Special Fees |
The Special Fees screen enables you to assign special fees (such as licenses, emissions, highway, special access, or registration fees) to equipment units and view existing assignments. Use this screen to post occasional fees that you do not want accrued monthly using the recurring fees functionality of end-of-month processing.
Fees display in the Fees field on the Other tab of the Data > Equipment Units > Historical Costs screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, from date, and to date.
Detail View Header
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the equipment unit currently selected in the grid. This field has a list box of equipment unit IDs (excluding those with a check in the Exclude from inventory lists field on the Authorization tab of the Fleet Equipment screen). The equipment unit year, manufacturer, and model display to the right of the ID.
Equipment IDs are defined on the Data -> Equipment Units -> Fleet Equipment screen.
Detail View
Data in the fields on the bottom section of this tab assign the special fees to the equipment unit. Unless otherwise indicated, these fields are required.
Date
Valid calendar date on which the special fee was assigned.
Special fee type
Special fee type assigned to the equipment unit. This field has a list box. Special fee types are defined on the Data -> Equipment Activity -> Special Fees-> Setup -> Special Fee Types screen.
Description
Description of the special fee type. This field is display only.
Reversal
A check in this field reverses the special fee from the work order.
In Update mode, this field displays a Y (yes) or N (no) in rows that contain a task ID.
In Display mode, an X displays for special fees that have been reversed from the work order.
Fee amount
Set amount per year of the special fee. This is helpful if several equipment units have the same fee amount. You may change the amount to zero only to establish a future date at which a special fee will first be due for an equipment unit.
Special fee amounts are defined on the Data -> Equipment Activity -> Special Fees-> Setup -> Special Fee Types screen.
Tip: To set up an initial period expiration date after which the first occurrence of a special fee type will be due (for example, first smog inspection after 2 years), charge a special fee of the appropriate type to the equipment unit, change the fee amount to zero, and enter the date of the first occurrence in the New expiration date field.
New expiration date
Date the special fee expires.
Tip: If the special fee type is LICENSE and you enter a new expiration date, the Registration expiration date field on the Registration tab of the Data -> Equipment Units -> Fleet Equipment screen updates by one year.
Vendor ID
Valid identifier of the vendor to which the fee is paid. This field has a list box. Defaults to the vendor ID specified for the special fee type on the Data -> Equipment Activity -> Special Fees-> Setup -> Special Fee Types screen, but you can change it.
Vendor name
Name associated with the Vendor ID in the field.
Reference
Text field that you may use however you want. Maximum field length is 20 characters. This field is optional.
Account ID
Identifier of the account associated with the special fee. This field has a list box.
The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required. Account IDs and account status are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Department ID
Identifier of the department associated with the special fee. This field is display only. Department IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Departments -> Primary Information screen.
Comment
Text field that you may use for comments. Maximum field length is 60 characters. The comments display on the Status/Other Info tab of the Data -> Equipment Activity -> Special Fees -> Special Fee - Detail screen. This field is optional.
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