Assess Charge

Charges is the process in TIPWeb-IM allowing you to document a minor issue or minor damage to a specific accession number.  Charges are assessed to usable items available to be issued to another person in the future.  For items requiring the full replacement value of the item, review Change Distribution Status.

The charge follows the life of the accession number.  This allows you to identify when an item received minor damage and if the current individual should be assessed a charge.

Assess a Charge to a Student's Distribution

1. Click on Students, located on the Navigation Bar.

2. Search for the desired student.

3. Click on the student's name.  This opens the Quick Data section at the bottom of the screen.

4. In the Quick Data section, locate the desired accession number.

5. Click on Assess Charge.  The Assess a Charge window opens.

6. Select a Charge Type using the Type drop down menu.

7. Update the charge amount* in the Amount field if necessary.

8. Enter notes regarding the assessed charge in the Notes field.

9. Click on Save.

10. Click on Exit to close the Assess a Charge window.
    

NOTE:

To receive a payment for the charge at the same time you assess a charge, enter the payment amount in the Paid field before clicking Save.

To satisfy the charge without receiving the full charge amount, click in the Satisfied box before clicking Save.

To print a Student Charge Receipt, click on Print before exiting the Assess a Charge window.

Charge Types are created by the district.  Depending on the settings established, you may or may not change the price of a charge type* or view percentages based on the item’s unit price.  

* If the charge amount price displayed is in black text, the charge amount can be changed.  If the charge amount is grayed out, it cannot be edited.