Create, modify, and delete charge processes

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete charge processes

While working in Order Entry, you should use different charge processes depending on whether you are charging the customer for material, labor, or both. The charge processes, standard charges, and applicable costs are defined in Charge Process Maintenance.

Note:

While working on quotes and orders in the Order Entry module, you can only change the price per item, not the type or description. This means that you can enter the base costs in the Charge Processes dialog box and change them according to your needs.

  1. Click the Maintenance ribbon tab.
  2. In the menu, select Order Entry > Charge Process Maintenance.

  3. In the Charge Processes dialog box, do any of the following:

    To

    Do this

    Add a new charge process

    1. Click New.

    2. In the Type list, select a suitable option.

      The options are Material, Labor, and Miscellaneous. Use the Miscellaneous option when the charge applies to both material and labor.

    3. In the Description field, type a description for the charge process.

      For example, if the Type is Labor, the description can be Cutting or Welding.

      The description will appear in the Process column in Order Entry.

    4. In the Cost field, type the price per item.

    5. Click Add to save the new charge process and add it to the list.

    Modify a charge process

    1. Select a charge process in the list.

    2. Modify the type, description, and cost according to your needs.

    3. Click Edit to save the changes.

    Delete a charge process

    1. Select a charge process in the list.

    2. Click Delete.

    3. To permanently delete the charge process, click Yesin the confirmation dialog box.

  4. To close the dialog box, click the Close button (X) in the upper-right corner.
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