Canceling budget billing

To remove an account from budget billing, you can cancel a budget billing plan. 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. After the variance is settled, the status is changed to C (Closed).

You can also use Review Budget Billing or the Budget Billing Payment Review item in My Infor to cancel budget billing plans.

See Removing accounts from budget billing.

  1. Open the correct plan in the Budget Billing Plan InfoViewer.
  2. Click Cancel Plan. A dialog box is displayed asking you to confirm that you want to cancel budget billing.
  3. Specify the reason you’re canceling the plan in the Canceled Reason field.
  4. Click OK.