Charge

Internal ID: charge

Fields

Internal IDTypenlapiSubmitFieldLabelRequiredHelp
amount poscurrency false Amount true The charge amount is shown here. The charge amount is calculated as charge rate multiplied by charge quantity. You can manually override the charge amount.
billingitem select false Billing Item false
billto select false Customer:Project true
chargedate date false Date true
chargetype select false Charge Type true
class select false Class false
createddate datetime false Date Created false
currency select false Currency false The currency of this charge is shown here.
department select false Department false
description text false Description false Enter a description of this charge.
invoice select false Invoice false If the sales order has been billed, the invoice is shown here. Charges that have been billed cannot be edited.
invoiceline text false Invoice Line false
location select false Location false
projecttask select false Project Task false
quantity float false Quantity true The quantity for this charge is shown here. The quantity for a project charge is set to 1.
rate rate false Rate true The rate for this charge is shown here. The charge rates for project charges are determined by charge rules.
rule select false Charge Rule false If this is a project charge, the charge rule used to generate this charge is shown here.
runid text false Charge Run ID false
salesorder select false Sales Order false
salesorderline select false Sales Order Line false
stage select false Charge Stage true Choose the status of this charge: <ul> <li>Ready - a charge must have this status in order to be billed.</li> <li>Hold - a charge is given this status if it needs to be approved before it is billed or otherwise processed.</li> <li>Processed - a charge with this status has been billed.</li></ul>
timerecord select false Time Entry false
use select false Charge Use false This field shows the kind of charge this record represents. Project charges uses include: <ul> <li>Actual - These are charges that can be billed when in the Ready stage.</li> <li>Forecast - These charges represent predicted charge amounts over the entire project's life.</li></ul>

Tabs

NameLabel
historytab System Notes
source Source

Search Joins

Join IDJoin DescriptionActual Join Name
job Job Job
user User Employee

Search Filters

Internal IDTypeLabel
amount currency Amount
billingitem select Billing Item
billto select Customer:Project
chargedate date Date
chargetype select Charge Type
class select Class
createddate date Date Created
currency select Currency
department select Department
externalid select External ID
externalidstring text External ID (Text)
formuladate date Formula (Date)
formulanumeric float Formula (Numeric)
formulatext text Formula (Text)
id integer Charge ID
location select Location
modifieddate date Date Modified
quantity float Quantity
rate currency Rate
rule select Charge Rule
runid text Charge Run ID
salesorder integer Sales Order
stage select Stage
use select Charge Use

Search Columns

Internal IDTypeLabel
amount currency Amount
billingitem select Billing Item
billto select Customer:Project
chargedate date Date
chargetype text Charge Type
class select Class
createddate date Date Created
currency select Currency
department select Department
description text Description
externalid select External ID
formulacurrency currency Formula (Currency)
formuladate date Formula (Date)
formuladatetime datetime Formula (Date/Time)
formulanumeric float Formula (Numeric)
formulapercent percent Formula (Percent)
formulatext text Formula (Text)
id integer Charge ID
location select Location
modifieddate date Date Modified
quantity text Quantity
rate text Rate
rule select Charge Rule
runid text Charge Run ID
salesorder text Sales Order Id
stage text Charge Stage
use text Charge Use