Use the Periodic Fee window of the Payment Plan Creation form (CBAPLAN) to add fees to be applied periodically to cases associated with the payment plan.

Upon opening, the window also displays any periodic fees added to the plan using the Periodic Fee Maintenance form (CBAPFEE).

To add periodic fees

  1. When you open the Periodic Fee window, the Case ID, Plan Owner, and Plan Number displays at the top of the form. This information is from the record highlighted on CBAPLAN when you open the Periodic Fee window.

  2. Existing periodic fees display. You can update any of the information entered for a periodic fee regardless of whether it was entered using this window or the Periodic Fee Maintenance form (CBAPFEE).

    3. You cannot delete a periodic fee record on this window. If you need to delete a record, you can do so on CBAPFEE.

  3. To enter a new periodic fee:

    1. Enter or select a Detail Code. The Amount defined for the detail code on the Detail Code Rule form (CTRDETC) defaults into the field, but you can change it.

    2. Enter the Day of the Month on which you want the fee to be applied to the case.

    3. Enter a Begin Date and an End Date to define the time period during which the periodic fee is to be applied. All periodic fee records require a begin date, but an end date is optional.

    4. Check the Zero Plan Balance to indicate the periodic fee should be added to the case and pay plan any time a balance is due for the pay plan.

  4. Save. To return to the Payment Plan Creation form (CBAPLAN), select Close Window from the File menu.