The Scheduler can be used to create billing data for Miscellaneous Items and/or Services. This billing will be used to populate a report which will be sent to another party as an invoice. It could be for any item or service for which you may need to bill another agency or other third party entity. For example, maybe you need to purchase a certain type of equipment on a regular basis, even if the purchase amount varies.
If you have a need to bill for miscellaneous items or services, contact Brittco Tech Support. The list of these items and services is customized per agency, and includes all the data necessary to create a complete billing record, including units (15 minute, hourly, daily), code, rate.
To access the "custom" services (and purchases), select 'Custom Services & Purchases' as the event category on the Scheduler. When this category is selected, an additional dropdown will appear where you would 'Select Item/Service'.
If the service or item purchased has a predetermined code and rate, then make the selection and continue entering the data to complete the event. The code and rate will be displayed in parenthesis, and will be automatically set. If the service or item purchased has a billable rate that might change, an additional field 'Purchases Billing' is used to enter the billing amount. These items will be identified by a rate of 0 and an asterisk at the end of the name.
For Brittco Tech Support: use `customcodesrates` table and be sure to add all services to the `service` table, 'categorynames` table (Cost Centers), and the `eventcategories` table. Be sure to set the 2017-04-01 column in the `services` table. For items that require a billing amount to be entered, use 'Custom Services & Purchases' as the service, and set the unitrate to 0.