To create a charge:
1.Open Product Configuration from the Desktop.
2.Select the Charges tab.
The Charges|Search page appears.
3.Click 'Create New'.
The Charges|Details page appears.
4.Enter the following information in the Charge Details section:
a.Name: Enter a name for the charge.
b.Short Description: Enter a short description for the charge.
c.Description: Enter a description for the charge.
d.Type: Select the type of charge (Commission, Service Charge, Tax).
Once you create a charge, the 'Type' dropdown becomes read-only.
e.Additional Information: Enter the full URL to your webpage or click 
to search for the article that you want to use to provide a link to additional information within Customer Services and online.
f.Pricing Type: Ensure that Priced is selected.
g.Terms and Conditions: Enter the full URL to your webpage or click to search for the article that you want to use to provide a lilnk to the terms and conditions within Customer Services and online.
h.Ticket Template: Optionally, select a ticket template to be used in association with the charge.
i.Add-on Article: Enter the full URL to your webpage or click to search for the article that you want to use to provide a lilk to additional information about Opt-In and Opt-Out charges within Customer Services and online.
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Information This field is not treated the same way as other 'Add-on Article' fields, and does not require any additional configuration to be used. |
j.Policy: Select a charge type policy:
i.Required: The charge is required (Tax)
ii.Opt-In: The charge is not automatically added to the order, but the customer can choose to accept the charge (customers decide that they want Booking Protect).
iii.Opt-Out: The charge is automatically added to the order, but the customer can choose to decline the charge (customers decide that they do not want Booking Protect).
5.Enter the following information in the Charge Behavior section:
a.Display Included and Inside Charges on Invoice: Select how you want to display included and inside charges on invoices:
oDo Not Display: Included and inside charges will not be displayed on invoices.
oAs a Sales Tax: Included and inside charges will be displayed as a sales tax in the totals section, including the label and amount. This is useful for places that require you to disclose all of the taxes/charges to customers.
oAs an Add-On: Included and inside charges will be displayed in the new Add-On section (for single events) and in the Bundles section (for bundled events), including the label, quantity and charge description. The amount is not displayed. This is useful if you want to list things that were included in the price (a beverage or programme).
b.When Part of an Exchange: Select what happens when the charge exists on the original (exchange from) order/admission during an exchange.
oRecalculate: The charge is removed and recalculated based on the new admissions.
oDo Not Recalculate: The charge and the original value remain the same.
oAdditional Exchange Fee: The charge will be added to exchanged admissions as an additional fee. These fees must be added to the price chart as an Additional Ticket fee.
1.Enter the following information in the GL Codes section:
c.GL Code 1: Enter a general ledger code for accounting purposes (General Ledger report).
d.GL Code 2: Enter a general ledger code for accounting purposes (General Ledger Oracle 1 and General Ledger Oracle 2 reports).
e.Receivable GL Code: Enter a receivable general ledger code for accounting purposes (General Ledger report).
f.GL Description[1-2] : Optionally, enter a description of the GL Code (General Ledger report).
6.Select the Cap tab.
The Charges|Cap page appears.
7.Click 'Add Entry'.
A new charge cap row appears.
8.Enter the cap details:
a.Roles: Select the role(s) that you would like to apply the charge cap to.
b.Cap: Enter the number of times that you want the charge to be applied.
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Information If you do not enter a charge cap, it is assumed that the charge will be applied per ticket. |
9.For every charge cap row that you want to add, repeat the process from Step 6.
10.Select the Pricing tab.
The Charges|Pricing page appears.
11.Click 'Add Version'.
12.Enter the charge versions details into the applicable fields of the versions section.
13.To determine the behaviour for the pricing, select the charge(s) from the 'Available Charges' field.
14.Click the '>>' to place the selected charge in the 'Included Charges', 'Inside Charges' or 'Additional Charges' field.
For more information, refer to Types of Charges.
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Information You cannot add pricing to a charge version once the 'Effective Date' has passed. |
15.Click 'Add Entry'.
A new threshold row appears.
16.Enter the individual service charge threshold values for each role.
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Hint To set the same value for all of the roles: 1.Enter the threshold value in the field above the 'Set All' button. 2.Click 'Set All'. |
16.For each additional order threshold you would like to add:
a.Enter a value into the field beside the 'Add Threshold' button.
b.Click 'Add Threshold'.
A new threshold column appears.
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Information You cannot add thresholds to a charge version once the 'Effective Date' has passed. |
17.Click 'Create'.
