Keywords: contract error, value should match future due, contract, out of balance, contract charges, claims, ledger amount, form amount, contract balance
Summary
This article covers how to resolve the "Value Should Match Future Due" error message on a contract in Cloud 9. It walks through three solutions for correcting an out-of-balance condition so the contract can be saved successfully.
Overview
If you see the red error message "Value should match Future Due. Please adjust the plan amount or charges by ($xx.xx)" on a contract, this indicates an out-of-balance condition that needs to be corrected before the contract can be saved. Until this is resolved, nothing on the contract will save, including stored payment methods and any changes to the Responsible Party side of the contract. The red error message will disappear once the balance has been corrected. The below steps can be used on an insurance or responsible party side of a contract.
Solution 1: Adjust an Existing Charge Amount
If the error message shows a negative out-of-balance amount, the total charges on the contract are higher than they should be and need to be reduced.
In the example below, the contract is out of balance by -$25.25, meaning the charges need to be reduced by that amount. Looking at the charges, the final charge is exactly $25.25 more than the previous charges.
To correct this:
Step 1: Select the incorrect charge amount line item so that it becomes editable, (shown below.)
Step 2: Change the amount to the correct value. In this example, the $400.00 charge is reduced to $374.75.
Step 3: Click anywhere else in the contract to deselect the field. The red error message will disappear and the contract can now be saved.
Solution 2: Add a Charge Line
If the out-of-balance amount is a positive number, the total charges on the contract are lower than they should be and an additional charge line needs to be added.
In this example, the contract is out of balance by positive $374.75, meaning that amount needs to be added to the contract.
To correct this:
Step 1: Change the number of claims from 3 to 4.
Step 2: A fourth charge line will appear. Enter the next consecutive date and ledger amount, or select the line 3 charge and click the Fill button to duplicate the line 3 information into line 4.
Step 3: Once the fourth line is completed, the red error message will disappear and the contract can now be saved.
Solution 3: Reset and Re-Enter the Charge Lines
If neither solution above has resolved the issue, follow the steps below. Before starting, take a screenshot of the insurance side of the contract for reference. You will need to document the number of claims, the dates of each claim, and the Form Amount and Ledger Amount for each charge line.
Step 1: Change the number of claims or charges to 1 and click anywhere else in the contract to apply the change.
Step 2: Using your screenshot, change the number of claims or charges back to the original contracted number. In this example it was 4. Click anywhere else to apply the change. The additional charge lines will appear but will be empty.
Step 3: On the highlighted charge line 2, enter the date and Ledger Amount from your screenshot.
Step 4: While that charge line is still highlighted, click the Fill button in the upper left. A pop-up will appear showing the columns that have been filled in. Click Fill in the pop-up to apply.
The contract will populate the remaining charge dates and amounts, and the red error message will be resolved.
These steps essentially return the contract to a balanced state by allowing the expected charge dates, amounts, and number of claims to recalculate correctly. This brings the contract back to the same state it was in before the error occurred.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.