To create an oncost group, follow the procedure below.
How to Create an Oncost Group | |
Go to Portal > Billing > Maintenance > Oncost Groups. The Oncost Group Maintenance screen opens. | |
Click .  The Oncost Group Entry screen opens. | |
In the header of the Oncost Group Entry, key in or select the relevant options according to the requirements of the new oncost group. Country Country to which the oncost group belongs. An oncost group can only be applied to an invoice format if the oncost group belongs to the same country as the invoice format. This field defaults to the country to which you are assigned. To assign the new oncost group to a country other than the default, select the relevant country name in this field. Active 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. Last Invoice Date Displays the latest invoice date of an existing invoice on which this oncost group was used. When adding new validity periods to the oncost group, any new validity period must have a start date that is later than the date shown in this field. Name Unique name by which the oncost group is referred to. It is mandatory to key in a name in this field. 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 select the date on which the oncost group is to take effect. | |
Next to the Validity End Date field, click and use the calendar control to select the date on which the first validity period for the oncost group is to expire. Alternatively, leave the Validity End Date field blank if you want the first validity period to remain effective indefinitely. | |
Within 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 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. | |
Click .  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 closes. |