Charge Code Setup

In CloudThrottle you can setup Charge code to serves as a unique identifier for specific transactions or activities, allowing for accurate tracking, reporting, and analysis.

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Ideally, the charge code should align with the budget period to ensure accurate tracking and analysis of expenses or revenue within that timeframe. This alignment facilitates better monitoring of budget utilization and variance analysis. However, clear guidelines and procedures should be established for cases where the charge code covers multiple budget periods or doesn't directly correspond to a specific period.

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‍Create Charge Code:

1. In the CloudThrottle Console, navigate to the "Financial Management" menu.
2. Click on the "Charge Code" menu to navigate to "Charge Code" Page.
3. Click on "Create" Button.
4. Select Account Name, Component (Product), Program.
5. Enter Project, Activity, Charge Start Date, Charge End Date.
6. ~If there is no Project or Activity exist for the Product/Component, enter "000".
7. Click on Create.

Import Charge Code:

1. In the CloudThrottle Console, navigate to the "Finanacial Management" menu
2. Click on the Product to navigate to "Charge Code" Page.
3. Click on "Bulk Import" Button
4. Download the Template, fill all the details and save it on your computer
5. Click on "Choose File to import" button to upload it to CloudThrottle for file validation
6. System will validated the File format, if there is no issue click on "Upload" Button
7. Click on "Validate" button to validate the entered information in the file
8. In case of any errors, CloudThrottle generates error-file. Download error file, validate and fix it before import it again.
9. Click on "Next" Button
10. Click on "Process" button to submit the bulk request

Update Charge Code:

1. In the CloudThrottle Console, navigate to the "Financial Management" menu.
2. Click on the "Charge Code" menu to navigate to "Charge Code" Page.
3. Select "Charge Code" to update
4. Navigate to the "Action" column in the table, click on the "three-dot" icon, and select the "Edit" button.
5. Update the value and click on "Submit" button to save the changes.

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For transparency and accountability, every action within this Module is tracked to monitor changes. Refer to the Important Concept article for more information.

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‍Delete Charge Code:

1. In the CloudThrottle Console, navigate to the "Financial Management" menu.
2. Click on the "Charge Code" menu to navigate to "Charge Code" Page.
3. Select "Charge Code" to update
4. Navigate to the "Action" column in the table, click on the "three-dot" icon, and select the "Delete" button.
5. Confirm the Deletion.

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