FINF2840 - Maintain FTCI Advanced Standing Source

Purpose

Use this function to nominate an Advanced Standing Source as a definition of a Fee Type Calendar Instance. This is an optional process.

SubSystem

Finance

Normally Run By Finance Specialist
Anticipated Frequency As required
Structure  Blocks Fee Type Calendar Instance
Fee Type Calendar Instance Advanced Standing Source
Button Back

  

This function provides the ability for the Advanced Standing Source to be optionally used in the definition of a fee type calendar instance.

This enables fees to be assessed for particular Advanced Standing sources, such as RPL. The existing fee type attributes such as Charge Method (Flatrate, PER UNIT, PER HOUR, EFTSL) and Assessment Rates are available to be used in the definition of the fee.

This form is accessed through FINJ2100, via the Fee Type Calendars button (bottom right), then the Adv Standing Source button (bottom right).

 

The Fee Type Calendar Instance block contains:

  • Calendar Type
  • Start Date
  • End Date
  • Fee Type
  • System Fee Type
  • Change Method

The Fee Type Calendar Instance Advanced Standing Source block contains:

  • Advanced Standing Source
  • Description

    Button

    • Back

Rule/Notes:

 

 

To create a new FTCI Advanced Standing Source:
  • Go to FINF2100.
  • Query the fee type.
  • Select Fee Calendar button.
  • Select a Fee Type Calendar Instance.
  • Select the Adv Standing Source button.
  • Add a valid advanced standing source and save.

Rules/Notes:

The advanced standing source must not be closed.

To modify a FTCI Advanced Standing Source:
  • Find the record to be modified.
  • Modify the record as required.
  • Save.
 

To delete a FTCI Advanced Standing Source:

  • Go to FINF2100.
  • Query the fee type.
  • Select Fee Calendar button.
  • Select a Fee Type Calendar Instance.
  • Select the Adv Standing Source button
  • Delete an existing advanced standing source and save.

 

 

 

Last Modified on 10 January, 2005