To view the calculation history for a service charge group

The procedure to view the calculation history for a service charge group is as follows:

Navigate to Quick Menu > Service Charges > Configuration > Groups. The Service Charge Group window is displayed.
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.
Within the Calculation History summary table, any calculation scenarios that include one or more cost elements linked to the service charge group are displayed in status progression date order (most recent at the top) 1. Certain fields are worthy of special note and are captured in the table below 2.
Click on Close.

Tip

1 To aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

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

2 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.

Field	Description
Description	The name of the service charge calculation scenario.
Type	The classification for the service charge calculation scenario i.e. Actual, Adjustment or Estimate.
Latest Status	The current progression status for the service charge calculation scenario i.e. the user defined status code linked to an overarching master status (In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts).
Status Date	The date on which the current progression status was assigned to the service charge calculation scenario.
User	The name of the end user who applied the latest progression status to the service charge calculation scenario.

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