To add a cost element to a service charge group

The procedure to add a cost element to a service charge group is as follows:

1. Navigate to Quick Menu > Service Charges > Configuration > Groups. The Service Charge Group window is displayed.
2. Expand a functional unit heading from the alphabetical list and select an associated service charge group, or type its name into the Search Groups field. By default the list is filtered to show Current groups. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Cost Elements. The Cost Elements tab is activated.
4. Click on New Element. The Group Element window is displayed.
5. Using the Cost Centre drop-down field, select the cost centre to which the cost element is linked.
6. Using the Cost Element drop-down field, multi-select the desired parameter values from the filtered list to define the costing framework of the service charge group, or choose the All option, as required 2 1.
7. Using the Rent Charge Types drop-down field, multi-select all parameter values for which this cost element is applicable within the service charge group, or choose the All option, as required.
8. Where a Fixed Percentage of the cost element charge should be applied to all members of the group, as opposed to an equal share, enter the value into the corresponding field. The Up and Down arrows are available to increment or decrement the value, as required.
9. Choose an Effective from date for this cost element i.e. the date on which it came into effect for the service charge group 3.
10. Choose an Effective to date if the cost element's inclusion within the service charge group is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the cost element will remain within the service charge group in perpetuity.
11. Click on Save 4. The cost element record is displayed in the Cost Elements summary table.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Groups field will match against any element of the service charge group description.

2 Only cost elements linked to the chosen cost centre will be available for selection.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 System validation rules ensure that all assets within the selected group are not already linked to the same cost element and rent charge type combination by virtue of their association to a different group for the same effective period.

See related topics...

Service charge group maintenance overview

To create a new cost centre element

To create a new service charge group