OverviewEnter Payments (CBAPAYM)
Use the Payment Entry form (CBAPAYM) to enter payments on cases. In the top part of the form, you enter the appropriate information, then select the appropriate tab based on what you want to do. You can:
enter payments for automatic distribution (Automatic tab)
enter payments and manually apply them (Manual tab)
enter payment plan payments (Payment Plan tab)
enter bond payments (Bond tab)
To enter non-case-related payments, use the
Miscellaneous Fee (CBAMISC)
form.
Multi-Location Accounting Considerations
To enter payments
To enter non-bond payments:
Enter or search for a Receipt ID, the ACS Contexte ID of the person or organization making the payment. (If you don't have the Receipt ID, you can enter the name of the individual making the payment in the field to the right of Receipt ID. The receipt name does not have to be a person or organization defined in the system.)
To associate the payment with a case, enter or search for the desired Case ID. The system fills in the description automatically.
To associate the payment with a party, enter or search for the desired Party ID. The system fills in the name automatically.
For non-bond payments, you can enter
a party ID only if you entered a Case ID in the step above.
If you entered a case ID, enter or select the Docket to record the payment if desired. The system automatically enters any default Docket code defined for payments in the ACS Contexte setup. You can enter another code if necessary. More Information.
If the current docket is sealed and
you are not permitted to view sealed dockets, you will see *SEAL or ***SEALED
DOCKET*** in place of the docket information. More Information
If the entered docket code is associated
with a case status on the Case Status Rule form (CTRCSTS), case status
is automatically updated. For more information about CTRCSTS, see the
ACS Contexte Setup Manual. Use the Case Status Maintenance form
(CDACSTS), available from the navigation frame, to change status manually.
If a payment plan is active for the current case, the system selects Pay Plan, which is a display-only field.
The system selects All Fees by default, which tells the system to display all fees on the Automatic and Manual tabs for the current case, party, or case and party combination. You can deselect this field if necessary. More Information.
Enter additional information in the Receipt Comment field.
Select the desired tab:
To enter bond payments:
You can also enter bonds using the Bond
Acceptance Maintenance form. More Information.
Enter or search for the desired Case ID. Leave this field blank if the case has not yet been initiated. (You can pull up this bond later on the Bond Acceptance Maintenance form (CCABOND) and enter the case ID after it has been initiated.)
Enter or search for the desired Party ID.
Enter a unique Bond ID, or leave the field blank if you have automatic bond ID generation enabled.
If you entered a case ID, enter or select the Docket to record the bond if desired.
If the current docket is sealed and
you are not permitted to view sealed dockets, you will see *SEAL or ***SEALED
DOCKET*** in place of the docket information. More Information
If the entered docket code is associated
with a case status on the Case Status Rule form (CTRCSTS), case status
is automatically updated. For more information about CTRCSTS, see the
ACS Contexte Setup Manual. Use the Case Status Maintenance form (CDACSTS),
available from the navigation frame, to change status manually.
Select Next from the Block menu. The system moves to the Bond tab automatically.
