15.1.1 Creating Fees and Charges

For creating a fees and charge, you need to specify details, such as code, description, type, product processor, fee category and fee method.

To create a fees and charge:

1. From the main menu, navigate to Collections and then click Maintenance.
2. From the Maintenance menu, click Fees and Charges and then click Create Fees and Charges.
   The Create Fees and Charges page appears.
3. In the Code field, enter a unique identification code for the fees and charge.
4. In the Description field, enter a description of the fees and charge.
5. From the Type list, select the type of fees and charge.
6. From the Product Processor list, select the product processor of the fees and charge.
7. From the Effective Date list, select the date from when the communication is effective.
8. In the Fee Category list, select the category of the fees and charge.
9. In the Fee Method list, select the method of the fees and charge.
10. In the Fee Value field, enter a value for the fees and charge.
11. In the Base Amount list, select the base amount field of the fees and charge.
12. In the Selection Criteria tab, configure the rules based on which fees and charge will be calculated.
13. Click Save.

Once the fees and charge is created, you can view the same using the View Fees and Charges page. Upon creation, the authorization status of the fees and charge is Unauthorized and the record status is Open. After a fees and charge is created, it must be authorized to be effective in the system.