Finalize Move Out

The Finalize Move Out task finishes the process of closing a billing account when the customer moves out.

Specifically, this task searches for active accounts with a move out status of Pending or Exception and a move out date on or before the current date. If the move out meter readings have been found for metered services, the task sets the account status to Final and the move out status to MovedOut. This task is typically run once a day.

  1. Query the ACCOUNT table for accounts where ACCOUNTSTATUS is A (Active), MOVEOUTSTATUS is 1 (Pending) or 3 (Exception), and MOVEOUTDATE is on or before today.
  2. Check the ACCOUNT.OCCUPANT column to determine if the occupant is an owner, tenant, or builder.
  3. If the occupant is an owner or builder:
    1. For each account service, update the service status and the stop date to show that the service is no longer active.
    2. For metered services, also set the move out readings in the Final Meter Reading field.
    3. Set the ACCOUNTSTATUS for the account to F (Final) and set the MOVEOUTSTATUS to 2 (MovedOut).
    4. If a log type is specified in Move Out Setup, add the move out log entry.
    5. If a delinquency scheme is specific in Move Out Setup, create an account delinquency for the moved out account and place the account in the specified scheme.

      This is an optional step that is only performed if the agency wants to use a special delinquency scheme for moved out accounts to ensure final bills are paid. All moved out accounts will be placed in this delinquency scheme, regardless of whether they’re delinquent. The delinquency scheme should be set up so that no action is taken for accounts in good standing, and the delinquency is resolved once the final bill is paid.

  4. If the occupant is a tenant:
    1. For each account service, update the service status and the stop date to show that the service is no longer active.
    2. For metered services, also set the move out readings in the Final Meter Reading field.
    3. Check the Maximum Tenant Interval to Skip Owner Activation in Move Out Setup (MAXTENANTINTERVALDAYS in the MOVEOUTSETUP table). If no other tenant account is scheduled to move in within that interval, transfer the tenant services back to the owner account at the address. This is done by adding the services on the owner account and setting the service start date for the day after the move out date of the tenant.
    4. Set the ACCOUNTSTATUS for the tenant account to F (Final) and set the MOVEOUTSTATUS to 2 (MovedOut).
    5. If a log type is specified in Move Out Setup, add the move out log entry.
    6. If a delinquency scheme is specific in Move Out Setup, create an account delinquency for the moved out account and place the account in the specified scheme.

Setup

This table describes the Infor Public Sector setup forms that are used to configure this task:

Setup formComments
Move Out SetupDefines setup information for the move out process.

This table lists the database tables that store setup information for this task:

TableComments
BILLING. MOVEOUTREADINGRULEStores the rules defined in Move Out Setup for how to select the move out reading. Rules define how many days forward or backwards from the move out date to search for a potential move out reading.
BILLING.MOVEOUTSETUPStores move out setup data.

Invocation

The Finalize Move Out task has no parameters. It can be scheduled and invoked manually through the Infor Public Sector Batch Manager form, and it can also be invoked through the console.

Monitoring

If the Finalize Move Out task is successful, you can expect to see a series of messages similar to these in the Billing Batch Process log:

  • Finalize Move Out Process Started
  • [#] Accounts found to process for Finalize Move Out.
  • Processing Account # [account #] for Finalize Move Out.
  • Completed Finalized Move Out for Account # [account #]
  • Finalized Move Out Process Completed

In the database, the PROCESSINGFLAG column in BILLING.FINALIZEMOVEOUTRUN is set to Y at the start of a run, and set to N when the run is finished.

Common errors

This table lists the common errors that you might see in the Billing Batch Process log for a Finalize Move In run. The process can also add exceptions to individual accounts, which are displayed in the MOVEOUTEXCEPTION column of the ACCOUNT table.

Error messageComments
Meter reading not found for Account.No move out meter reading could be found.

Data output

This table lists the database tables in which this task adds or updates records:

TableComments
BILLING.ACCOUNTUpdates the ACCOUNTSTATUS and MOVEOUTSTATUS columns.

A Finalize Move Out run may also update the MOVEOUTEXCEPTION column.

BILLING. FINALIZEMOVEOUTRUNStores information on the Finalize Move Out run, including the run key, number of accounts processed, number of accounts finalized, and number of exceptions.

This table lists the Infor Public Sector forms that you can use to review the results of this task:

FormComments
Move Out Exception Accounts item in My InforShows a list of accounts for which Infor Public Sector was unable to finalize the move out process. The Exception column in the grid shows the exception that was returned for each account, such as no move out meter reading. After you've corrected the indicated problem for an account, you can click Action and select Finalize to finalize the move out.

This table lists the exceptions that you might see in the MOVEOUTEXCEPTION column of the ACCOUNT table. The first column lists the exception codes that are displayed in the ACCOUNT table, and the second column specifies the message that is displayed for each exception. These messages are displayed in the Move Out Exception Accounts item in My Infor. Shorter versions of the same messages are also displayed on the Summary tab of the Manage Account page.

ExceptionDescription
1 Move out meter reading is not found.
2 Administrative hold. Infor Public Sector also shows the reason for the hold, using the description from the Administrative Hold Reason code definition.