Adding, editing, and deleting charge types

Setting up charge types > Adding, editing, and deleting charge types

The following table describes how to perform tasks on the Enter/Edit Charge Types window. See Charge type field descriptions for information on the fields in the window.

If you want to . . .	. . . You must do this:
Create a new charge type	To add a charge type to the end of the list, click Add. To insert a charge type above one that you have selected, click Insert. Notes: When you save, the system will re-sort the charge type list alphanumerically according to entries in the Description fields. For more information on adding charge types, see Troubleshooting tips.
Save your entries	Click the Save button.
Search for a charge type	Use the search field in the lower right of the window.
Delete a charge type	Position the cursor in any field in the charge type record to be deleted. Then click the Delete button. Notes: The system will ask you whether it should continue with the deletion. Select Yes or No. You cannot delete charge types that are system codes, or that have been used in rates or on orders. For more information on deleting charge types, see Troubleshooting tips.
Remove a charge type from the drop-down list in Charge Type fields	Select the Retired check box. For more information on retiring charge types, see Troubleshooting tips.
Sort alphanumerically by Description	Select the Desc radio button in the Sort area at the bottom of the window.
Sort alphanumerically by Item Code	Select the Code radio button in the Sort area at the bottom of the window.
Sort alphanumerically by Basis	Select the Basis radio button in the Sort area at the bottom of the window.
Sort the list of charge types so that system codes are listed first	Select the System radio button in the Sort area at the bottom of the window.
Exit the Enter/Edit Charge Types window	Click the Close button, or press ALT+F4. Note: If you have not saved your entries, the system will prompt you to do so before you exit.