Note: The Fee Management feature is a licensed add-on. Contact Naviga Global Support to obtain a password.
Fee Code Setup is used to create activation or printed bill fees for a certain product or multiple products and their related rate codes.
Select Fee Code from the Accounting | Subscription Rates menu to display the Fee Code window.
In the Fee Code section, click Add () to create a new Fee Code and complete the following fields.
FEE CODE
open (20)
Enter a name for the Fee Code (mandatory).
DESCRIPTION
open (30)
Enter a description for this Fee code (optional).
START DATE, END DATE
date
Enter a start date (mandatory) and an end date (optional) for which this Fee Code will be effective.
FEE TYPE
predefined
Select the applicable Fee Type - either Activation (for start transactions) or Printed Bill (for renewal transactions). (mandatory)
APPLY TO
predefined
If Activation is selected as the Fee Type, then select "Non Auto Renew" or "Auto Renew" to which the Fee applies. Or, select "Both".
If Printed Bill is selected as the Fee Type, then select "Invoice" or "Renewal" to which the Fee applies. Or, select "Both".
(mandatory)
Click OK to create the Fee Code.
To add the details to the new Fee Code, select the created Fee Code from the Fee Code table.
Then, in the Fee Code Info section, click Add () and complete the following fields.
PRODUCT
setup
Enter the product that will be affected by this fee (mandatory). Or select "*" to apply all the products.
RATE CODE
setup
Enter the rate code ID that will be affected by this fee (mandatory). Or select "*" to apply all the rate codes. For Printed Bill fees, the rate code must be "*".
START DATE, END DATE
date
Enter a start date (mandatory) and an end date (optional) for which this Fee Code will be effective.
FEE AMOUNT
decimal (8)
Enter a amount to be charged with this Fee Code (the amount must be greater than 0).
RENEWAL DESCRIPTION
open (30)
If transactions with this fee code will print on renewals, enter a description to print on the renewal notice.
WEB DESCRIPTION
open (30)
Enter a description that will be displayed when this Fee Code is selected in iServices.
GL ACCOUNT
setup
Enter the general ledger account number to which charges/credits with this fee code will be applied.
IS TAXABLE?
yes/no
This field determines whether the fees are taxable, and the payment amount includes the Fees Tax Amount.
Click OK to save the Fee Code Info.
Note: There can be no more than one fee for the same product, rate code, and date range. An error message will be displayed if two fees are created for the same product, rate code, and date range.
