Charge plan: dependencies

Create or modify a charge plan before setting it up. In the right pane of the charge plan window, open the Dependencies tab.

 

The Dependencies tab allows you to:

 

Important: You can use dependent charges as master charges except in the following cases:

  • A dependent charge with a sponsor or a discount role cannot be used as a master charge

  • A dependent charge with a commission role can only be master of a dependent charge with a commission role

 

Note: The Dependencies tab is unavailable if your charge plan contains only master charges.

Dependencies tab

Use the table and its icons to assign master charges to dependent charges. Be careful with the order in which the dependencies are listed in the table.

: Click to add a dependency row to the table.

: Click to delete a dependency row from the table.

: Click to move a row up. This changes the priority order of dependencies.

: Click to move a row down. This changes the priority order of dependencies.

The charge: Provides the list of dependent charges customized in the charge plan. From the drop-down list, select a dependent charge.

Depends on: Provides the list of master or dependent charges customized in the charge plan. See the note about restrictions, earlier in this topic. From the drop-down list, select the charge that you want to link to the dependent charge.