Creating a utility bill run

  1. Select Billing > Bill > Create Bill Run.
  2. Specify this information:
    Run Type
    Select Utility.
    Bill Type
    Specify the type of bill that you're generating.
    Bill Date
    Specify the bill date for the bills in the run.
    Billing Period
    Specify the beginning of the date range for which customers are being billed.
    To
    Specify the end of the date range for which customers are being billed.

    The billing period determines the charges for which customers are billed. For example, if you're generating bills for a metered service, the billing period dates determine which meter readings will be used.

    Due Date
    Specify the date the bills generated in the run will be due.
    Post Bills
    Select this check box if you want to post the bills to the associated accounts. To post bills, Infor Public Sector creates transactions for all line items. Bills can no longer be recalculated after they are posted, so you may want to delay posting the bills so you can review them and make any necessary corrections.
    Output Bills
    Select this check box if you want to create the bill output file that is used to print the bills or transmit them electronically.
  3. Enter parameters to select the accounts included in the run.
    You must enter at least one account selection parameter for a utility bill run, such as an account class or a billing cycle. You can also select the Use Pre-selected Accounts check box to create bills for all accounts that have been pre-selected.
  4. Under Occurrence, select Immediately if you want the bill run to start right away, or select Scheduled to schedule the bill run for later.
  5. If you selected Scheduled, enter the date and time you want the bill run to start.
  6. When you're ready to initiate the bill run, click Generate Generate button.
    A dialog box is displayed saying that the bill run was successfully scheduled for the present time or, if you selected Scheduled, for the date and time specified.
  7. Click Close to close the dialog box.
    Infor Public Sector shows information about the progress of the bill run at the bottom of the page, such as the current status and the number of bills processed so far. While the bill run is in progress, you can click the Refresh Progress Status button to update the text under Progress with the most current information.