Fee Type

The Fee Type screen allows you to add and define fee types. Fee types are used in billings to associate invoices with a revenue rule. Revenue rules control how revenue is calculated for tasks. Once submitted and moved to a final state, the fee type code cannot be edited.

General

In the General area, enter information to define the fee type.

Field		Description
	Code	Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
	Name	Enter a name to describe the document. The name does not have to be unique.
	Revenue Rule	Select the revenue rule used to calculate revenue for the Fee Type. Available selections include: Non-chargeable (NC), Lump Sum (LS), Cost Plus (CP), and Cost Plus Max (CPM). This selection cannot be changed once the document has been in a final state.
	Working	Select working if the time associated to the Fee Type (Actual hours, Scheduled hours, Published Hours, etc.) should be considered as worked (as opposed to non-worked.) The working option is enabled only in case of NC Fee Types. For Chargeable fee types it is set on and cannot be overridden.
	Constrain Required	Select if the fee type requires that fees be constrained when used in a bill structure. This is read only if the Revenue Rule is set to Non-chargeable (NC). If the an amount is required, such as Fee Required, Fixed Fee Required, or Contract Cost Required, this option must be selected. It cannot be selected when an amount is not required.
	Fee Required	Select if the fee type requires that fee be defined at the Constrain level when used in a bill structure. This is read only if the Revenue Rule is set to Non-chargeable (NC).
	Fixed Fee Required	Select if the fee type requires that fixed fee be defined at the Constrain level when used in a bill structure. This is read only if the Revenue Rule is set to Non-chargeable (NC).
	Contract Cost Required	Select if the fee type requires that contract cost be defined at the Constrain level when used in a bill structure. This is read only if the Revenue Rule is set to Non-chargeable (NC).
	Status	Select the status of the document.