This process allows the user to record or view the intention of an AP/Payor regarding overpayments. The intention applies to all obligations for all court orders for that person. After the overpayment intent is recorded, all overpayments can be processed. If the overpayment intent of Notice is changed to Future, Refund, Gift or Cancel, the monitored document will close. If the intent of Cancel is added and another payment comes in which is an overpayment, the system will process this as if no intent has been set and will start the process over by generating a notice to the obligor. Multiple overpayment intents must have different Effective Dates, for example if it is >N= (notice) effective today, the change of the intent must be effective tomorrow.

--Enter the AP/Payor=s Person number in the AP/Payor field--

--Type AY@ in the Show History field--

--Press PF2 Display--

--Enter the AP/Payor=s Person number in the AP/Payor field--

--Press PF2 Display--

--On a blank record enter--

Act - A.

Overpayment Intent (R=Refund; G=Gift; F=Future; C= Cancel).

Effective Date (Must be current or future date - MMDDYYYY).

--Enter the AP/Payor=s Person number in the AP/Payor field--

--Press PF2 Display--

--Enter AD@ in the Act field of the record you wish to delete--

--Press PF15 Process--

NOTE: A record can only be deleted the same day it is entered, before the batch process or if the effective date is a future date.

When entering an overpayment intent prior to the 14 day waiting period expiring the field worker must contact CRU to release any collections that have been placed in suspense. Otherwise, the system will wait the full 14 days to distribute any suspense based on the overpayment intent instructions.