How to Add Enquiry Misc Charges

Enquiry Misc Charges are used for entering miscellaneous items (delivery charges, mobilisation fee, expenses etc.) onto the enquiry. This will populate the quotation and will be pulled onto the job when it is created.

Add an Enquiry Misc Charge

1. An Enquiry record must be entered into the system before enquiry misc charges can be added. See How to Create an Enquiry.
2. Select the Enquiry Misc Charges tab, select New Record>Enquiry Misc Charges or hit Insert on your keyboard.
3. Fill in the relevant fields:

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Sort Order	This field will populate with every record added, however the user can amend the sort order if this is to be shown in a specific way on the enquiry
Charge Type	Select the relevant charge type
Include on Quotation (Tickbox)	Check this if the misc charge should be included on the quote
Enquiry Misc Charges (Hdr)
Not Required (Tickbox)	Check this if the misc charge is not required
Description	Text field to contain the description of the misc charge
Requested Qty	Enter a number value
Revenue Rate BC	Enter the revenue rate in billing currency
Start Date Time	Select the relevant date from the calendar (if applicable)
End Date Time	Select the relevant date from the calendar (if applicable)
Notes	Text field to contain additional notes for the misc charge
Business Unit	Defaulted to user’s business unit
Group Company	Defaulted to user’s group company

4. Select the Finance Breakdown tab. This will show the default financial codes for the equipment if set, fill in the fields if system has not populated them:

5. Select the Currency Information tab, this shows the Enquiry Item total in Group Company Currency and System Currency:

You can add multiple lines to the Enquiry Misc Charges dataset, either Select Next or select Close to return to the Enquiries dataset.

6. If Stock, Personnel or Equipment are required on the enquiry, see:

How to Add Enquiry Items and Rates – Stock
How to Add Personnel Requirements and Rates – Enquiry
How to Add Enquiry Items and Rates – Equipment