Removing accounts from budget billing

To remove accounts from budget billing, you can cancel their budget billing plans. When you cancel a plan, Infor Public Sector first changes the plan status to S (Settlement), because the plan can’t be closed until the current variance is settled during the next cycle bill run. After the variance is settled, the status is changed to C (Closed).

When you use Review Budget Billing to remove accounts, Infor Public Sector also generates a notice for each account, using the Removal Notice correspondence process setup defined for the budget billing plan.

You can also use the Manage Account page to cancel budget billing for an individual account, and you can use the Budget Billing Payment Review item in My Infor to cancel budget billing plans.

  1. Select Billing > Bill > Review Budget Billing.
  2. Look up the budget billing plans that you want to cancel.
  3. In the Budget Billing Accounts grid, select each account that you want to cancel.
  4. Click the down arrow in the top right corner of the grid and select REMOVE.
  5. Specify the reason you’re canceling the plans in the Canceled Reason field.
  6. Click OK.