Charge Codes List

Access this report using Reports>Accounts Receivable>Charge Codes.

Use this report to print a list of charge code information that was set up using the Maintain>Accounts Receivable>Charge Codes form. Since Charge Codes represent the items or services sold or provided to customers, they are used in the A/R Billing module for processing invoices to the customer.

Additional items, columns, and filters are available if any user defined fields were created by the Administrator using Organization>Set Up User Defined Fields. Only user defined fields with a field type of String, Editable Drop-Down List, Non-Editable Drop-Down List, Date, or Yes/No are available in the Items by Page group box on the Content tab.

User defined fields with a field type of Currency follow the formatting of the organization's functional currency. The functional currency was determined by the Administrator when the organization was created (File>New Organization>Functional Currency panel).

Report Criteria

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Column	Description
Charge Type	Types are used to limit or sort Charge Code IDs for reports. When setting up the Charge Code, a type such as Product or Service may have been created to distinguish between the types of Charge Codes being billed.
Charge Code	The unique code that identifies the Charge Code.
Charge Description	The description of the Charge Code.
Status	The status of the Charge Code-Active, Inactive, or Discontinued.
Taxable	A designation of yes (Y) or no (N) depending on if the charge code is subject to sales tax.
Freight	A designation of yes (Y) or no (N) depending on if the charge code is designated to be freight.
Calculation Method	A calculation method of Fixed Amount (FA), Fixed Price Per Unit (FP), Variable Price Per Customer (VC), Variable Price Per Unit (VP), Alternative Variable Price/Unit (AV), or Percent of Account Activity (PA).
Calculation Method Description	The description of the calculation method, such as, Fixed Amount (FA), Fixed Price Per Unit (FP), Variable Price Per Customer (VC), Variable Price Per Unit (VP), Alternative Variable Price/Unit (AV), or Percent of Account Activity (PA).
Fixed Value	The value designated for the Charge Code. This column is only applicable if a calculation method of FA or FP was chosen.
Maximum Billable Units	The number of units applied to the Charge Code. This column is only applicable if a calculation method of VP or AV was chosen.
Percentage	The percentage applied to the Charge Code. This column is only applicable if a calculation method of PA was chosen.
Period for Calculation	This calculation period-This Month, Quarter, or Year; or Last Month, Quarter, or Year-is associated with the Charge Code. This column is only applicable if a calculation method of PA was chosen.
Default Revenue Account	The G/L Account associated with the sales revenue Account for this code.
Default Distribution Code	The distribution code associated with this code.
Currency	The currency type assigned to the charge code, such as USD, CAD, EUR, GBP, or MXN. Currencies were created and activated by the Administrator using the Organization>Currency Setup form.
Currency Description	The description associated with the currency, such as US Dollar, Canadian Dollar, or Euro.
Fixed Charge	The fixed charge applied to the Charge Code. This column is only applicable if a calculation method of VP or AV was chosen.
Unit Price	The unit price applied to the Charge Code. This column is only applicable if a calculation method of VP or AV was chosen.
Maximum Units	The maximum number of units applied to the Charge Code. This column is only applicable if a calculation method of VP or AV was chosen.
{User Defined Field} - Charge Codes	A charge codes type user defined field and its data. There will be a separate column for each field that was created by the Administrator using Organization>Set Up User Defined Fields.

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