Edit Additional Fees

Complete the following steps to edit an additional fee:

1. Select Products from the Gotransverse application menu .

2. Click Additional Fees in the left pane.

   

   Additional Fees Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. In the Additional Fees section, click the name of the additional fee to open the Additional Fee Details window.

   

   Additional Fee Details Window

4. On the Additional Fee Details window, click the Edit button to open the Edit Additional Fee window.

5. On the Edit Additional Fee window, enter or edit the required and relevant information:

   

   Edit Additional Fee Window

   Required fields are marked with an asterisk.

   • Name* — The name of the additional fee.

   • Status* — Select a status. The status of the additional fee can only be changed to Active after assessment criteria is defined. Refer to Assessment Criteria.

     • Draft: The additional fee is not usable. Draft additional fees can be deleted.

     • Active: The additional fee can be used. Active additional fees cannot be deleted.

     • Suspended: The additional fee is not usable.

   • Applicability Level* — Select one of the following options:

     • Account: The customer's billing account is assessed for the charge once, regardless of how many instances of the product the customer has purchased.

     • Product: The customer's billing account is assessed the charge once per each instance of the product the customer has purchased.

     • Responsible Account: The responsible account is assessed for the charge once, regardless of how many instances of the product the customers in a responsible account hierarchy have purchased.

   • Description — Additional information about this fee.

   • Fee Type* — Select the kind of calculation this fee requires and whether it is a debit or credit:

     • Charge: Enter an amount in dollars and cents that will be charged per product or per billing account. For example: 1.07 for a fixed charge of $1.07 per Product or per Billing Account as configured.

     • Percentage: Enter the percentage of the product price to calculate the fee per product or per billing account. For example: 5% per product or per billing account as configured.

     Also select one of the following options:

     • Credit radio button: The fee reduces the invoice total.

     • Debit radio button: The fee increases the invoice total.

   • Currency* — Select the currency for this fee.

   • Maximum Fee — The maximum monetary amount that can be charged regardless if it is a charge or a percentage.

   • Fee Category — Select an Additional Fee charge category. These types of charge categories are managed in the Setup application’s Charge Categories module (refer toCharge Categories Module for more information). You can add a new charge category by clicking Add. When finished adding the new charge category, click Finish in the Additional Fee Category window to close it and return to the Edit Additional Fee window. The charge category you just created can be selected.

6. Click Finish to save your changes and close the window.

 

 

 

Topic updated: 03/2024.