To view the calculated service charges for asset records

The procedure to view the calculated service charges for asset records 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 Asset Results. The Asset Results tab is activated.
Using the Model and Rent charge type drop-down fields, select the model applicable to the assets and rent charge classification respectively, to filter the desired results subset 2. The proposed service charge values are displayed in the Asset Results summary table, specific to the calculation type in operation 1. Certain fields are worthy of special note and are captured in the table below 3.
Click on Close.

Tip

1 By default, all results are displayed alphabetically, by 'asset address'; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

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

2 For Import and Manual calculation methods, only the selection of a Rent charge type is applicable.

3 A subset of fields are visible by default; additional fields pertinent to the calculation type can be revealed or hidden via the Menu option.

Field	Description	Calculation Type
Asset	The address of the asset included in the calculation scenario.	All calculation types
Base total charge	The current charge for the asset record, including any brought forward balance from the previous period.	Estimate or Adjustment
Proposed basic charge	The proposed estimated or adjusted charge for this period (excluding any brought forward balance), derived through the calculation scenario.	Estimate or Adjustment
Proposed B/F balancing charge	The proposed surplus or deficit balance brought forward from the previous period.	All calculation types
Proposed total charge	The summation of the Proposed basic charge and Proposed B/F balancing charge figures used to calculate the estimated or adjusted results for this period.	Estimate or Adjustment
% Increase	The percentage by which the current total charge has increased as a result of the calculation.	Estimate or Adjustment
Estimated charge	The baseline projection figure used to calculate the final result.	Actual
Total estimated charge	The summation of the B/F balancing charge and Estimated charge figures used to calculate the final result.	Actual
Proposed actual charge	The projected final charge, derived through the calculation scenario, excluding any balance brought forward from the previous period.	Actual
Proposed total actual charge	The projected final charge, derived through the calculation scenario, including any balance brought forward from the previous period.	Actual
Balancing charge to C/F	The final combined charge to be carried forward into a future scenario, applicable only in the instance where an estimated calculation is used as a baseline projection.	Actual

See related topics...

Service charge results management overview

To cascade calculated service charge cost elements to asset records

To modify the calculated service charge cost elements of an asset record

To export the calculated service charges for asset records