees

    • Premium- Endorsement

    • Premium- Business

    • Tax

    Charge Type Sub Category Indicates the subcategory to which the charge type belongs.
  • Characteristics - Lists the characteristics defined for the charge type. It contains the following columns:

    Column Name Column Description
    Effective Date Indicates the date from when the characteristic is effective for the charge type.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.
  • Record Actions - This section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the charge type.
    Delete Used to delete the charge type.
    Note: You can delete a charge type which is not yet linked to any contract type.
    Duplicate Used to create a new charge type using an existing charge type.
  • Record Information - This section contains the following field:

    Field Name Field Description
    Business Object Indicates the business object using which the charge type is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

By default, the Charge Type zone does not appear in the Charge Type screen. It appears when you click the Broadcast (The Broadcast Icon) icon corresponding to a charge type in the Charge Type List zone.

Related Topics

For more information on... See...
How to edit a charge type Editing a Charge Type
How to copy a charge type Copying a Charge Type
How to delete a charge type Deleting a Charge Type