A deduction history record is created each time a case deduction item becomes active, inactive, is processed, skipped or cancelled. A case deduction history record is created for a case deduction item that is paying a third party each time the payment is awaiting payment, issued or cancelled.

Example

A case worker creates a product delivery case for participant Linda Smith. Linda was overpaid in the past and the organization would like to recoup this. The caseworker sets up an applied deduction for $5 per payment to recover the outstanding amount of the liability . Linda also pays gas and electricity on a monthly basis and would like this to be deducted from her benefit payment. A third party deduction is set up to deduct from the benefit payment and pay the Gas and Electricity companies on a monthly basis. A deduction history record of 'In-Active' is created for each of these deductions. The caseworker activates the deductions and a history record of 'Active' is recorded for each one. During financial processing, a history record of 'Processed' is recorded if the deduction has been applied to the benefit, or 'Skipped' if the deduction could not be processed.