Budget Billing Payment Review

The Budget Billing Payment Review task reviews billing accounts that are on budget billing plans to ensure that they are keeping up with their payment schedules.

Accounts that are not making sufficient payments are listed in the Budget Billing Payment Review item in My Infor so that appropriate actions can be taken, such as canceling budget billing.

Invocation

You can use the Batch Manager form or the Billing Calendar to schedule budget billing payment review runs.

This table describes each parameter for this task:

Form Console Description
Account Type AccountType (int) Account type for which you are reviewing budget billing payments.
Account Area AccountArea (string) Account area for which you are reviewing budget billing payments.
Account Class AccountClass (string) Account class for which you are reviewing budget billing payments.
Group Group (string) Account group for which you are reviewing budget billing payments.
Sub Group Subgroup (string) Account subgroup for which you are reviewing budget billing payments.
Billing Cycle BillingCycle (string) Billing cycle for which you are reviewing budget billing payments.
Payment received within __ days of budgeted due date DaysLate (int) Number of days after the due date within which budget billing payments must be received.
Payment amount is within __ of budgeted amount ShortageAmount (Decimal) Maximum amount by which the payment amount can fall short of the budgeted amount.
Payment amount is within __ % of budgeted amount ShortagePercentage (int) Maximum percentage by which the payment amount can fall short of the budgeted amount.

Data output

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

Table Comments
BILLING.BBPAYMENTEXCEPTION Stores information on accounts that are not keeping up with their budget billing payments.
BILLING.BUDGETBILLINGPAYMENTREVIEWRUN Stores information on each Budget Billing Payment Review run.

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

Form Comments
Budget Billing Payment Review item in My Infor Shows a list of accounts that are not keeping up with their budget billing payments.