Customer - Financial - Resource Type Overrides tab

Service Billing Operations > Customers > Financial > Resource Type Overrides tab

The Resource Type Overrides tab in Customers defines customer-specific resource rates by resource type. Customer-specific resource rates have precedence over the standard Billing Rate defined for a resource type.

Actions

• Edit - Edits the resource rate for a selected resource type.

Edit Resource Rates

• Name - The resource type name.
• Description - A resource type description.
• Bill Rate - The standard billing rate.
• Bill Rate Override - The customer-specific billing rate. If zero, the standard billing rate serves as the default billing rate for this customer if this resource type is selected.
• Sales Tax Rate - The customer tax rate.
• Sales Tax Rate Override - The resource-type-specific tax rate. If zero, the customer Sales Tax Rate applies.
• Override Accounting Options - Displays only if Allow Overrides is checked on the Configuration page. If checked, you can override the default external account code and external class name mapped for an item or fee. If Use Classes is not checked on the Configuration page, then only external account codes can be overridden.
  • Default Account Code - The product and service code this item or fee is mapped to in the external accounting package.
  • Default Account Class - The class name this item or fee is mapped to in the external accounting package.