The following information describes the fields on the Fee Schedule screen.
Key Fields
These fields set the criteria for the data being entered or reviewed.
Schedule ID:
The Service Fee Schedule ID must be unique. From the drop-down menu, select the Service Fee Schedule you want to review. When planning your schedule ID structure, keep in mind ease of recall, what the ID should communicate, and other factors. You can also create IDs with mixed case. You can sort the ID and the Name in the Schedule ID drop-down list when you click the Name and ID headers. Different sort orders are offered for the drop-down list and will be remembered the next time the service fee schedule is opened. The sort orders options are made available to ease the SFS task. For example, a user might remember a service fee schedule name rather than its ID, sorting the SFS drop-down list by name will make it easier for you to select the appropriate service fee schedule for a project.
Description:
It gives the description of the SFS created. It is an editable field and hence users can modify the description of the schedule at any time. The field size should not exceed 35 characters.
Status:
Select the Service Fee Schedule status from drop-down menu. The options are Active and Inactive. When you make Service Fee Schedule status Inactive, Web Suite keeps the information associated with that Service Fee Schedule, but removes it from any drop-down lists that use SFS. You can make Service Fee Schedule status active again at any time.
Active SFS Only:
Select this check box to include service fee schedules with only Active status.
Click 
to open the More Filters panel. It displays the following filters for selective data viewing.
Employee:
Filters fee schedule based on the Employee ID.
Expense Group ID:
Filters fee schedule based on the Expense Group ID.
Activity:
Filters fee schedule based on the Activity ID.
Activity Group ID:
Filters fee schedule based on the Activity Group ID.
Fee Schedule Grid
The grid is your guide to the service items related to SFS. It is a series of rows and columns. Each row is a separate service record. Depending on the selection made in Schedule ID field, details of the specific SFS are displayed in the grid. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of Fee Schedule Details screen.
Click 
to open the Fee Schedule Details screen where you can edit the line item of the selected SFS.
Click 
against the line item you want to delete.
Grid details are carried from the Fee Schedule Details screen.
Help:
Opens the Web Suite Help in the Fee Schedule section.
Print:
Opens the Fee Schedule report that you can preview and print.
Attachments:
Click to open the Attachments screen where you can attach one or more files to the SFS. The text link also displays the number of files being attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin.
New:
Opens the Fee Schedule Details screen enabling you to add a new row or record (for example, Employee or Employee Group) to the schedule.
Save:
Saves the fee schedule with the newly entered information.
Options:
Click this button to see the following fields:
Employee/Activity Filter:
Click to open the Employee or Activity filter screen where you can select employees and activities that should be displayed in the drop-down lists.
Filters On/Off:
Select the option if you want to apply the filter settings for this screen.
Assign:
Click to assign an SFS item to a project.
Active SFS:
Select this option if you want only active SFS to display in the list.
Delete SFS:
Deletes the entire Service Fee Schedule currently viewed on the screen.
Refresh:
Retrieves the latest data from the database and displays it on the screen.
Close:
Closes the Service Fee Schedule screen and takes you to the home page of Web Suite.