Description
This page allows you to allocate a received payment. A payment received can be allocated toward any number of unprocessed liability instruction line items held by the person or employer from whom the payment was received. For example, if a person makes a payment of $100 to the organization, that $100 can be allocated toward any number of outstanding liabilities for that person.
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
Amount UnallocatedCURAM_AMOUNTMonetary amount of the payment received that has not been allocated or refunded.No
Allocate AllCURAM_INDICATORSelect allocate all if you wish to allocate the full unallocated amount.No
Specify Amount to AllocateCURAM_AMOUNTMonetary amount of the payment received to be allocated to the selected liability.No
Select Liability to Allocate
LabelTypeDescriptionMandatory
CaseCASE_REFERENCEReference number and case type of the case with outstanding liabilities.No
NameILI_CATEGORY_CODEThe type/name of the liability.No
Start DateCURAM_DATEDate on which the payment received is effective. No
Original AmountCURAM_AMOUNTOriginal amount of the liability line item.No
Balance OutstandingCURAM_AMOUNTMonetary amount of the liability line item that has not been allocated toward. No
Action
LabelTypeDescriptionMandatory
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page.
SaveThe Save action updates the record using the information entered on the page.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
The login ID %1s does not map to a user name.LinkNo
The payment cannot be allocated. It has either been reversed or fully allocated.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An invalid amount was specified for allocation. Cannot allocate a zero amount.LinkNo
An invalid amount was specified for allocation. The amount exceeds the unallocated amount of the specified debit transaction.LinkNo
An invalid amount was specified for allocation. The amount exceeds the unallocated value.LinkNo
Either Allocate All or a specified amount to allocate can be entered not both.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The allocation amount must be applied to a liability. Please select a liability.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The login ID %1s does not map to a user name.LinkNo
Related Entities
Technical Information
Page IDFinancial_allocatePaymentReceivedSelectLiability1
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Financials\Payment Received\Allocate\Financial_allocatePaymentReceivedSelectLiability1.uim
Page Load InterfaceFinancial.readDebitsForAllocation1
Page Submit InterfaceFinancial.allocateCreditTransaction1
Linked From PagesBenefitSample_listFinInstruction, BenefitSampleOverpayment_listFinInstruction1, Payments Received (BenefitSampleOverpayment_listPaymentsReceived), Transactions (DefaultICProduct_listTransaction), Employer_listFinancial1, ExternalParty_listFinancial1, Financial_paymentReceivedSearch, Receive Payment for an Employer (Financial_recordPaymentReceivedForEmployer), Receive Payment for a Person (Financial_recordPaymentReceivedForPerson), Reversed Liability Details (Financial_reversedLiabilityInstruction), Transfer From Suspense To Client (Financial_suspenseTransferIssuerDetails), Transfer from Suspense Account to Employer (Financial_suspenseTransferToEmployerDetails), Transfer from Suspense Account to Person (Financial_suspenseTransferToPersonDetails), ICBenefitUnderPayment_listFinInstruction1, ICProductSample_listFinInstruction1, ICSportingGrantSample_listFinInstruction1, InformationProvider_listFinancial1, Transactions (ISPProduct_listFinInstruction), LiabilitySample_listFinInstruction1, Payments Received (PaymentCorrection_listPaymentsReceived), PaymentCorrection_listTransaction, PDBenefitUnderPayment_listFinInstruction, PDServiceDelivery_listTransaction, Transactions (Person_listFinancial1), Person_listFinancialForDuplicate1, ProductProvider_listFinancial1, Representative_listFinancial1, ServiceDelivery_listTransaction, ServiceSupplier_listFinancial1, Utility_listFinancial1