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 or the item's part number was not added to the rate sheet before the transfer was created. A manual charge cannot be used to start a rental.

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 Location. 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.
  5. Enter any references for the charge.
    1. Enter the Reference or Notes explaining this manual charge.
    2. Select the Job, Sub Job, and Cost Code, if required.
  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 or lump sum charge, enter the Qty and Rental Rate. The Total is calculated based on the two values.
    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 updated with the calculated value.
  7. Click  to save the changes.

See also:

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