Enter Case/Party Fees (CBAACCD)

Overview

Fields

Use the Case/Party Account Detail form (CBAACCD) to enter accounts receivable fees associated with a case or with a party within a case. You can also use this form to associate fees with an existing payment plan. More Information.

Multi-Location Accounting Considerations

To enter case/party fees

1. Open the Case/Party Account Detail form (CBAACCD).

2. Enter or search for a Case ID.

3. Enter or search for a Party ID.

4. To tailor the list of fees associated with the case/party, you can select All Case Fees. The resulting list varies based on the following criteria:

	All Case Fees Checked	All Case Fees Unchecked
Party ID	All fees for the Party ID and case fees not related to a party	Only fees for the entered Party ID
No Party ID	All fees for the entered Case ID	Only case fees not related to a party

5. From the Block menu, select Next.

• For new entries, you can work with Priority, Quantity, Docket Code, Violation Code, Plan, Detail, and Amount. The remaining fields contain display-only information.

• For existing entries, the information is view-only; you cannot make any changes.

6. Enter the Priority to define which fee receives payment when the payment isn't enough to cover all fees. If you leave this blank, the default is the priority associated with the detail code.

7. Enter a Quantity if one is associated with the fee. For example, you might enter the number of copies for a document copying charge.

The Quantity field multiplies only default fees defined on the Detail Code Rules form (CTRDETC); manually entered fees are not multiplied by this number. If you enter a Quantity but change it before saving, the Amount changes automatically for defaulted fees. For example, if you enter 1 for Quantity and $10.00 for Amount, but change Quantity to 2 before saving, the system changes the Amount to $20.00. Keep this in mind and make any necessary changes before saving your entries.

8. Enter or select a Docket Code to associate a new fee with a docket.

A docket entry can affect case or party status. More Information
 

If the current docket is sealed and you are not permitted to view sealed dockets, you see *SEAL or ***SEALED DOCKET*** in place of the actual docket information. More Information

9. Enter or select a Violation Code to associate a new fee with a violation. The Description displays to the right. The Violation Code List includes only violations on the case.

Violations can have minimum and maximum allowable fine amounts set for them. If you enter a violation code, then enter an amount that causes the total for the violation (both assessed fees and case fees)  to fall outside the minimum/maximum range, you receive an alert. However, the system does not stop you from entering the amount.

10. Enter the Detail code or select one from the list.

If your system was set up to use a default amount for the selected detail code, that amount appears automatically. You can change it if you need to.
 

11. Enter or change the fee Amount. If you are changing an existing fee amount, you are prompted for a password and Reason code.

Detail codes can be defined on the Detail Code Rules form (CTRDETC) as representing fees (either assessed or applied) that are ineligible for decrease below the original amount until all other fees associated with a violation have been adjusted to zero. However, you can adjust the fee up from its original amount, then adjust it down as far as its original amount without adjusting the other fees to zero. For more information about control and rule forms, see the ACS Contexte Setup Manual.

12. The system maintains the Balance, reflecting the amount owed on each item.

13. Save. When finished, Exit the Case/Party Account Detail form (CBAACCD).

Additional Options

From this form, several options in the navigation frame become available as you work with different information.

• Receipt is available when a selected fee appears on more than one receipt.

• Recipient (Payment Recipients CBARECP) is available for an existing fee for which a recipient has already been defined and lets you view information about existing recipients.

• Pmt Plan Qry (CBIPLAN) is available for an existing fee that is already associated with a payment and lets you view information about existing plans.

• Receipt Info (CBARCPT) is available when a selected fee is associated with one receipt.

• Uniform Bail/Penalty Schedule Inquiry (CBIUBPS) lets you view both assessed and assigned fees for the case and/or party ID. You can also view any adjustments that have been made.

• Pmt Entry (CBAPAYM) lets you work with payment information.

• Transfer Fee lets you transfer a fee to a different fee for the same court and location or to a different court and location. You can transfer fees for which payments have already been made, as well as unpaid fees.

Before running a general ledger feed, you can transfer only fees with detail codes defined as using the cash accounting method. Otherwise, the Transfer Fee option is disabled. However, after a feed has been run, fees with a detail code marked Accrual can be transferred. When this occurs, the system creates any necessary journal entries to adjust the money in the general ledger accounts. For more information, see the explanation of the Detail Code Rules form (CTRDETC) in the ACS Contexte Setup Manual."

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