Assessments/Donations

Type

Select a value from UDC table 43C/AT to identify the type of adjustment.

Standard Assessment/Donation Name

Enter the name that uniquely identifies the standard assessment or donation.

You set up commonly used assessments or donations on the Standard Assessment & Donations form.

Assessment/Donation Description

The system displays the description of the assessment or donation if you enter a value in the Standard Assessment/Donation Name field.

The system stores assessments and donations in the Assessment Donations table (F43C30).

Note: For nonstandard assessments, enter a description in this field only if the assessment or donation applies to this block and has not been set up as a standard assessment or donation. If you enter a description in this field, you must leave the Standard Assessment/Donation Name field blank.

Amount Per and Flat Amount

Enter either a positive amount (no sign) or negative amount (minus sign) to specify whether the system adds or subtracts an amount during settlement.

Assessment/Donation Percent

Enter a number that represents the percentage of the total transaction amount that should apply to the assessment or donation.