To define a service charge status code

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The procedure to define a service charge status code is as follows:

  1. Navigate to Quick Menu > Service Charges > Configuration > Status Codes. The Service Charge Status Code window is displayed.
  2. Click on New Status. All fields are activated ready for data entry 1.
  3. Enter a Description for the service charge status code into the field provided 2.
  4. Using the Companies drop-down field, multi-select all companies for which this status code is relevant, or choose the All option, as required 1.
  5. Using the Master status drop-down field, select an appropriate parameter value to reflect the overarching status for the new code i.e. In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts 3.
  6. Where the service charge status code is the default progression setting for the overarching master status, activate the Default for master status tick box provided 4.
  7. Choose an Effective from date for this service charge status code i.e. the date on which it came into effect 5.
  8. Choose an Effective to date if the service charge status code is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the parameter will be continually valid.
  9. Click on Save 6.


Tip

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

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Status button is inactive.

2 System validation rules ensure that the description entered for each service charge status code is unique for the effective period.

3 Additional master status codes are available to support the ratification of service charge calculations: Awaiting Cost Element Charge Approval, Cost Element Charge Approved, Awaiting Asset Charge Approval, Asset Charges Approved.

4 Only one service charge status code can be assigned as the default for a specific master status classification within a single company; where an existing status code already has this setting the end user will need to reaffirm one or the other.

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

6 To amend the details of an existing parameter, expand a company heading and select a service charge status code from the alphabetical list, or type its name into the Search Status Codes field. By default the list is filtered to show Current status codes. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.


See related topics...

System parameters overview

To define a service charge consultation rule