Case Establishment Page

The Case Establishment is used to create cases in CSMNET. Prior to creating a case the creditor and the debtor must be entered into the system through the Add and List Clients. Once the system assigns a client id to the individuals they can now be linked together to form a case. Under the Debtor Information label the user clicks on Select Debtor and a popup window shows a list of all clients in the system (see below). Similarly the Select Creditor button is clicked and a creditor selected. Clicking the Generate New Case Number button creates the case in the system and populates other information throughout the database. With the case now created Case Data and children information can be entered. If order and payment term information is available the user can now proceed to those financial pages to setup the financial aspects of the case.