"Charges" are assessed when an item has been damaged and/or as a prerequisite before an item is issued. "Charge Types" are created by the administrator. All charges require the selection of an established "Charge Type." The administrator also determines whether users can adjust the dollar amount required to satisfy a charge. Charges can be either "Unsatisfied" or "Satisfied."

1.  Navigation:
2. Site/Warehouse View
3. Staff Charges

When charges are applied to a staff account it is possible to generate an individual "Charge Receipt" or a "Full Charges Receipt."

View Staff Charge Receipt

The "Staff Charge Receipt" provides, in PDF format, the information regarding the product, the charge type assigned, the status of the charge, any charge notes, and payment history, including who collected the payment and from which campus the payment was collected, for a particular staff member.

1. Click on Staff, located in the top navigation bar.
2. Filter for the respective staff member.
3. Click on the respective staff member’s row. The grid expands displaying the Details, Inventory, Charges, and Attachments tabs.
4. Click on the Charges tab. The "Charges" grid expands.

5. Locate the item where the charge was assessed.
6. Click on Charge Receipt, located in the respective charge's row under the "Actions" column. The receipt launches as a PDF.
7. Click on Close to close the "Charge Receipt" window.

View Full Charge Receipt

The "Full Charge Receipt" provides, in PDF format, information regarding all items issued to the staff member, the charge types assigned, the charge dates, the charge amounts, any charge notes, and payment summary for each charge. The report also provides the total of all charges, total paid, and total amount due.

1. Click on Staff, located in the top navigation bar.
2. Filter for the respective staff member.
3. Click on the respective staff member’s row. The grid expands displaying the Details, Inventory, Charges, and Attachments tabs.
4. Click on the Charges tab. The "Charges" grid expands.
5. Click on Please Select Charge Report drop-down menu, located above the blue grid header.
6. Select Full Charges Receipt under the "--- PDF ---" menu subcategory. The "Full Charge Receipt Settings" window opens.
7. Select Charge Date, Charge Amount, Charge Type, or Product Name from the "Sort By" drop-down menu. Charge Date is selected by default.
8. Select Include Satisfied Charges to include satisfied charges on the receipt.
9. Click on GO. The receipt launches as a PDF.
10. Click on Close to close the "Full Charge Receipt Settings" window.