Charge Components
The organization's catalogue of money lines (unit price, floor rise, PLC, legal charges, tenant benefits, commissions) and the charge groups that section a buyer's cost sheet, each with its GST rate.
Charge Components
Charge components are the money lines everything else is priced with: the unit price, floor rise, PLC, legal and development charges, maintenance and society formation charges on the buyer's side; corpus, rent and shifting benefits paid to society members; charges billed to members; and channel partner commissions. Charge groups are the sections of the buyer's cost sheet, each with a default GST rate. Pricing plans, estimates and termsheets are built from this catalogue.
Where to find it
In the sidebar, open the Masters group and choose Charge Components. Nothing else links here; the pricing plans, estimates and offers that use the catalogue are elsewhere.
You need the View permission on Charge Components to see the page. Without it the page shows "No access" and "You do not have permission to view charge components. Ask your administrator." In the default roles every role except the Site Engineer, Front Desk and Legal & Documentation can view charge components; only the Administrator and the Finance Lead can create, edit or delete them.
What you see
The page header reads "The charges that make up a price: unit price, floor rise, PLC, legal and development charges, maintenance, society formation, tenant benefits and commissions. Each sits in a charge group with its GST rate; pricing plans, estimates and termsheets are built from them."
Charge groups card
"Estimates show their charges by group, each with a sub-total, its GST and a total. The group's default GST applies unless a component or a plan line sets its own."
| Column | What it shows |
|---|---|
| Group | The name, a grey Standard badge on the seeded groups, a red Inactive badge when inactive, and the description underneath. |
| Code | The group's code. |
| Default GST | The default rate, or "not taxable". |
| Components | How many components belong to the group, inactive ones included. |
| Order | The sort order. |
| (unnamed) | The row's icons. |
Groups are listed in sort order. When there are none the card reads "No charge groups yet.".
Every organization starts with four standard groups: Unit Base Price (5%), Project Fixed Charges (PFC) (18%), Project Maintenance Charges (18%) and Society Formation Charges (18%).
Filters and the component grid
- Kind (placeholder "All kinds"): Sale Charge, Tax, Tenant Benefit, Tenant Charge, Commission or Other.
- Charge group (placeholder "All groups"): Ungrouped or one of the groups.
- Show inactive: includes inactive components and groups.
| Column | What it shows |
|---|---|
| Code | The component's code. |
| Name | The name, a red Inactive badge when inactive, and the description underneath. |
| Kind | The kind badge. |
| Group | The group name; "Other charges" for an ungrouped sale, tenant or other charge; "—" for the kinds that are never grouped. |
| GST | "—" for a Tax component; "not taxable" when no rate applies; otherwise the rate that applies, with "group default" underneath when it is inherited from the group. |
| SAC | The SAC code, or "—". |
| Order | The sort order. |
| Actions | The row's icons. |
Components are listed by group order (ungrouped last), then by their own sort order. When nothing matches the grid reads "No charge components". Twenty-one components are seeded, among them Unit Price, Floor Rise, PLC (Preferred Location Charge) and Parking in Unit Base Price, the legal, development, deposit, AC piping and club charges in Project Fixed Charges (PFC), GST (the only Tax component), Corpus Fund, Transit Rent and Shifting Charges (tenant benefits), the differential area, legal and other tenant charges, and Channel Partner Commission.
The component panel
Titled New charge component or Edit <name>.
- Name (required, at most 100 characters; placeholder "Base rate"): "Name is required".
- Code (read-only). For a new component it is worked out from the name as you type ("Set automatically from the name (a number is added if it is already in use); used in reports and integrations."). For an existing one: "Fixed once created; plans, estimates and ledger mappings refer to it."
- Kind (default Sale Charge; "Choose a kind"), with a hint per kind: Sale Charge "Priced on estimates and collected from buyers (base rate, PLC, parking…)."; Tax "Applied on top of the sale charges (GST); excluded from the subtotal."; Tenant Benefit "Paid to society members under a redevelopment offer (corpus, rent…)."; Tenant Charge "Billed to society members under a redevelopment offer (differential area, legal fees…); GST goes on as a Tax line."; Commission "Payable to channel partners."; Other "Anything else."
- Charge group (placeholder "Other charges (ungrouped)"): active groups, plus the current one. Enabled only for Sale Charge, Tenant Charge and Other (hint "The section of the estimate this charge sits in."); otherwise "Only sale, tenant and other charges are grouped."
- GST rate (%, 0 to 100, at most 2 decimal places). Disabled for Tax ("A Tax component is itself the tax; leave blank."). With a group: "Blank = the group's default (<rate or not taxable>); a plan line can still set its own." Without: "Blank = not taxable unless the plan line sets a rate."
- Description (optional).
- SAC code (hint "GST service code, optional"; at most 10 characters).
- Sort order (whole number, 0 or more; hint "Order on plans and estimates"). A new component is offered the highest visible order plus 10.
- Active: "Inactive components stay on existing plans but are not offered for new ones."
The group panel
Titled New charge group or Edit <name>. A standard group shows "A standard group: rename it or change its default GST rate; it cannot be deleted."
- Name (required, at most 100 characters; placeholder "Project fixed charges").
- Code (read-only; worked out from the name for a new group).
- Description (hint "Optional; shown to the pricing team.").
- Default GST (%, 18 by default on a new group; hint "Applies to the group's components unless a component or plan line sets its own rate. Blank = not taxable.").
- Sort order (hint "Order of the groups on estimates"). A new group is offered the highest order plus 10.
- Active: "Inactive groups keep their components but are not offered for new ones."
What you can do
New component
Opens the component panel empty.
- Who: anyone with the Create permission on Charge Components. The button isn't shown otherwise.
Add component
Saves the component and shows "<name>" added. The code is derived from the name; when that code is already in use a number is appended.
- Who: anyone with the Create permission on Charge Components.
- What can go wrong: "That item could not be found." in the form's error banner when the chosen group was deleted meanwhile; close the panel and pick again.
Edit / View (component)
The pencil icon (tooltip "Edit <name>") opens the component. If you hold only the View permission the icon is an eye (tooltip "View <name>"); the form still opens editable, but saving answers "You do not have permission to do that."
- Who: anyone who can see the page.
Save changes (component)
Saves the fields you changed and shows "<name>" updated. The code never changes.
- Who: anyone with the Edit permission on Charge Components.
- When it is greyed out: until you change something. No hover reason is shown.
Delete (component)
The trash icon (tooltip "Delete <name>") asks "Delete charge component?": "<name> (<code>) will be removed. Components used on a pricing plan, estimate or termsheet cannot be deleted; deactivate them instead." Confirm with Delete. On success a message reads "<name>" deleted.
- Who: anyone with the Delete permission on Charge Components. The icon isn't shown otherwise.
- What can go wrong: "That conflicts with existing data." when a plan, estimate or offer line uses the component. Untick Active instead.
New group
Opens the group panel empty.
- Who: anyone with the Create permission on Charge Components. The button isn't shown otherwise.
Add group
Saves the group and shows "<name>" added.
- Who: anyone with the Create permission on Charge Components.
- What can go wrong: "This code is already in use." when another group's code matches the one derived from the name; choose a different name.
Edit / View (group)
The pencil (tooltip "Edit <name>") or eye (tooltip "View <name>") icon opens the group; as with components, a viewer's save answers "You do not have permission to do that."
Save changes (group)
Saves the fields you changed and shows "<name>" updated.
- Who: anyone with the Edit permission on Charge Components.
- When it is greyed out: until you change something. No hover reason is shown.
Delete (group)
The trash icon (tooltip "Delete <name>") asks "Delete charge group?": "<name> (<code>) will be removed. A group with components cannot be deleted; move them to another group first." Confirm with Delete.
- Who: anyone with the Delete permission on Charge Components.
- When it is hidden: on the four standard groups. If a delete reaches the server anyway it answers "Seeded groups cannot be deleted; deactivate them".
- What can go wrong: "The group still holds ledgers or sub-groups; move them first." means components still belong to the group (the wording is borrowed from the chart of accounts); move them to another group, then delete.
Statuses
Components and groups are Active or Inactive. Standard (seeded) groups also carry the Standard badge.
Things to know
- Only Sale Charge components can be priced on a plan or estimate. Tenant benefits and tenant charges are used on member offers, commissions on commission records. The kind decides where a component may appear.
- GST is worked out per line, never added as a line. The rate that applies to a component is, in order: a rate set on the plan line, the component's own rate, the group's default; if none is set the line is not taxable. For example, PLC in Unit Base Price with no rate of its own is taxed at the group's 5%; the seeded deposits component in Project Fixed Charges (PFC) has its own 0% and stays untaxed although the group says 18%.
- Codes are derived from the name and never change. Plans, estimates, offers and the ledger mappings under Component mappings refer to the code, so renaming a component keeps its code.
- Deactivate rather than delete. A component on any plan, estimate or termsheet line can't be deleted; an inactive one stays on existing plans and disappears from the pickers for new ones.
- The seeded GST and Unit Price components are not protected. Bookings need an active Tax component to schedule the GST rows ("No active Tax charge component (GST) exists to schedule the GST rows"), so do not deactivate or delete GST; keep Unit Price too.
- Changing a component's kind is allowed even when it is in use, and nothing warns; the group is kept although the field is disabled for the new kind. Think twice before changing the kind of a seeded component.
- Map components to ledgers before money moves. Demands and receipts post through the ledger each component is mapped to, under Accounting.
- The group filter looks at the loaded rows, so a group whose components are all inactive looks empty until you tick Show inactive.
- Changes are recorded and can be read in Settings > Audit log under the Organization-wide component; there is no History button on this screen.
Related
Related
- Unit PricingScreen
Keep the project's pricing plans, one per unit type: the sale charges by charge group with GST per line, how each charge group is collected, and a preview of the price and payment schedule on a real unit.
- Tenant BenefitsScreen
Keep ready-made benefit plans (corpus, transit rent, shifting…) that a rehab officer applies to an allottee's offer in one go.
- Component mappingsScreen
Which ledger each charge component posts to in the chosen set of books (a main ledger, an optional second tax ledger, an optional cost centre and, for sale and tenant charges, the revenue treatment and contract liability ledger), and the action to copy template additions into the books.
- Organization templates (Chart templates)Screen
Your organization's master chart of accounts, from which every new set of books is copied: group templates, ledger templates and the default ledger per charge component.
- EstimateScreen
One estimate version: its charges by group, payment plan, approvals, unit and parking hold and validity, with the lifecycle actions to send, finalize, request approval, approve or reject, extend, cancel, version and book.
- Audit logScreen
The organization-wide change log: every create, change and delete, every sign-in (including refused ones), sign-out and downloaded file, with who did it, when, from where and what changed.
- Configure charge groups and componentsHow-to
Review the standard charge groups and their default GST, add a group of your own, and add or retire the charge components (sale charges, tenant benefits, tenant charges, commissions) that pricing plans, estimates and offers are built from.
- Charge group cannot be deleted or recoded: seeded, or still holding componentsTroubleshooting
The four standard charge groups your organization starts with keep their code and are deactivated rather than deleted; any other group is deleted only once its components have moved to another group; a component still in use is deactivated, not deleted.
- Charge components and their kindsConcept
The catalogue of money lines the business uses (unit price, floor rise, PLC, legal charges, corpus, transit rent, commission …), the six kinds that decide where a component may appear, the fixed code each carries, and how charge groups and per-line GST turn them into a price.
- Charge groups and per-line GSTConcept
A charge group is a section of the cost sheet with a default GST rate; every charge line carries its own GST, worked out from the estimate override, the plan line, the component or the group, in that order.
- Sidebar, top bar and notifications bellScreen
The frame around every page once you are signed in: the sidebar with its groups, the top bar with the notifications bell, the light and dark switch and your account menu, and the banners that ask you to act.