Pismo Control Center enables you to define fee models and attach them to your operations on the Pismo platform. A fee model is a structure that contains one or more fees. You can think of it as a container for the fees and taxes that are applied to account activities.

For information about fee models and fees on the Pismo platform, refer to Fee management.

View fee model and fees

To view fee models and fees:

1. On the Main menu, select Configurations > Fee models.
2. On the Fee Models screen, select a fee model to view its details.

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The default fee model attached to the organization appears at the top. Below this is a list of all fee models that are added to the organization.

3. On the Fee model details screen, select one of the following tabs to access more information:
   • Fee model: View the name and ID of the fee model. This screen also shows the platform objects (such as programs and accounts) where the fee model is attached.
   • Fees: View and manage the fees that belong to the fee model.
   • Association type: View the platform objects to which the fee model is currently attached.

Add fee model

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You can delete all of the fees in a fee model, but not the model itself.

When you define a fee, you can optionally specify the method used to calculate it, either fixed value or percentage. The platform provides a variety of calculation methods for this purpose. For more information, refer to Fee models.

To add a fee model:

1. On the Main menu, select Configurations > Fee models.
2. On the Fee models screen, select Create.
3. On the Add fee model screen, enter a name for the fee model in the Name field and select Finish.

The new fee model is detached by default. You must attach it to an organization, a program, or an account. For details, see Attach a fee model.

Add a fee

To add a fee to a fee model:

1. On the Main menu, select Configurations > Fee models.
2. Do one of the following:
   • To add a fee to the default fee model attached to the organization, select Details.
   • To add a fee to a different fee model, select the model you want to edit in the results list.
3. On the Fee model details screen, open the Fees tab.
4. On the Fees tab, select Add fee.
5. On the Fee description screen, type a name for the fee in the Name field.
6. Select one of the following to specify whether the fee generates a transaction:
   • Yes, it generates a transaction
   • No, it does not generate a transaction
7. If the fee does generate a transaction, do the following:
   1. In the ID and Type fields, select the transaction ID to be used.
   2. In the Calculation basis field, select one of the following:
      • Principal amount: Taxes are applied to the original transaction amount only. This is the default.
      • Contract amount: Taxes are applied to the original transaction amount plus fees.
8. Select one of the following to specify the calculation method:
   • Fixed
   • Greater
   • Percentage
   • Daily percentage
   • Compound interest
   • Accumulator
   • Price table
   • Aging
   • IOF

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For more information about calculation methods, refer to Fee models.

9. Select Next.
10. On the Processing code screen, choose the Select button for each processing code that to which you want to link. (For more information, see Processing codes.)
11. Select Next.
12. On the Review screen, select Finish.

Edit or delete a fee

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You can delete the fees in a fee model, but not the model itself.

To edit or delete a fee:

1. On the Main menu, select Configurations > Fee models.
2. On the Fee Model Details screen, open the Feestab.
3. Click the fee you want to add or delete.
4. On the Fee details screen, do one of the following:
   • To edit a fee, select Edit and then follow the steps in Add a fee model .
   • To delete a fee, select its Delete fee button then select Yes in the confirmation dialog.