You must have security access as defined
on the Security Control form (COASECR) in order to view payment plan information.View and Create Notices of Outstanding Payments (CBAOPAY)
Use the Outstanding Payment Plan Payments form (CBAOPAY) to view payment plans with a past due payment based on date. You can also create overdue notices and service documents for the past due payments.
You must have security access as defined
on the Security Control form (COASECR) in order to view payment plan information.
To view outstanding payments
Enter a From Date to define the beginning of the Due Date Range. Optionally, enter a To Date. You can enter dates earlier or later than the current date, but the To Date must be later than the From Date.
If you enter both a From Date and a To
Date, you'll see payment plans with at least one scheduled payment
record with a balance and a due date that falls between the date range
in the key block. If you enter only a From
Date, you see payment plans that have a payment due on any date
after that. There will not necessarily be an overdue payment.
Optionally, enter a Court Code and Location Code. Note that what you enter here can affect which service document codes are available to you. For more information, click here.
You can leave one or both
of these code fields blank. If you leave both blank, you will see all
records for which you have access as defined on the Security Control form
(COASECR).
Select Next from the Block menu to move to the Plan/Case ID block. The following information displays for payment plans with a payment date falling within the date parameters entered at the top of the form.
Plan Number
Plan Owner ID and Name
Scheduled Pay Amount
Pay Plan Balance. This is the balance due for the entire payment plan.
Case ID. The description displays in the unlabeled field to the right.
Balance. This is the balance due on the payment plan for the individual case.
Separate records display for each case associated with a payment plan. In addition, plans with a payment falling within the date parameters display even if a partial payment has been made on that payment. All payments for a plan display, not just the overdue one. You may have to scroll through payments to find the one that is overdue.
You can create service documents or letters by selecting either Service Doc or Letter. You cannot select both of these options for a single record, but you can select one or the other for different records in a single session.
To create a service document for a case ID and owner ID within a payment plan, select Service Doc. The Service Doc Window option in the navigation frame becomes enabled. Select it to open the Service Document Creation window.
To create an On-Demand Print (ODP) letter for a case ID and owner ID within a payment plan, select Letter. The Letter (CLALMRG) option in the navigation frame becomes enabled. Select it to open the Letter Merge form (CLALMRG).
To view the payment plan fees associated with the highlighted case record, select View Plan Case Fees in the navigation frame.
To view all case fees (not just payment plan fees) associated with the highlighted case record, select View All in the navigation frame.
To perform additional related tasks from the Plan/Case ID block, select the appropriate option in the navigation frame.
The Scheduled Payments block displays the following display-only information for all scheduled payments for the record highlighted in the Plan/Case ID block.
Due Date of the scheduled payment.
Amount Due for the scheduled payment.
Previous Payment Date. This is the date of the most recent payment made for the scheduled payment.
Amount Paid on the scheduled payment.
Balance due for the scheduled payment.
This information pertains to the payment plan so if there are several cases on a payment plan, the same information displays when each case record is highlighted.
When finished, Exit the Outstanding Payment Plan Payments form (CBAOPAY).
