Sites Contra Charges
The Contra Charges area allows users to define negative charges that can be applied within Sales Applications to claim, typically used to account for Costs charged by builders, and subsequently deducted from operative payslips.
This section contains a Quick Search feature which targets the Name column.
The Contra Charges list page displays key information for each Contra Charge across multiple columns, as described below:
- Name – Displays the name of each Contra Charge, as entered in the Name field within the Contra Charge Details page.
- Description – Displays the description of each Contra Charge, as entered in the Description field within the Contra Charge Details page.
- Rate – Displays the Rate for each Contra Charge, as entered in the Rate field within the Contra Charge Details page. This is shown as a negative value, as the Contra Charge Rate represents a deductible amount that is claimable within the Sales Application Contra Charges page and is deducted from the Sales Price within the Sales Application Document.
- Deductible – Displays the combined value of all Deductions within the Contra Charge. This is calculated by combining the values recorded in the Contra Charge Deductibles page.
- Total – The Total is calculated by combining the Rate and the Deductible value. The Rate is a negative value, and the Deductible reduces this amount.
- Approved – Displays a checkbox indicating whether the Contra Charge has been approved. The checkbox is selected if the Contra Charge has been approved and deselected if it has not. Approval is managed within the Contra Charge Details page.
Creating Contra Charges
To create a new Contra Charge, the user can enter Edit mode and select the Create Contra Charge button located above the right-hand side of the table.
The system will then navigate the user to a new Contra Charge record, which automatically opens on the Contra Charge Details page.
Contra Charge Details
The Contra Charge Details page contains multiple editable fields used to define the Contra Charge. This page also includes the functionality required to complete the Contra Charge Approval process.
The fields and sections available on this page are described below:
- Plot – The Plot dropdown lists all non-deleted Plots that exist on the selected Site. These will be displayed by their Plot Number and Display Name.
- Name – The Name field is an editable free-text field so the user can enter any name they would like for their Contra Charge.
- Description – The Description field is an editable free-text field so the user can enter and description they would like for their Contra Charge.
- Chargeable Users – This lists all Operatives assigned to the Site for which the Contra Charge is being created for. Standard User Types are excluded, as Contra Charges cannot be applied to them. Users can select one or more Chargeable Users for the Conta Charge. Once the record is saved, the selected users will appear in the Contra Charge Deductibles section.
- Rate – The Rate field accepts any numeric value. This represents a deductible amount that is claimable within the Sales Application Contra Charges page and is deducted from the Sales Price within the Sales Application Document.
To save a Contra Charge record, the user must have entered both a Plot and a Name. If either field is missing, the system will prevent the save and display an error prompting the user to select a Plot and enter a Name.
To approve a Contra Charge, the user must enter Edit mode and select the Mark Approved button located on the right-hand side of the page. A confirmation popup will be displayed; if the user selects Yes, the Contra Charge will be marked as approved. This action is permanent and cannot be undone, and the approval cannot be revoked.
Approved Contra Charges display an Approved Date and Approved Time on the right-hand side of the page, indicating when the approval was completed.
Contra Charge Deductibles
The Contra Charge Deductibles section allows the user to assign deductible values to the selected Chargeable Users.
This section includes a Quick Search feature that targets the Operative column.
The Operatives displayed in the Deductibles table are those selected in the Chargeable Users multi-select within the Contra Charge Details page.
To add a Deductible to an Operative, the user must enter Edit mode, which makes the Value field editable. The user can then enter the desired value for each Chargeable User.
The specified Value for each Operative will be deducted from their payslip when the Contra Charge is claimed through the Sales Application Contra Charges page. The deduction will be visible within the Operative Payment View, Operative Additions & Deductions, and the Payslip Email.