The form header allows you to enter attributes common to all maintenance charge lines. 

• Payment type: Flat rate, Provision, Reimbursement, Directly.
• Flat rate per m2: Available only if the payment type is “Flat rate”.
• Payment term: Payment term for maintenance charges.
• Revision index: Index used to revise maintenance charges.
• Initial revision index: Initial value of the index used to calculate the revision of maintenance charges.
  Revised amount = Initial amount × (Index according to the rule / Initial revision index)
• Revision rule: Value of the index for the month (M1 January, M2 February, etc.) used to calculate the revision of maintenance charges.
  Revised amount = Initial amount × (Index according to the rule / Initial revision index)
• Budget: Budget for allocating maintenance charges. Provided for information only.
• VAT: VAT rate. Provided for information only.
• Accounting code: Accounting code associated with the charges. Provided for information only.
• Revision mode: Defines whether the revision is performed manually or automatically (when the automatic mode is selected, the automatic process FMJOBREVISION must be activated to enable automatic execution of revisions).
• Periodicity: Frequency at which the revision is applied (for example: 1 year).
• Next revision date: Date when the next revision is scheduled. This field is automatically calculated based on the revision periodicity.
• Last revision date: Date when the last revision of the charges was performed. This field is automatically updated and read-only.
• 1st revision date: Date of the first revision of the charges. This field is automatically updated and read-only.

List of maintenance charges

You can add one or more maintenance charges. For each line added in the table, the information to be provided is as follows:

• Code (mandatory): Code of the maintenance charge line.
• Label: Label of the maintenance charge line.
• To invoice: Checkbox if this maintenance charge line must be included in the billing. When checking this box, the other cells of the line become accessible.
• Periodicity (mandatory): Billing periodicity.
• Payment term (mandatory): Payment term. Automatically populated if entered in the header. You may modify it if needed.
• Budget: Budget allocation. Automatically populated if entered in the header. You may modify it if needed.
• Initial amount: Initial amount of the maintenance charge line before revision.
  Revised amount = Initial amount × (Index according to the rule / Initial revision index)
• Revised amount: Current or revised amount of the maintenance charge line.
  Revised amount = Initial amount × (Index according to the rule / Initial revision index)
• Recoverable: Checkbox if this maintenance charge is “Recoverable”. Provided for information only.
• 1st invoice (mandatory): Generation date of the first invoice. It is initialized with the contract effective date and becomes read-only after the first invoice is generated.
• Start of next invoice (mandatory): Start date of the next billing period. It is recalculated automatically after each invoice generation, based on the previous end date and the defined billing periodicity.
• End of next invoice (mandatory): End date of the next billing period. Automatically calculated based on the start date of the next invoice and the defined billing periodicity.