Setting Up P&I Control

A P&I Control is created to hold all the rules that work together to calculate automated / ongoing penalty and interest. The P&I control includes a list of P&I Rules that make up the individual calculations.

To set up P&I Control, select Admin Menu > P&I Control .

The topics in this section describe the base-package zones that appear on the P&I Control portal.

P&I Control List

The P&I Control List zone lists every P&I Control. The following functions are available:

Actions

This is a standard actions zone. The Edit, Delete and Duplicate actions are available.

P&I Control

The P&I Control zone contains display-only information about a P&I Control. This zone appears when a P&I Control has been broadcast from the P&I Control List zone or if this portal is opened via a drill down from another page.

Please see the zone's help text for information about this zone's fields.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_PI_CTRL.

P&I Control Obligation Types

This zone lists obligation types currently linked to the broadcast P&I control.

P&I Rules

This zone lists the P&I rules associated with the broadcast P&I control. Click on a P&I rule in the list to view its details in the P&I rule portal.

If the P&I control is in pending status, Edit and Delete actions are available for each P&I rule. In addition you may add another P&I rule using the Add link in the zone's title bar.

P&I Control Log

This is a standard log zone.