Fee Type Map
The Fee Type Map screen allows you to create hierarchical groups of fee types. Fee type maps are used on general ledger reports and financial statements to structure fees.
For information on the steps necessary to create a map, see How to Create a Map.
General
In the General area, enter fee type map information.
| 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. This code is the root node of the map. |
|
Name | Enter a name to describe the document. The name does not have to be unique. |
| Status |
Select the status of the document. |
|
Level Names
In the Level Names area, enter names to describe each level in the map hierarchy.
| Field | Description | |
|---|---|---|
|
Level Number | Enter or select the number of the map level. |
|
Name | Enter or select the name of the level number. |
Map
In the Map area, enter the fee type map structure and then link fee types to map levels.
Map Structure
In the map structure list, define the map hierarchy.
| Field | Description | |
|---|---|---|
|
Name |
Enter a name for the map item. |
|
Manager | Enter or select the manager of the map item. |
| Level Number | Displays the level where the map item exists in the hierarchy. | |
| Level Name | Displays the name of the level. Level names are defined in the Level Names area and are based on the hierarchy level of the item in the list. | |
|
Outliner | Displays the level outliner structure. |
Alternates
In the Alternates split pane area, enter or select alternate managers for the map item selected on the map structure list. If the split pane is not displayed, click the expand
button at the bottom, right corner of the Map area.
Fee Type List
The Fee type list displays a list of all fee types. This list is used to link fee types to a map item. Each fee type can be linked to a single map item that does not have any child map items. Fee types mapped to the structure can be from one or more companies. For more information, see Link Items to the Map Structure.