Supply chain issues and inflation mean that costs are going up unexpectedly. People are generally okay with an exception charge to cover this. This process will add a miscellaneous charge to contracts. You can add the charge to all contracts or have it based on the number of service calls / type of service call for the contract billing period. We can also consider miles driven for each call. Certain contracts can be excluded.
You specify what miscellaneous charge code to use via Variable W. Variable X lets you specify whether you want to have the charge based off service calls within the contract billing cycle time frame or if you want the charge added to all contracts that fall within the variable settings. If Variable X is set to consider service calls then Variable Y should be set for only the Call Types (leave blank for all) you want considered in this process. If Variable X is set to consider service calls then Variable Z should be set for only the Bill Codes (leave blank for all) on the service calls you want considered in the process. Rescheduled calls and callbacks will
be excluded from this process.
If Variable X is set to consider all contracts regardless of how many service calls were done during the contract billing cycle time frame, then Variable 1 should be set for any Contract Types you want excluded.
If Variable X is set to consider all contracts regardless of how many service calls were done during the contract billing cycle time frame, then Variable 2 should be set for any Contract Bill Codes you want to exclude.
Variable 3 should be set to whether you want a flat charge applied to the contract or if you want the miles on those service calls to be considered. If Variable 3 is set for a flat charge then Variable 4 should be set to Absolute or Percentage. Variable 5 should be set for the amount of the flat charge you want added or the percentage you want added (percentage will be calculated based on the amount of the contract bill). If Variable 3 is set to consider miles then Variable 4 should be set to Absolute and
Variable 5 should be the amount you want to charge per mile.
Variable 6 is the name of the custom property you can set on the contract record to exclude certain contracts from this process if the contract does not fall within any of the other exclusions in the other variables.