Basic Info |
The Basic Info tab enables you to define fee codes and record data about them.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on fee code ID, attribute (e.g., active, fuel types, weight, age, axle count), and default exception reason ID.
The field in the top section of this tab defines the data that displays.
Fee code ID
Identifier of the fee code currently selected in the grid or that you are defining. Maximum field length is 20 characters. This field has a list box. If the code already exists, its description displays to the right of the ID. Required.
The fields in the bottom section of the tab enable you to record details about the fee code.
Description
Text description of the fee code. Maximum field length is 30 characters. This field is optional.
Active
If this field has a check, the fee code is active.
Higher level group fee
If this field has a check, the fee is a higher level group fee. Group fees have two or more subfees listed under them.
Age-based rules
If a fee is based on the equipment's age, specify a value depreciation ID and the date from which depreciation should be calculated.
Value depreciation ID
Identifier of the value depreciation code. This field has a list box. If the code already exists, its description displays to the right of the ID. This field is optional.
Note: The percentage derived from the value depreciation ID is applied to the fee after the other rules are applied to determine the fee amount.
Value depreciation codes and the percentage applied by year of age are specified on the Data -> Equipment Units -> Setup -> Value Depreciation screen.
Calculate from date
Date from which depreciation should be calculated. This field has a list box:
ORIG REGISTRATION DATE
PURCHASE YEAR
MODEL YEAR
ACTUAL DELIVERY DATE
Required if a value depreciation ID is provided. Otherwise, optional.
Tip: Smog abatement fees in California are based on model year, while value-based fees may be based on purchase year.
The Fee rules screen group enables you to specify the rules associated with the fee code.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Fee amount
Amount of the fixed fee. Maximum field length is 12 characters, with two decimal places. Defaults to 0. May be a negative number. This field is optional.
Tip: If the fee amount is fixed for the given criteria, use this field. If the fee amount is based on a percentage of the equipment value, leave this field as 0.00 and specify a value in the Fee is x % of equip value field. If the fee is also based on age, the percentage determined based on the age is applied to the resulting fee amount, whether that fee amount is fixed or calculated.
Fee is x % of equip value
Percentage of the equipment's value that the fee represents. Maximum field length is 12 characters, with two decimal places. Defaults to 0. This field is optional.
Tip: If the fee amount is based on a percentage of the equipment value, use this field. If the fee amount is fixed for the given criteria, leave this field as 0.00 and specify a value in the Fee amount field. If the fee is also based on age, the percentage determined based on the age is applied to the resulting fee amount, whether that fee amount is fixed or calculated.
Weight - low
Minimum weight of the equipment. Maximum field length is 12 characters. Defaults to 0. Required if there is a check in the Weight field on the More Info tab and the Weight - high field has a value of 0. Otherwise, optional. Must be a positive number if entered.
To specify that a fee applies to all vehicles over 10,000 pounds, for example, you might use a weight-low of 10,001 and a weight-high of 99,999.
Weight - high
Maximum weight of the equipment. Maximum field length is 12 characters. Defaults to 0. Required if there is a check in the Weight field on the More Info tab and the Weight - low field has a value of 0. Otherwise, optional. Must be a positive number if entered.
# of axles
Number of axles on the vehicle. Maximum field length is 12 characters. Defaults to 0. Required if there is a check in the Axle count field on the More Info tab. Otherwise, optional. Must be a positive number if entered.
County ID
Identifier of the county. This field has a list box. Required if there is a check in the County field on the More Info tab. Otherwise, optional.
County IDs are defined on the Data -> Equipment Activity -> Special Fees -> Setup -> Counties screen.
Postal code
Postal code associated with the county. This field has a list box. This field is optional.
Effective date
Date (in MMDDYYYY format) that the fee takes effect. Defaults to the current date. May be in the past or the future. Required if there is data in other fields in the row or if an expiration date is specified. Otherwise, optional.
Expiration date
Date (in MMDDYYYY format) that the fee expires. Defaults to the current date. May be in the past or the future. Optional, but must be greater than or equal to the effective date if entered.
Minimum value
If the fee involves a calculation (such as value-based fees), specify the minimum value for the calculated fee. Value-based fees may have a minimum of $1.00 or $2.00, depending on the state. Optional, but must be a positive number if entered.
Round to nearest whole amount
If this field has a check, the calculated fee is rounded to the nearest whole number.