To create a new service charge calculation model

The procedure to create a new service charge calculation model is as follows:

Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
Expand a calculation type subheading from within the nested calendar period and select an associated calculation scenario, or enter its name into the Search Calculations field. By default the list is filtered to show All calculation scenarios. An alternative filter can be applied using the Select view drop-down field: In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts 1.
Click on Models 2. The Models tab is activated.
Click on New Model. The Calculation Model Details window is displayed.
Enter the Model name into the field provided 3.
Optionally, to ascribe the details of an existing model, activate the Clone existing model tick box provided and select the source model using the corresponding Model to clone drop-down field 4.
Click on Save. The service charge elements included within the calculation scenario are displayed in the Model Details summary table and the status is set to Requires calculation.

Note

1 The Search Calculations field will match against any element of the calculation scenario description.

2 This option applies only to Estimate calculation types operating under a Model calculation method.

3 System validation rules ensure that the description entered for each model is unique for the service charge calculation scenario.

4 Only existing models created for the active calculation scenario are available for selection.

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