Defining a fee type
- Select [CDR Module] > Setup > Fee Library .
- Select the tab for the correct fee category.
- Click Add above the grid.
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Specify this information:
- Fee Code
- Specify an identification code for the fee type.
- Fee Description
- Provide a description of the fee type. Infor Public Sector uses the fee code and description together to uniquely identify the fee.
- Destination Budget #
- Specify the budget into which payments for this fee type are deposited. The
destination budget number is copied to all fees of this type. In a
CDR non-Billing environment, the system also copies the destination
budget number to each fee transaction.
There is no out-of-the-box functionality connected to this budget number in a CDR Billing environment. For example, the system does not automatically generate journal entries for the budget number. If you want to create journal entries, you can write a formula in Journal Setup.
Note: Journal Setup is one of two options for configuring journal entry generation in a CDR Billing environment. The other is to use the General Ledger Setup form. See Administrator > Billing in the Infor Public Sector User and Administration Library. - Source Budget #
- Specify the budget from which payments for this fee type are drawn. The source
budget number is copied to all fees of this type, but there is no
out-of-the-box functionality connected to this budget number.
For example, if you want to use the source budget number for journal entries, you can write a formula in Journal Setup.
- Effective Date
- Specify the date the fee type is effective.
- Define one or more versions of the fee type.
- Click Save.
Related topics
- Journal setup
- General ledger setup