Obligation - Main Information

The Main page contains basic obligation information. Open Menu > Registration > Obligation to maintain this information.

Description of Page

Obligation Info and Obligation ID are displayed on every page. These values only appear after the obligation exists on the database. The ID is a system assigned random number that stays with an obligation for life. The Obligation Info is a concatenation of important details about the obligation and its account.

Obligation Status defines the state of the obligation.

Enter the Account ID that is financially responsible for the obligation. If you change an obligation's Account ID, you are effectively transferring this obligation (and its debt) to the new account.

Indicate the Division and Obligation type. These fields are very important as they control numerous aspects of the obligation's behavior. These fields are gray when the status is not Pending Start.

Fastpath: For more information about what the obligation type controls, refer to Setting Up Obligation Types.

If the account is populated and the obligation type's tax type indicates a tax role is required, enter the Tax Role for this obligation.

If the obligation type indicates that a filing period is required, define the Filing Period for the obligation.

The Start Date defines when the financial relationship begins. The End Date defines when the financial relationship terminates. If the end date is blank, the obligation has not yet been terminated.

Enter an Override Filing Due Date if the taxpayer has requested an extension to the filing due date for this obligation's filing period.

Enter an Override Payment Due Date if the taxpayer has requested an extension to the payment due date for this obligation's filing period.

The Current Amount is the current balance of the obligation.

The Char Location ID is a unique identifier for the location, or physical address. For some obligation types, certain characteristics of the location will be needed in order to properly assess the obligation amount. Other obligation types such as sales tax will require a valid location to which correspondence is sent.
Note: This is only visible if the implementation is configured for legacy addresses.

Your conversion process will fill in Old Account ID for obligations that were converted from your legacy system. The payment upload process uses this field to locate the accounts for payments that reference a legacy account number.

The Pay Plan Autopay flag determines if the pay plan scheduled payments are excluded from automatic payment or included by automatic payment. If the account is not set up for automatic payment for the period that covers the pay plan, this flag cannot be set. This field is only visible if the obligation has a special role of Pay Plan.

The Recommendation Rule displays the description of the pay plan recommendation rule used for this obligation. This field is only visible if the obligation has a special role of Pay Plan.

Expiration Date contains the date at which the obligation is set to expire.

Renewal Date contains the date at which the obligation is to be renewed. Renewal date is disabled if renewal is not allowed on the obligation type.

Note: The following bill related fields are only visible if your implementation has not turned off the BI — Billing (Classic) module. This information is used only for classic billing functionality.

Use Maximum Bill Threshold if you want the system to generate a bill error when a bill segment is produced in batch that exceeds a given value. These bill errors will appear on the standard billing queries and To Do lists. If, after reviewing the high value bill segment, a user truly intends to send the bill out, they should regenerate the bill. The value of Maximum Bill Threshold defaults from the obligation's obligation type. Refer to How To Correct A Bill Segment That's In Error for more information.

If the obligation requires a total amount to bill, the amount is displayed. The label that appears for this field is defined on the obligation type (on the Billing tab). We recommend that the system be set up so that this label is very specific.

This bottom of this page contains a tree that shows the various objects linked to the obligation. You can use this tree to both view high-level information about these objects and to transfer to the respective page in which an object is maintained.

The topics that follow describe miscellaneous features on this page.