. To add a person select the
Search arrow 
to open the Add Person
window.The DD Accounts Receivable window is used to add or update information about the DD Account Receivable.
Detail DD Account Receivable icons
Detail DD Account Receivable Action Drop Down list
Accounts Receivable Group Box:
Responsible Person Box:This box displays the
first and last name of the responsible person. To view person information
select the Case Person icon . To add a person select the
Search arrow to open the Add Person
window.
Status Box:
Status: This field displays the current status of the Account Receivable.
Status Date: This field displays the being date of the current status.
Status Reason: This field displays the reason for the current status.
Number Box:
Number: This field displays the Account Receivable number.
Create Date: This field displays the date the Account Receivable was created.
Current Balance: This field displays the current balance on the Account Receivable.
Transactions: Select the Transactions Button to open the List DD Accounts Receivable Transactions window.
Case Person(s) List Box:
Name: This column displays the first and last name of case persons.
Birthdate: This column displays the person's date of birth.
SSN: This column displays the person's Social Security Number.
Person Number: This column displays the person's Agency Related Person (ARP) number.
Begin Date: This column displays the date the account receivable was created for the person.
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The Case Person icon enables when a person row is highlighted. Select the icon to open the Person Detail window. |
Billing Party(s) List Box:
This list displays the
person's and/or organization’s that receive the bill for the DD services.
To add a person or organization to the list select the Search arrow to open the DD
Accounts Receivable Billing Party Type window. This process can be
repeated to add additional billing parties. All parties current on the
billing date will receive the same bill. An address needs to be created
for each billing party.
Name: This column displays the first and last name of the billing person or the name of the billing organization.
Suspend Billing: This column displays a "Y" code is the billing is suspended or a "N" code if the billing is not suspended.
Begin Date: This column displays the billing begin date for the person or organization.
End Date: This column displays the billing end date for the person or organization.
Relationship to Case Person(s): This column displays the billing person or organization's relationship to the case person(s).
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The Case Person icon enables when a billing person row is highlighted. Select this icon to view the Person Detail window for the selected person. |
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The Organization icon enables when a billing organization row is highlighted. Select this icon to view the Detail Organization window for the selected organization. |
NFO41W1H
(09-2004)