To override the result of a service charge cost element calculation

The procedure to override the result of a service charge cost element calculation is as follows:

1. Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
2. 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.
3. Click on Cost Element Results. The Cost Element Results tab is activated, revealing the proposed service charge values in the Cost Element Results summary table, specific to the calculation type in operation.
4. Optionally, where a Model calculation method is in operation, select an alternative model from the corresponding field, in which uplift parameters have been calculated for the elemental components 2.
5. Double-click on the row matching the cost element calculation to be amended. The Calculation Cost Element Results - Details window is displayed.
6. 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.
7. 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.
8. Using the Override reason drop-down field, select a parameter value to qualify the circumstances surrounding the applied override values 4.
9. 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.
10. Click on Save. The amended values are reflected in the Cost Element Results summary table.

Note

1 The Search Calculations field will match against any element of the calculation scenario description.

2 For Manual and Import calculation methods, the proposed service charge values are displayed instantly, using the manually input or imported figures.

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 charge cost element results