Create a Service Document (CBAOPAY)

Use the Service Document Creation window of the Outstanding Payment Plan Payments form (CBAOPAY) to create service documents for cases that are part of a payment plan with a past due payment. Documents and dockets created here will apply to all records for which you select the Service Doc check box (on CBAOPAY)within a session.

1. Enter or select a Document Code. The Description displays automatically.

The document codes displayed on the list vary depending on the court and location parameters entered at the top of CBAOPAY. Click here for more information.

2. Optionally, enter or select a Docket Code. The Description displays automatically.

If rules have been defined associating the docket code with case status or party status codes, case status and party status will be automatically updated.

3. Save. When you save, the following activities occur.

• Service document records are created and available for printing from the Service Document Request Maintenance form (CCADREQ) or the Service Document Approval Maintenance form (CCADAPP).

• The case ID and plan owner ID are associated with the service document.

• The next sequential document ID is assigned using rules established on the Service Document Numbering Rule Maintenance form (CTRDNUM). For more about CTRDNUM, see the ACS Extended Case Information Setup and Reports Manual.

• The address associated with the plan owner ID is defaulted into the service document.

• The judge ID associated with the case is defaulted into the service document record. If there is more than one active judge associated with the case, the system selects the first one.

4. When finished creating a service document, select Close Window from the File menu to return to the Outstanding Payment Plan Payments form (CBAOPAY).