Create a Retail Management Fee

In the Create Retail Management Fee panel, you can add a retail management fee. 

Before you begin, ensure you set up the fixed individual fee rate related to the retail management fee using the Variable Expense or Waiver Tier Rule panels and you set up a variable group fee rate related to the retail management fee using the Variable Group Rate Fee panels.

To create a retail management fee:

  1. In Accounting Center, in the left navigation pane, click Setup > Expense > Retail Management Fee > Create Retail Management Fee.
    You see the Create Retail Management Fee panel.

  2. Complete the options on the Create Retail Management Fee panel.
    You use the Tier ID value to identify the fixed individual fee rate that you set up as a variable expense tier rule, and you use the Group Fee Rate ID field to identify the variable group fee rate related to the retail management fee.

  3. Click Submit.