The following information describes the fields on the Fee Schedule screen.
Key Fields
These fields set the criteria for the data being entered or reviewed.
Schedule ID:
The Service Fee Schedule ID must be unique. From the drop-down menu, select
the Service Fee Schedule you want to review. When planning your schedule
ID structure, keep in mind ease of recall, what the ID should communicate,
and other factors. You can also create IDs with mixed case. You can sort
the ID and the Name in the Schedule ID drop-down list when you click the
Name and ID headers. Different sort orders are offered for the drop-down
list and will be remembered the next time the service fee schedule is
opened. The sort orders options are made available to ease the SFS task.
For example, a user might remember a service fee schedule name rather
than its ID, sorting the SFS drop-down list by name will make it easier
for you to select the appropriate service fee schedule for a project.
Description:
It gives the description of the SFS created. It is an editable field and
hence users can modify the description of the schedule at any time. The
field size should not exceed 35 characters.
Status:
Select the Service Fee Schedule status from drop-down menu. The options
are Active and Inactive. When you make Service Fee Schedule status Inactive, Web Suite keeps the information
associated with that Service Fee Schedule, but removes it from any drop-down
lists that use SFS. You can make Service Fee Schedule status active again
at any time.
Active SFS Only:
Select this check box to include service fee schedules with only Active status.
Fee Schedule Grid
The grid is your guide to the service items related to SFS. It is a series of rows and columns. Each row is a separate service record. Depending on the selection made in Schedule ID field, details of the specific SFS are displayed in the grid. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of Fee Schedule Details screen.
Click 
to open the Fee Schedule Details screen where you can
edit the line item of the selected SFS.
Click 
against the line item you want
to delete.
Grid details are carried from the Fee Schedule Details screen.
Search Item 
:
Helps you to search for a specific employee or vendor in a quick, robust
way. To refine your search, use any of the listed parameters in the
read only grid, like, Employee ID, Employee Group ID, Expense ID or Expense
Group ID. Click the column headings to search on the basis of the selected
column. Enter the keyword for the search in the textbox and then click
to display the results in the grid.
Help:
Opens the Web Suite Help in the Fee Schedule section.
Print:
Opens the relevant report, which further enables you to print, email or
export it.
Attachments:
Click to open the Attachments screen where you can attach one or more files to the SFS. The text link also displays the number of files being attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin.
Options:
Click this button to see the following fields:
Employee/Activity Filter:
Click to open the Employee or Activity filter screen where you can select employees and activities that should be displayed in the drop-down lists.
Filters On/Off:
Select the option if you want to apply the filter settings for this screen.
Assign:
Click to assign an SFS item to a project.
New SFS:
Enables you to create a new Service Fee Schedule using the new dialog box.
Delete SFS:
Deletes the entire Service Fee Schedule currently viewed on the screen.
New:
Opens the Fee Schedule Details screen enabling you to add a new row or record (for example, Employee or Employee Group) to the schedule.
Close:
Closes the Service Fee Schedule screen and takes you to the home page of
Web Suite.