To update the status of a service charge calculation scenario

The procedure to update the status of a service charge calculation scenario is as follows:

1. Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
2. 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.
3. Click on Update Status 2. The Calculation Status window is displayed, revealing the current custom status of the service charge calculation scenario.
4. Using the New status drop-down field, select the next progression stage for the service charge calculation scenario 3.
5. Use the Notes field to add contextual information in support of the calculation status transition.
6. Click on Save. The updated progression status is displayed in the Status History summary table, as a discrete event.

Note

1 The Search Calculations field will match against any element of the calculation scenario description.

2 It is not permitted to update the custom status of a service charge calculation scenario where the equivalent master status is set to Cancelled.

3 With the exception of Under Consultation, only custom service charge status codes linked to the current master status will be available for selection.

See related topics...

Service charge calculation management overview

To create a new service charge calculation scenario

To cancel a service charge calculation scenario

To define a service charge status code