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adding-items-to-fee-schedules.md

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id title date version lastAuthor mimeType links source wikigdrive
1cOmkqlSjVkfZtpNOOYSyGMM6K3pE26qzEDVZXOeM04M
Adding items to fee schedules
2021-02-17T22:45:32.263Z
22
text/x-markdown
finding-fee-schedules.md
viewing-all-fee-schedules.md
2df6deac680edf3f4e35063b01adf72716ae114f
  1. Find the fee schedule to which to add items or view all fee schedules. Select the name of the one to which to add items. Items already in the fee schedule, if any, appear in the Fee Schedule Items section.

  2. At the right of the Fee Schedule Items area, select the Add Fee Schedule Item button. The Add/Edit Fee Schedule Item window appears.

  3. In the Fee Schedule field, type the name of the fee schedule to which to add the item. The system displays matching fee schedules. Select the appropriate fee schedule. The system displays dates in the Begin Date and End Date fields.

  4. In the Order field, type the name of the order for which to add a fee. The system displays matching orders. Select the appropriate order.

  5. In the Cost Chart field, type the name of the cost chart to associate with this fee. The system displays matching cost charts. Select the appropriate cost chart.

  6. In the Cost field, type the cost of the order in dollars and cents separated by a decimal point.

  7. In the Revenue Chart field, type the name of the revenue chart associated with this fee. The system displays matching revenue charts. Select the appropriate revenue chart.

  8. In the Price field, type the price of the order in dollars and cents separated by a decimal point.

  9. To make the fee item active in the fee schedule, enable the Active check box. To enter the item in the fee schedule but make it inactive (not available to be selected), disable the Active check box.

  10. Select Save. The system adds the item to the fee schedule and it appears in the Fee Schedule Items section.