Signing up for budget billing

To sign an account up for budget billing, you select the budget billing plan that you want to use and the bill type that you want to place on budget billing. Infor Public Sector first determines whether the account is eligible for the selected plan, and then attempts to calculate the budgeted amount based on the account’s billing history. If the budgeted amount can’t be calculated, users with appropriate access permissions can specify an amount manually.

Note that when you first sign up for budget billing, the budget billing plan status is set to I (Initiated). The Bill Run Schedule task in the Batch Manager will change the status to A (Active) after the plan’s start date.

  1. Select Billing > Manage Account.
  2. Load the account you want to enroll in budget billing.
  3. On the Maintenance tab, under Account, click Sign up for Budget Billing.
    The Sign up for Budget Billing link can also be displayed in the Quick Links panel on the Summary tab.
  4. Specify the plan in which you want to enroll the account in the Budget Billing Plan field.
  5. Specify the bill type for which you're setting up the plan in the Bill Type field.
  6. Click Save.
    Infor Public Sector first evaluates the account to determine if it qualifies for budget billing. To qualify, the account must meet the enrollment requirements for the selected plan, and must not have had its budget billing eligibility revoked. Note that users with Enroll Override access in Access Control can enroll the account even if it doesn’t meet all requirements. If the account is eligible, Infor Public Sector next attempts to calculate the budgeted amount that the account will be charged on each bill. The budgeted amount is typically calculated based on the account’s prior billing history. It may not be possible to calculate a budgeted amount if an account doesn’t have a long enough history. If Infor Public Sector is unable to calculate the budgeted amount, users with Manually Specify Budgeted Amount access in Access Control can specify the amount in the Budgeted Amount field.