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Adding Charges to a Service Plan

Follow Steps in Creating a Service Plan For a Tool Model Record. Open the Service Plan.

  1. Select Charges tab.

  2. Click the Add Charge button.

    1. The Additional Charge window appears.

  3. Enter or select a Charge Description for the charge. Note: These Descriptions can be added/edited any time at Administration > Company Lists > Descriptions.

  4. Enter the Qty (quantity), Cost (no units) and Unit of measurement for the charge

  5. Enter Cost Center/Cost Code (Optional)

  6. Enter Service Class (optional-created in Lists).

  7. Click Save to close the Additional Charge window and to populate the Charges tab.

    1. If any Repair Parts have been added to the Model Record, they will appear here. Adjust quantities as appropriate.

  8. If done with the Service Plan Event Detail window go back to the Work Order Detail Tab and click Save to close it.

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