Finding internal charges

When a customer approaches your cash register, you can search for charges generated by Infor Operations and Regulations that the customer is responsible for, such as application fees or utility bills. The types of charges that you can search for depend on the modules that your agency has purchased.

You can search for charges by address, parcel, customer contact information, or information that is specific to the type of charge you're searching for, such as account information for utility bills.

Note: It is possible that a search for internal charges will return charges with an amount of $0.00. This allows the customer to make an overpayment on a charge that is not currently due. For example, a customer might want to pre-pay a bill for the next three months.
  1. Select Cashiering > Cash Register.
  2. Select the register and drawer that you want to log in to and click Select.
  3. Under Find Charge, click the CDR button or the Billing button. Infor Operations and Regulations shows the Add Internal Charges dialog box.
  4. Select the type of charge that you're searching for from the Search for list.
    Depending on the option that you select, Infor Operations and Regulations shows additional search fields under Product Family Criteria. For example, if you select Building Fees, Infor Operations and Regulations shows fields that you can use to search for building applications.
  5. Enter your search criteria to locate the correct charges and click Search.
    Infor Operations and Regulations shows the charges that match your search criteria in the grid on the Results tab.
  6. Select the charges the customer is paying and click Add.
    Infor Operations and Regulations adds the selected charges to the Current Charges grid. If these are the first charges you've loaded, Infor Operations and Regulations also shows the Take Payment tab and starts a new register transaction record.

    If you're paying charges for billing accounts, Infor Operations and Regulations shows any alerts that are attached to the selected accounts. You cannot pay charges for accounts with forceful Add Payment alerts.

    If you're paying CDR charges, depending on your system configuration, Infor Operations and Regulations may also fire a CustomValidate formula on the associated application.