16.2 Process to View Fees and Charges

This topic describes the information about View a Fees and Charges.

User can view the list of fees and charges created in the system and search for a particular fees and charge.

To view the list of fees and charges:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Fees and Charges. Under Fees and Charges, click View Fees and Charges.
   The View Fees and Charges screen is displayed.

   Figure 16-2 View Fees and Charges

   
   

   
   Description of "Figure 16-2 View Fees and Charges"

   
   

   For more information on fields, refer to the field description table.

   Table 16-2 View Fees and Charges - Field Description

   Field Name	Description
   Fee Code	Displays the fee and charge code.
   Description	Displays the description of the fee and charge.
   Fee Category	Displays the category of fee and charge.
   Fee Type	Displays the type of fee and charge.
   Authorization Status	Select the authorization status of the fee and charge. The possible values are: Unauthorized Authorized
   Record Status	Select the status of the record. The possible values are: Open Closed

3. On the View Fees and Charges screen, click
   
   
   
   icon.
   The View Fees and Charges - Search screen is displayed.

   Figure 16-3 View Fees and Charges - Search

   
   

   
   Description of "Figure 16-3 View Fees and Charges - Search"

   
   
4. On the View Fees and Charges - Search screen, specify the Search Filter to fetch the required Fees and Charges.

   For more information on fields, refer to the field description table.

   Table 16-3 View Fees and Charges - Search - Field Description

   Field Name	Description
   Fee Code	Indicates the fees and charge code.
   Fee Type	Indicates the type of the fees and charge.
   Fee Category	Indicates the category of the fees and charge.
   Authorization Status	Indicates the authorization status of the communication. The options are: Authorized: Select this option if user want to search for a communication with Authorized status. Unauthorized: Select this option if user want to search for a communication with Unauthorized status.
   Record Status	Indicates the status of the record. The options are: Open: Select this option if user want to search for a communication with Open status. Closed: Select this option if user want to search for a communication with Closed status.

5. Click Search to display the required Fees and Charges.
6. On View Fees and Charges screen, click icon to Unlock, Delete, Authorize or View the created Fees and Charges.
7. Click Unlock to modify the created Fees and Charges.
   The Create Fees and Charges - Modify screen is displayed.

   Figure 16-4 Create Fees and Charges - Modify

   
   

   
   Description of "Figure 16-4 Create Fees and Charges - Modify"

   
   

   For more information on fields, refer to the field description table.

   Table 16-4 Create Fees and Charges - Modify - Field Description

   Field Name	Description
   Code	Indicates the unique identification code of the fees and charge.
   Description	Indicates the description of the fees and charge.
   Type	Select the type of fee to be calculated. The options are:
   Product Processor	Indicates the product processor applicable for the fees and charge.
   Effective Date	Indicates the date from when the fees and charge is effective in the system. Note: The date should be later than or equal to the business date. However, it must be earlier than or equal to the expiry date.
   Expiry Date	Indicates the date till when the fees and charge is effective in the system. Note: The date should be later than or equal to the business date. However, it must be later than or equal to the effective date.
   Fee Category	Indicates the category of the fee to be calculated. The options are:
   Fee Method	Indicates the method used for fee calculation. The options are displayed dynamically depending on the fee category selected:
   Fee Value	Indicates the actual value of Fee that will be calculated and applied.
   Base Amount Field	Indicates the Amount field based on which fee will be calculated. The options are:
   Selection Criteria	This section is used to configure rules for auto calculation of fees and charge by the system. For more information on how to configure rules, see Oracle Banking Common Core User Guide.

8. Click Save to update the modified fields.
9. Click View to view the created Fees and Charges code.
   The Create Fees and Charges - View screen is displayed.

   Figure 16-5 Create Fees and Charges - View

   
   

   
   Description of "Figure 16-5 Create Fees and Charges - View"

   
   

   For more information on fields, refer to the field description table.

   Table 16-5 Create Fees and Charges - View - Field Description

   Field Name	Description
   Code	Indicates the unique identification code of the fees and charge.
   Description	Indicates the description of the fees and charge.
   Type	Select the type of fee to be calculated. The options are:
   Product Processor	Indicates the product processor applicable for the fees and charge.
   Effective Date	Indicates the date from when the fees and charge is effective in the system. Note: The date should be later than or equal to the business date. However, it must be earlier than or equal to the expiry date.
   Expiry Date	Indicates the date till when the fees and charge is effective in the system. Note: The date should be later than or equal to the business date. However, it must be later than or equal to the effective date.
   Fee Category	Indicates the category of the fee to be calculated. The options are:
   Fee Method	Indicates the method used for fee calculation. The options are displayed dynamically depending on the fee category selected:
   Fee Value	Indicates the actual value of Fee that will be calculated and applied.
   Base Amount Field	Indicates the Amount field based on which fee will be calculated. The options are:
   Selection Criteria	This section is used to configure rules for auto calculation of fees and charge by the system. For more information on how to configure rules, see Oracle Banking Common Core User Guide.