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Sundry Grouping

How to setup Sundry Groupings and assign to Sundry Charges in RMS.

 

Overview

Groupings simplify reporting on multiple related items by a pre-allocated Group Heading.

Groupings provide the ability to bundle similar items together for reporting purposes.

Sundry Groupings can also be setup to use on certain reports in RMS.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Prerequisites

To use Sundry Groupings with Consumption Credit Rate Type Packages, Allow Charge Redirection must be enabled in Accounting Options. Go to Setup > Accounting > Accounting Options > Account Defaults tab and select the Allow Charge Redirection checkbox. Without this setting, the Sundry Grouping field will not appear when configuring a package component.

 

Grouping Setup

In the side menu of RMS, go to Setup > Lookup Tables > Grouping.

  1. Select 'Add'.RMS Grouping lookup table screen listing existing groupings with the Add button highlighted to create a new grouping record.
     
  2. Select the Grouping Type Sundry.
  3. Enter the Grouping Description.
  4. Select 'Save/Exit'.
    RMS Grouping details window showing Grouping Type set to Sundry and a Grouping Description entered, with the Save/Exit button highlighted to save the new sundry grouping.
     

Assign the Grouping

In the side menu of RMS, go to Setup > Accounting > Sundry.

  1. Select 'Edit' on an existing Sundry.
    RMS Sundry setup screen listing existing sundry charges with one sundry highlighted and the Edit option selected to open its details.
     
  2. Select the Grouping.

  3. Select 'Save\Exit'.
    RMS Sundry details window showing fields for the sundry charge, with the Grouping drop-down set to the desired Sundry Grouping and the Save/Exit button highlighted to store the assignment.

     

     

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