Charge Codes List Report

To access this report, go to Reports > Accounts Receivable > Charge Codes List

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

Note: If you're not familiar with the MIP Report Builder, see Report Builder for an introduction.

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under the Column Heading.

 

The following columns are available to include in the report:

 

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 Indicated by "Yes" or "No", depending on if the charge code is subject to sales tax
Freight Indicated by "Yes" or "No", depending on if the charge code is designated to be freight
Calculation Method Code

The calculation method code. It can be one of the following:

  • FA - Fixed Amount

  • FP - Fixed Price Per Unit

  • VC - Variable Price Per Customer

  • VP - Variable Price Per Unit

  • AV - Alternative Variable Price/Unit

  • PA - Percent of Account Activity
Calculation Method Description

The description of the calculation method. It can be one of the following:

  • Fixed Amount

  • Fixed Price Per Unit

  • Variable Price Per Customer

  • Variable Price Per Unit

  • Alternative Variable Price/Unit

  • Percent of Account Activity
Fixed Value

The value designated for the charge code

  • This column only applies if a calculation method of FA or FP was used.
Maximum Billable Units

The number of units applied to the charge code

  • This column only applies if a calculation method of VP or AV was used.
Percentage

The percentage applied to the charge code

  • This column only applies if a calculation method of PA was used.
Period for Calculation

The calculation period that is associated with the charge code (This Month, Quarter, or Year; or Last Month, Quarter, or Year)

  • This column only applies if a calculation method of PA was used.
Default Revenue Account The GL Account associated with the sales revenue account for the charge code
Default Distribution Code The distribution code associated with the charge code
Fixed Charge

The fixed charge applied to the charge code

  • This column only applies if a calculation method of VP or AV was used.
Unit Price

The unit price applied to the charge code

  • This column only applies if a calculation method of VP or AV was used.
Maximum Units

The maximum number of units applied to the charge code

  • This column only applies if a calculation method of VP or AV was used.

 

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, implement security features, and more.

  • Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

  • Select "Do Not Allow Changes to this Report" to secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

  • Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.

  • Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.

  • Select "Replace total debits and credits with Balance" to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

  • Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

Use the Layout tab to change the font and page setup for a report.