Configuring Special Charges

Vision allows you to set up special charges for customers. A special charge is a fixed amount that is automatically applied to the customer's account each month, such as a monthly fee for participating in a sales program. If required, a special charge can also be set up as a monthly credit to a customer instead of a charge.

After you add the special charge codes you need, you should set up a GL Account for special charges. Then you can use Customer Maintenance to assign a special charge to a customer.  

Use Vision Back Office to generate the Projected Special Changes Report and analyze the Special Charge Detail Report.

Adding a New Special Charge Code

To add a new special charge code, do the following:

  1. Click the Vision Configuration tab.

  2. Click System Configuration.

  3. Click the Customer Information folder.

  4. Right-click on Special Charges.

  5. Click on Add New Special Charge Code.

Vision shows you a new, empty line item form, as in the image below.

Click the image to see a larger view.

VC_SC_SpecialCharges33.jpg

  1. Type a code for the special charge.

The code must be a three-digit number.

  1. Type a description.

The description should make sense to other users.

  1. Select how the special charge is calculated.

  2. Set or clear the Taxable check box.

  3. Click Accept.

Click the image to see a larger view.

VC_SC_SpecialCharges2-33.jpg

  1. Set up the Special Charges GL Account in Vision Configuration.

  2. It is recommended that you add a special charge before setting up the GL account for special charges, so that you can test the rules for the GL account.

 

 

Related Topics

 

Set up GL Accounts

 

Set up Customer Charges