As the variations in required service charge calculation scenarios may be only minimal, it is possible to clone existing calculations, retaining all the attributes and configuration settings for the derivation parameters, baseline and balancing figures, inherent cost elements, etc. and apply the relevant changes to the new copy, thus saving time and effort.
The procedure to clone a service charge calculation scenario is as follows:
- Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
- Expand a calculation type subheading from within the nested calendar period and select an associated calculation scenario, or enter its name into the Search Calculations field. By default the list is filtered to show All calculation scenarios. An alternative filter can be applied using the Select view drop-down field: In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts
1.
- Click on Clone Calculation. The Service Charge Calculation window is populated with all the attributes of the source calculation scenario.
- Enter a Description for the new service charge calculation scenario into the field provided 2.
- Using the Calculation type, Company, Calendar, Calculation period and Calculation method drop-down fields, ensure that the selected parameter values are still valid for this cloned calculation scenario and apply any required changes 3.
- For Actual or Adjustment calculation types, ensure that the desired Estimate calculation to be used as the baseline projection for the final results is still valid, and apply any required changes using the corresponding drop-down field.
- For Actual or Estimate calculation types, ensure that the desired Balancing charge source, providing surplus or deficit balance figures from a previous period is still valid, and apply any required changes using the corresponding drop-down field.
- Clive on Save. The cloned calculation scenario appears in the alphabetical list, underneath the nested Calculation type subheading for the relevant calendar period 4.
Note
1 The Search Calculations field will match against any element of the calculation scenario description.
2 System validation rules ensure that the description entered for each service charge calculation scenario is unique for the effective period.
3 The Model calculation method is only applicable to Estimate calculation types; for this calculation scenario only, a Base calculation must also be selected from the corresponding drop-down field i.e. the foundation on which the model estimate is built.
4 Any cost elements linked to the original source calculation scenario that have since expired, either directly or by virtue of their association to an expired cost centre, will be automatically removed from the cloned record.
See related topics...
Service charge calculation management overview
To add a cost element to a service charge calculation scenario
To create a new service charge calculation scenario
