Below the General section is the Charges section. This section lists all of the charge types that can appear in the Add/Edit Person or Add/Edit Organization screens in the Directory database.
If you are upgrading your version of the call reporting system, all of the fields are by default selected. This is so you don’t lose any of the fields that appeared in your previous version.
To work with the Charges section of the Configure Directory Add/Edit screen, perform the following:
If you want the Fixed Charges tab and/or the One Time Charges tab to appear on the Add/Edit Person screen, click the check box next to the name of that charge.
If you want the Fixed Charges tab to appear on the Add/Edit Organization screen, click the check box next to the name of that charge.
If you don’t want a tab to appear, remove the check from the check box next to the charge name.
After making changes, click OK to save them. The OK button is active only after making a change.
If you are upgrading your version of the call reporting system, then the following will apply:
Upon closing, the call reporting system will check to see if you have chosen to hide fields that already have data in them from the previous version. At this point, one of two things will happen:
If none of the fields to be hidden have data in them, the changes are saved and the utility is exited.
If one or more fields were not selected, a dialog box will appear that says, "You have chosen not to display the following fields that may have data in them. Hiding the fields will not delete the information but it will not be visible to users. Do you wish to continue? Yes/No". At this dialog box, perform one of the following:
Click Yes to save the changes and exit the utility
Click No to return to the Configure Directory screen where you choose to have a field appear
Note: In the list of fields below, the defaults apply to a new installation of the product.
The field names that appear in the Charges section appear below:
Include Fixed Charges: Person – Checked by default
Include Fixed Charges: Organization – Checked by default
Include One Time Charges – Checked by default
Include Inventory – Checked by default if present
Note: The Include Inventory field appears only if the optional Facilities Management package was installed.
