Record service cost details

The default cost for a service is used to compute service payments amounts, unless an agreement with the resource establishes a different standard of compensation.

You can edit current or future-dated service cost records. The system alerts you when you enter a cost record that is an adjustment to an existing cost record and sends a notification to the services administrator.

Follow these steps to record service cost details.

1. From the Home screen, click the Financial tab. The Service Search Criteria screen appears.

2. Filter the service search results by using any combination of these options:
   
   Group
   Service Category
   Service Type
   Sort Result By   

3. Click Search. The matching services appear in the results list.

4. Click the select link for a service you want to update. The Services Details screen appears.

5. Click Add Service Cost. The Service Cost Details screen appears.

6. Enter the service cost details into the following fields:
   
   Effective Date
   Unit of Measure
   Base Rate   

7. (Optional) Enter new cost records, including add-on amounts and other parameters. NOTE: The Add Cost Factors button is disabled for unpaid services.

   a.	Click Add Cost Factors. The Cost Factors Details screen appears.
   b.	Enter the minimum and maximum age for the cost factor.
   c.	Enter an amount in the Add On box.
   d.	Click Calculate.
   e.	Click Save. You are returned to the Service Cost Details screen.

    

8. (Optional) Record and update fund sources.

   a.	Click the Maintain Fund Sources link. The Fund Source Details screen appears.
   b.	Select Yes or No for the Apply standard percentages to excess box. NOTE: Apply standard percentages to excess is used in payment processing when funding is being determined for any payment request where the amount of the payment exceeds the amount set on the standard cost.
   c.	Select a fund source from the Fund Source list.
   d.	Click Add Fund Source. The new fund source displays in the list on this screen.
   e.	Enter the % and $ for fund source.
   f.	Click Save. You are returned to the Service Cost Details screen.

9. Click Save. You are returned to the Services Details screen.

See also:

Record a service and service costs

Record a service authorization

Record a service contract for a resource