1.     Click on Fees ->  Manage Configuration -> Fee Types on the left-hand side of the screen.

2.     “Fee Types” search page is shown, click on the “New Fee Type” button in the top right corner.

3.The “New Fee Type” page is shown.

Fee Type Details

1.     The External Fee Type Ref must be a unique value that may be used to reference this Fee Type

within the system. Once the first version is saved, it may not be altered.

2.     The Name should be an easy way for Officers to identify the fee type when they have to select fees

manually.

3.     The Fee Type Category is one of the system entities that the fee is to be applied to:

a.     Application

b.     Licence

c.     Party

d.     Person

e.     Organisation.

4.     The Fee Type Area relates to the business process that the fee will be related to:

a.     Default – (for use when one of the following does NOT apply)

b.     Access

c.     Application

d.     Temporary Transfer

e.     Renewal Access

f.       Renewal Application

g.     PIN Penalty

h.     Online

i.       Levy.

5.     Default Account Code must be picked from the Account Codes configured for the system by typing

ahead in the field.

6.     The Effective Date cannot be set to a date before today.

7.      If the Effective Date is blank or a future date, the fee will remain with a “Draft” status otherwise it

will

have a “Current” status.

8.    The Expiry Date may be blank or if set, must be the same or later than the Effective Date, and

determines when the Fee Type version will become “Archived”.

Additional Checks

1.     Mandatory – the Fee Type must be applied in the configured situation

2.     Refund Authorisation Required – refund of the fee requires the Authorisation process to be followed

3.     Cancel Authorisation Required – cancellation of the fee requires the Authorisation process to be

followed

4.     Resubmission Allowed – the fee type may be applied more than once in the configured situation.

Invoice Dates

1.     Days Until Due – the number of days to add to the invoice date to determine the payment due

date

2.     Months Until Due – the number of months to add to the invoice date to determine the payment

due date (use either Days or Months)

3.     Due On Date – a fixed payment due date, must be >=  Valid Until Date

4.     One of the 3 “Due” fields must have a value

5.     Days Valid – the number of days after the invoice date that this fee remains current, once

exceeded the fee will be recalculated using the fee type current on the payment date

6.     Months Valid – the number of months after the invoice date that this fee remains current, once

exceeded the fee will be recalculated using the fee type current on the payment date (use either

Days or Months)

7.     Valid Until Date – a fixed valid until date, must be >= Effective Date

8.     If the Fee Type has a Valid Until Date calculated, then the settings must lead to a date on or after

the payment due date i.e. if the Days Until Due is 14, then the Days Valid must be >= 14.

Fee Rules

1.     Used to encode rules for when to apply this fee type and what the value of the fee amount will be.

2.     Can be:

a.     A fixed fee (flat fee)

b.     A calculated fee – depend on attributes of the entity that the fee type is being applied to.

3.     A Fee Rule consists of:

a.     Order – the sequential order in which this rules will be applied

b.     Detail – text name/description for the rule

c.     Fee Item Type – List of Values:

i.     Fee Item

ii.     Discretionary

d.     Account Code – if different to the default account code for the fee type

e.     Amount – decimal

f.       Is Flat Fee – checkbox, when checked the Fee Rule will add the Amount to any other Fee Rule

calculations.

g.When the Is Flat Fee is NOT checked, the Multiplier field and “Show Conditions” button will be

displayed.

h.Multiplier – not implemented yet

i.Conditions - not implemented yet.

Documents

There must be at least one template defined for the Fee Type.

1.     On the “Documents” tab, add the document templates that will be used for producing Invoices and

Receipts.

2.     Order – used for sorting when presenting the list of templates related to this Fee Type.

3.     Template – type ahead list of values from the Document Template Groups:

a.     Invoice Template Group

b.     Receipt Template Group.

4.     Reminder Days – number of days before the Invoice Due Date that a reminder will be sent.

5.     Publishable – checkbox, indicates whether the document produced is visible to external users.

6.     Actions – Delete.

7.     Add Template – button, add another template row.

Restrictions

1.     The type of Restrictions available on the “Restrictions” tab depends on the Fee Type Category

chosen.

2.     For a Fee Type Category of:

a.     Applications or Licences – Application Fee Restrictions and Licence Fee Restrictions -

mandatory

b.     Party, Person or Organisation – No restrictions apply.

3.      Application Fee Restrictions

a.     Application Type – one of:

i.     New Application

ii.     Renewal

iii.     Amendment

iv.     Transfer

v.     Entitlement Renewal.

b.     Application Status – one of:

i.     Received

ii.     Saved

iii.     Cancelled

iv.     Pending Review

v.     Pending Assessment

vi.     Withdrawn

vii.     Pending Decision

viii.     Completed.

c.     Actions - Delete

d.     Add Fee Type Application Restriction – button, add another restriction.

4.     Licence Fee Restrictions

a.     Licence Type – List of licence types.

b.     Is For Current Licences – checkbox, fee may be applied to licences with “Current” status.

c.     Is Auto Generated – checkbox, fee is automatically applied to licences of this type on the application types and statuses defined.

d.     Actions – Delete.

e.     Add Fee Type Licence Restrictions – button, add another restriction.

5.     Click “Save”, the Fee will be added to the chosen Fee Type Categories.