Plan Fees and Charges

You insert and edit plan fees and charges on a change on the Fees and Charges subtab of the Plans tab of the Changes (SP) application. You also view any fixed amounts that a price schedule applied. You cannot edit fixed amounts added by a price schedule.

View all costs and prices in the View Costs and Prices dialog box.

Note: Your system administrator determines whether you can insert or edit plan fees and charges and, if so, the status at which you can perform these tasks.

To add plan fees and charges:

1. Display the record to which you want to add plan fees and charges.

2. On the Plans tab, click the Fees and Charges subtab.

3. Click New Row to insert a row.

4. Optionally, in the Task field, click Select Value to select a task for the fee or charge.

5. In the Type field, click Select Value to select the type of fee or charge.

6. In the Line Price field, enter the price for this fee or charge. This field is read-only until you enter a value in the Type field.

7. Click Save Record .

See Also

Select Planned Fees and Charges

About Applying Customer Agreements

View Costs and Prices