The procedure to modify the calculated service charge cost elements of an asset record is as follows:
- Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
- Expand a calculation type subheading from within the nested calendar period and select an associated calculation scenario, or enter its name into the Search Calculations field. By default the list is filtered to show All calculation scenarios. An alternative filter can be applied using the Select view drop-down field: In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts
1.
- Click on Asset Results. The Asset Results tab is activated.
- Using the Model and Rent charge type drop-down fields, select the model applicable to the assets and rent charge classification respectively, to filter the desired results subset 2. The proposed service charge values are displayed in the Asset Results summary table, specific to the calculation type in operation.
- Double-click on the row matching the asset record calculation to be amended. The Calculation Asset - Detailed Results window is displayed, revealing all cost element calculations applicable to the asset in the Asset Cost Element Results summary table.
- Highlight the row matching the cost element calculation to be amended.
- Amend the Proposed basic charge value, as required, using the field provided i.e. the proposed estimated or adjusted charge for the calculation period, excluding any brought forward balance. The Up and Down arrows are available to increment or decrement the value, as required 3.
- Amend the Proposed B/F balancing charge value, as required, using the field provided i.e. the proposed surplus or deficit balance brought forward from the previous calculation period. The Up and Down arrows are available to increment or decrement the value, as required 3.
- Using the Override reason drop-down field, select a parameter value to qualify the circumstances surrounding the applied override values 4.
- Use the Commentary field to add explanatory notes to the calculated service charge entry; the expansion arrow (
) can be employed to increase the size of the text entry field.
- Click on Update Element. The amended values are reflected in the Asset Cost Element Results summary table.
- Repeat steps 6 through 11 to apply further amendments to the cost element calculations for this asset record.
- Click on Save. The combined amendments are reflected in the Asset Results summary table.
Note
1 The Search Calculations field will match against any element of the calculation scenario description.
2 For Import and Manual calculation methods, only the selection of a Rent charge type is applicable.
3 The Proposed total charge and % Increase figures are automatically recalculated to take account of the override values.
4 These custom values can be populated by the end user via the general lookup parameter entitled Service Charge Calculation Results Override Reasons.
See related topics...
Service charge results management overview
To restore the calculated service charges for asset records
To accept the calculated service charges for asset records
To export the calculated service charges for asset records
