Adding an exception to a bill type

By adding exception codes to a bill type, you indicate the exceptions you want Infor Public Sector to evaluate when running batch processes for that bill type, such as bill runs or delinquency runs. For each exception you add to a bill type you must also define a severity level, indicating the action you want Infor Public Sector to take when that exception occurs.

The Exceptions tab is not displayed in the Create Bill Type Setup box when you create a bill type, so must save a bill type before you can add exceptions.

  1. Right-click an existing bill type in the Bill Type Setup tree and select Update Bill Type Setup.
  2. Select the Exceptions tab in the Update Bill Type Setup dialog box and click the Add icon.
  3. Select the exception you want to add to the bill type and click Select.
  4. Click the Edit button for the record you just added and select the batch process the exception applies to from the Process Type list.
  5. Select a severity level from the Proceed To list.
    You can select one of four severity levels for each exception type:
    • Level 1: Stop processing for the account. The bill will not be created.
    • Level 2: Do not create line item (only in case of line item level user exception)
    • Level 3: Discontinue posting (if Post Bills was selected)
    • Level 4: Do not output bill (if Output Bills was selected)
  6. Click Save.