How to Update an Existing Oncost Group

Once an oncost group has been created you can edit the following header attributes of the oncost group record if necessary:

name
description
active status.

Depending on whether the oncost group has already been used to generate invoices, you may also be able to perform the following actions:

change the start and end date of an existing validity period
add or remove oncosts for an existing validity period
add a new validity period
delete an existing validity period.

The Last Invoice Date field in the header of the Billing > Maintenance > Oncost Groups > Oncost Group Maintenance > Oncost Group Entry screen displays the date of the last invoice that used the invoice group.

If no date is displayed in the Last Invoice Date field, existing validity periods for the oncost group can be edited without restriction.

If the oncost group has already been used when an invoice was generated, no changes can be made to any existing validity period for the oncost group if the date that is shown in the Last Invoice Date field falls after or within the validity period. The exception to this is if an existing validity period has not end date, in which case the validity period can be end dated so long as the end date falls on or after the date shown in the Last Invoice Date field.

To update an existing oncost group, follow the procedure below.

How to Update an Existing Oncost Group

Navigate to Billing > Maintenance > Oncost Groups.

The Oncost Groups Maintenance screen opens.

In the Search section at the top of the screen, select any search criteria that is relevant to the oncost group that you want to edit and click Search.

Click here to see a description of the search fields that are available.

Country

Country to which the oncost group belongs. This defaults to the country to which you are assigned. To search for oncost groups that belongs to another country, select the name of the relevant country in this field or select Any Country to search for oncost groups regardless of the country to which they belong.

Name

Name of the oncost group. If you know the name of the oncost group you are searching for, key in the name in this field.

You can use leading and trailing wildcards (%) to partially match the oncost group name. For example, %group will match oncost group names such as Blue Collar Oncost Group while oncost% will match oncost group names such as Oncost Group 1.

Active

Active status of the oncost group. If you want to find an oncost group regardless of whether it is currently flagged as active, click on this field until it is shaded. If you want to find an oncost group that is not currently flagged as active, click on this field until it is cleared. Otherwise, to find an oncost group that is currently flagged as active, leave this field ticked.

Active

Active status of the oncost group. If you want to find an oncost group regardless of whether it is currently flagged as active, click on this field until it is shaded. If you want to find an oncost group that is not currently flagged as active, click on this field until it is cleared. Otherwise, to find an oncost group that is currently flagged as active, leave this field ticked.

Oncost Type

Determines the type (pay or bill) of oncost group that you want to find. This field defaults to Any, thereby allowing you to search for pay and bill oncost groups. To search for pay oncost groups or bill oncost groups only, select Pay or Bill in this field respectively.

Oncost

Lists existing oncosts that match the search criteria that are selected in the other search field. This field defaults to Any but you can select the name of a specific oncost group from this list to list that oncost group in the search results list.

	Click here to see a description of the search fields that are available. Alternatively, to find all existing oncost groups just click Search without changing any of the default search parameters. Existing oncost groups that match your search criteria are listed in the Results section of the screen.
	In the Results section of the screen, locate the row that corresponds to the invoice message that you want to edit and click the View button at the start of the row where that item is listed. The details of the invoice message are displayed in the Invoice Message Entry screen.
	Change any of the invoice messages attributes as required. For more information, see How to Create an Invoice Message.
	Click Save. Your changes are saved and the Invoice Message Entry screen closes.