Editing Chargeback Activity Records

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

< Previous section  |  Table of Contents  |  Index  |  Next section >

In a work order, chargeback activities provide an itemized list of charges being transferred to a third party. For example, you might have a line for each worker who participated in the job, indicating how much will be charged for each worker. Similarly, you might have a line for each spare part and other materials used in the job.

The charges specified in a chargeback activity record may or may not be the same as the maintenance department's actual costs. For example, a property management company may charge tenants a fixed rate for each worker's time, no matter how much the workers are actually paid. Chargeback activities state the charges, not the actual costs. (Actual costs are given in the Resources section of a work order; for more, see Resources.)

To record chargeback activities, you start in the Chargebacks section of a work order. Use New Chargeback to create a main chargeback record (which identifies who will pay the charges). In the main chargeback record, click New Chargeback Activity in the Chargeback Activity section to create new chargeback activities. The window for editing chargeback activities contains the following:

Entry Date: A read-only field giving the date that this record was created.

Effective Date: The date/time of the charge. For example, if this chargeback is for a part, the date/time on which the part was used. By default, this is set to the current date/time.

User Contact: A read-only field giving your name. This will appear in MainBoss's accounting history to show who made the chargeback.

Chargeback: A read-only field giving the work order, the chargeback, and the billable requestor.

Chargeback Line Category: A classification for this chargeback activity. For more, see Chargeback Categories.

Comments: Any internal comments you want to associate with this chargeback.

This Entry: The cost of this chargeback.

As Corrected: Only used when an existing chargeback activity is being corrected.

From Cost Center, To Cost Center: Read-only fields telling the cost centers involved in this operation. MainBoss creates accounting records indicating the transfer of money from the first cost center to the second. These fields are only visible if your database has an Accounting license key. For more, see Accounting Facilities.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on work orders, see Work Orders. For more on chargebacks, see Chargebacks.

< Previous section  |  Table of Contents  |  Index  |  Next section >