Infor Public Sector Billing Administration Guide

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About this guide

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Billing overview

Utility Billing

Manage Account page configuration

Account Page Setup tree nodes

Choosing panels for the Manage Account page

Choosing quick links for the Manage Account page

Adding a custom tab to the Manage Account page

Contact address display options

Move in and move out

Move in configuration

Move in contact configuration

Move out configuration

Account number formats

Account number segments

Creating an account number format category

Creating an account number format

Creating an account type category

Creating an account type

Utility account types

CDR account types

Sundry account types

Aggregate account types

Suspense account types

Defining a credit rating level

Average annual consumption

Creating a winter average scheme

Creating a winter average detail

Changing account owners

Creating a bill type

Setting bill type delinquency options

Adding a line item to a bill type

Setting line item calculation order

Bill type discounts and surcharges

Applying discounts and surcharges

Adding inserts to a bill type

Adding messages to a bill type

Adding an exception to a bill type

Interim bill types

Defining an interim bill type

Tracking billed readings

Entering a view bill formula

Searching for rate tables

Creating a rate category

Creating a rate code

Creating a rate table

Cloning a rate table

Rate table logging

Rate table details

Rate table detail types

Creating a Billing rate table detail

Special rules for Billing details

Prorating Billing details

Prorating cycle bills

Creating a CDR rate table detail

Adding to an existing rate table detail

Cloning a rate table detail

Adding common sources

Line item types

Creating a line item type

Creating an adjustment or refund line item type

Adjustment line items for transferred payments

Creating a deposit line item type

Defining an initial deposit charge

Creating an NSF line item type

Creating a one-off line item type

Discounts and surcharges

Creating a service based line item type

Fixed charge line items

Reading based line items

Translating line items

Budget billing line items

Budget billing plans

Creating a budget billing plan

Cloning a budget billing plan

Creating entitlement types

Defining a fixed charge frequency

Transaction Groups tree nodes

Assigning a budget number to a transaction type

Calculating the budget number for a Billing transaction

Creating a rebate group

User exceptions

Calculating whether to apply an exception code

Defining a custom exception code

Delinquency setup

Penalty Table Setup tree nodes

Defining a penalty code

Changing a penalty code

Deleting a penalty code

Defining a penalty table

Changing a penalty table's effective date

Deleting a penalty table

Penalty details

Creating a penalty detail

Editing a periodic penalty detail

Editing a monthly variable penalty detail

Editing a one time penalty detail

Defining an initial penalty charge

Defining a recurring penalty charge

Cloning a penalty detail

Deleting a penalty detail

Payment arrangement templates

Creating a fixed amount arrangement template

Creating a fixed period arrangement template

Creating a payments only arrangement template

Delinquency setups

Creating a delinquency setup

Creating a delinquency group

Creating a delinquency scheme

Creating a delinquency milestone

Defining delinquency actions

Collections setup

Creating a collections group

Creating a collections scheme

Creating a collections milestone

Defining collections actions

Defining a collections export setup

Bankruptcy setup

Defining aging blocks

Creating an alert

Modifying an alert

Changing an alert's type

Advanced approval

Activating advanced approval

Creating an approval role category

Creating an approval role

Creating an approval group

Creating an approval scheme

Approval scheme formulas

Creating an approval level

Approval levels

Defining an approval level

Approval level example

Activating Billing features

General ledger setup

Budget number selection

Setting up general ledger accounts

Mapping general ledger accounts

Suspense accounts

GL account overrides

Budget number overrides

Adding a budget number override

Configuring mailing names

Recording operating hours

Creating a payment import setup

Adding a payment reversal reason code

Direct debit setup

Setting up direct debit

Entering NSF settings

Entering NSF import settings

Address templates

Creating an address template

Creating utility services at an address

Service definitions

Creating a service definition

Creating a default service definition

Adding an account class to a service definition

Adding a district to a service definition

Editing a service definition

Creating a service field

Creating a quantity field

Creating a sewer service

Creating a solid waste service

Creating a trade waste service definition

Cloning a service definition

Entering suspend service settings

Billing configuration

BATCHMANAGER node

CORRESPONDENCE node

DELINQUENCY node

MAXRECORDS node

Batch Manager Billing tasks

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