Enter Payments and Manually Apply Them to a Case (CBAPAYM)

Use the Manual tab of the Payment Entry form (CBAPAYM) to define how monetary, non-monetary, and debit account payments are applied to cases as you enter them. You can enter:

full or partial payments;
multiple types of payments on one receipt (for example, a credit card and cash payment); and
payments for multiple cases on one receipt (when the payment type category matches the fees category).

You cannot take overpayments on the Manual tab. Overpayments may be taken only on the Automatic tab

To enter payments and apply them manually

When the Manual tab opens, the Case/Party information block displays the following for the case and/or party entered in the key block:

Whether All Fees display for the case, party, or case and party combination. If necessary, you can change this field setting.
Case ID and Description.
Party ID and Name.
Case Total, (the total owed for all fees displayed for the case).
Whether a payment Plan is set up for the case. This field is display-only.

To enter additional cases and parties for the current receipt:

Select Insert from the Record menu.
Enter or search for the Case ID. The system fills in the Description automatically.
Enter or search for the Party ID. The system fills in the Name automatically.
Select Scroll Up or Scroll Down from the Record menu to select the case you want to work with first.

Select Next from the Block menu. For each fee associated with the current case in the Case/Party Information block, the system displays the following:

Pri (Priority), or the sequence in which the fee payment applied to the case.
Qty (Quantity) associated with the fee (for example, the number of copies for a document copying charge).
Viol/Doct (Violation/Docket) associated with the fee. To see the description of the violation or docket, select VIO/Docket Desc in the navigation frame.

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 actual docket information. More Information

Citation # (Number) associated with the violation.
Cat (Category) associated with the fee.
Fee Description.
Balance owed on the fee.

You can use the View All option in the navigation frame to view all the fees in a larger separate window.

Enter the Pay (Payment) Amount you want to apply to each fee on the current case.
Select Next from the Block menu to move to the Payment Information block. The Balance Due field shows the total outstanding balance for all cases in the Case/Party Information block.
Enter the Pay (Payment) Type or select one from the list. The system automatically displays the payment category and description. You can change or add description text.

ACS Contexte automatically assigns the payment to fees within the same category as the payment type, as defined on the Detail Code Rules form (CTRDETC). For more about CTRDETC, see the ACS Contexte Setup Manual.

In the Amount field, the system automatically displays the sum of the Pay Amount field entries in the Fee Information block. Enter another payment Amount if necessary, without a dollar sign. If you enter an amount without a decimal point (for example, 100 rather than 100.00), the system adds the decimal for you.

The Amount to Collect field shows the payment amount left to enter for the current receipt based on the fee amounts entered in the Fee Information block. You cannot save until Amount to Collect displays 0, indicating that your payment total covers the fee amounts you've specified for payment.

If the payment is for a debit account:

Enter the Debit Acct or select it from the list. The system displays the account description and account status.
Enter or search for the Auth (Authorized) user ID to work with the debit account. The system displays the user's name.

To enter another payment for this receipt, select Next from the Record menu and return to step 6.
To apply payments to another case on this receipt, select the desired case in the Case/Party Information block and repeat steps 3 through 9.
Save. The system performs the following actions.

If set up to do so, automatically generates a docket entry for the payment. This can affect case status. More Information
If set up to do so, automatically prints a receipt. More Information.
Distributes the payment to the specified fees and updates the Balance field in the Fee Information block for those fees.
Updates the Balance Due field to show the new total for all cases in the Case/Party Information block.

To print a receipt manually, select View Receipt in the navigation frame.

To perform additional tasks or view additional information, select the appropriate option in the navigation frame.
When you finish, Exit the form.