How do I create a Freight Charge? (Service)

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An example of how to create a freight charge to be used for Parts Invoices or Service Repair Orders. 

Service > Maintenance > Fees

· The following is an example of how to create a freight charge to be used for Parts Invoices or Service Repair Orders.

1. Click [New] in the Action Ribbon.

2. Input a code in the New Code field.

∟ FREIGHT

3. Click [Create].

4. Click the Fee Type dropdown and select Charge.

5. Input a description in the Description field.

∟ Freight

6. Click the Service RO Fee dropdown and select Yes.

∟ Make selections for the following dropdowns:

a. RO Level (select Ticket)

b. Department (select Service)

c. Paid by (select Customer Pay)

d. Subtotal Per Line (select No)

7. Default On Pay Type (select Customer Pay)

8. Click the Parts Invoice Fee dropdown and select Yes.

9. Click the Fee Type Class dropdown and select Freight.

10. Click the User Override dropdown and select Yes.

11. Input the Account Number and press Enter, or click the magnifying glass to open the Account Number Search window.

12. Within the Account Number Search grid, filter/sort and select the Account Number.

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