Defining a fee type

  1. Select [CDR Module] > Setup > Fee Library .
  2. Select the tab for the correct fee category.
  3. Click Add above the grid.
  4. 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.
  5. Define one or more versions of the fee type.
  6. Click Save.