Client Level Withholding

In order for client level withholding information to be available to a user, the desired withholding fields must first be configured in the WithholdingScreen business rule. Security must also be applied to the Company Security page named ClientWithholding. When security is added, the Withholding link will be available in the Left Navigation menu of the Client screen.

ClientWithholding in Company Pages

ClientWithholding in Company Pages

WithholdingScreen Business Rule

The WithholdingScreen business rule has a dual rule context: PrimaryComapny and Plan. These contexts define the available overrides allowed for the rule. Rule overrides allow for variation in configuration of the same rule based context. Refer to the CopyBook Override Context section for a description of available contexts.

WithholdingValues

WithholdingField values are stored in the AsWithholdingFields table. Refer to the Withholding Database section for additional information.

Client Level Withholding in OIPA

Client Level Withholding in OIPA

     
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