Adding a Manual Charge - Transfer Rental

Updated by Cheryl Wallace

Adding a new charge is used to add manual charges such as supplemental fees or to capture "catch up" charges if an item was omitted from a transfer.

Manual charges can be a one-time flat-rate charges with the same Start and End Date by default or a time-based charge that uses the rate sheet rates.

To issue a credit or negative charge, set the Qty to -1.
  1. Click Transfer Rentals in the left menu, then click Transfer Charges.
  2. Click in the edit tool bar.
  3. Enter a Billing Location and Renting Entity. The Transfer Rate Sheet and Currency will be populated automatically. The Rental Status will be set to Manual. Both the Start Date and End Date will be set to today's date and the time will default to midnight local time. The Rental Period will be populated from the rate sheet.
  4. Type or select an Item ID. Only bulk, consumable, or serialized inventory is available.
  5. Enter any references for the charge including Job, Sub Job, Cost Code, Reference, or Notes explaining this manual charge.
  6. Enter the charge values using either method below. The Total is auto generated based on the entries on the page.
    1. For a flat rate charge, enter the Qty and Rental Rate. The Total is auto generated based on the entries on the page.
    2. For a time-based charge,
      1. Modify the the Start Date and End Date.
      2. Check Idle Rate to use these values instead of standard rates.
      3. Click Calculate Charges. The Total is auto generated based on the entries on the page.
  7. Click  to save the changes.

See also:

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