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The disbursement limit is intended to provide a guide as to the budget for expenses on the case. The limit is not a hard cap; a case can continue to accumulate disbursements even after passing the limit, but cases with a total disbursement amount greater than the current limit appear in the Cases With Disbursement Exceeding Limit Report to aid in identifying and tracking them. The Disbursement Limit section contains four elements: the limit amount, any comment on the limit amount, Edit hypertext for editing the limit, and Show History hypertext for viewing past changes to the limit. If the disbursement limit on a case has not been manually set, it is automatically set by the SmartAdvocate system. If the case has an estimated case value range assigned to it via the Edit Case button on the Case Summary page, the disbursement limit will automatically be set to the limit associated with that case value range in the Case Values picklist. If an estimated case value has not been set, the disbursement limit will automatically be set to the value in the Disbursement parameter in the System Parameters administrative page. To manually set the disbursement limit, click the Edit hypertext. This will open a panel with two Text input fields: one for the Disbursement Amount Limit, and one for the Comment. Both must be non-blank. When you have made your desired edits, click Save to save the changes, or Cancel to discard the changes and close the panel. To return to having the disbursement limit set automatically instead of manually, click the Edit hypertext, then fill in 0 as the disbursement amount limit and save the changes. (The comment must still not be blank, though it will also be automatically reset on saving.) To view changes in the disbursement limit over the history of the case, click the Show History hypertext. This will bring up a panel listing the limit amount, the date it was set, the date it was replaced, the associated comment, and the staff member who set it.
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