The Financial History page displays the pay plan's historical financial transactions. Open and navigate to the History tab to view this information.
Description of Page
Pay Plan information and Pay Plan ID are displayed on each page. These values only appear after the pay plan is created. The Pay Plan ID is a system assigned random number that stays with the obligation for life. The Pay Plan information is a concatenation of important details about the obligation and its account.
The Account ID identifies who is financially responsible for the obligation.
The grid shows the pay plan's financial history in reverse chronological order. The financial transactions included here are only ones that directly affect the balance of the pay plan obligation, such as fees. The following fields are displayed:
The Effective Date is used to compute how many days old the debt is.
Financial Transaction Type displays the type of financial transaction except for adjustments. For adjustments, the adjustment type's description is shown.
Current Amount is the effect of the financial transaction on the obligation's current balance.
Current Balance is the amount owed by the taxpayer at the time of the transaction.
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.