To add an administration rule to a service charge template

Once the core attributes of a service charge template have been defined, the end user is free to assign one or more administration rules to automatically calculate those fees levied to cover the cost of managing the service charge itself. In each instance, the specific fee is calculated based on the total service charge applicable, which in turn is derived from the inherent cost elements.

The procedure to add an administration rule to a service charge template is as follows:

1. Navigate to Quick Menu > Service Charges > Configuration > Service Charge Templates. The Service Charge Templates window is displayed.
2. Select a service charge template from the alphabetical list or type its name into the Search Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
3. Click on New Admin Rule. The Template Admin Rule window is displayed.
4. Using the Admin rule drop-down field, select the rule to be applied to cost elements implemented through the service charge template.
5. Using the Rent charge types drop-down field, multi-select all parameter values for which this administration rule is applicable, or choose the All option, as required 2 1.
6. Choose an Effective from date for this service charge template administration rule i.e. the date on which it came into effect 3.
7. Choose an Effective to date if the administration rule is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the rule will be continually valid.
8. Click on Save. The linked administration rule is displayed in the summary table.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Templates field will match against any element of the service charge template description.

2 A rent charge type can only apply to one administration rule within the same effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Service charge template maintenance overview

To create a new service charge template