To create an oncost group, follow the procedure below.
How to Create an Oncost Group | |||||||||||
Go Navigate to Portal > Billing > Maintenance > Oncost Groups. The Oncost Group Maintenance screen opens. | |||||||||||
2. | Click Add. The Oncost Group Entry screen opens. | ||||||||||
3. | In the header of the Oncost Group Entry screen, key in or select the relevant options according to the requirements of the new oncost group. If ticked, the oncost group will be flagged as active and will therefore be available to apply to invoice formats as soon as the oncost group is saved. If you do not want the oncost group to be available for use until a later time, un-tick this field
Active
Name
Oncost Type Determines if the oncost group groups pay or bill oncosts. This field defaults to Bill. If you want to create a pay oncost group instead, select Pay instead. Description Optional description of the oncost group. Next to the Validity Start Date field, click and use the calendar control to
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4. | In the Start Date From field in the Validity Dates & Linked Oncosts section of the screen, select the date on which the oncost group is to take effect. | ||||||||||
5. | Next to In the Validity End Date To field , click and use the calendar control to in the Validity Dates & Linked Oncosts section of the screen, select the date on which the first validity period for the oncost group is to expire. Alternatively, leave the Validity End Date field field blank if you want the first validity period to remain effective indefinitely. | ||||||||||
Within 6. | In the Oncost List field, click . The Select Oncosts screen opens, listing all pay or bill oncosts that can be added to the oncost group. Tick list field in the Validity Dates & Linked Oncosts section of the screen, select the individual oncosts that are to be part of the oncost group for the first validity period. Alternatively, tick Select All if you want all of the listed oncosts to be added to the oncost group.A tick is displayed next to each oncost that will be added to the oncost group. | ||||||||||
7. | Click Save. The Select Oncosts screen closes and the oncosts you have selected are listed within the Oncost List field. | Click . A confirmation message opens indicating that the record has been saved. | 10. | On the confirmation message, click . The confirmation message The new oncost group is created and the Oncost Group Entry screen closes. |