Budget Billing Setup

Several items must be set up before the organization is ready to enroll and bill customers in a budget billing plan.

Security

Maintenance > new world ERP Suite > Security > Users

There are several security components that control access to various pieces of the budget billing process.

Give users the appropriate security to these components to control their access to budget billing.

Validation Set

Validation Set 257, Budget Bill Inactive reason, must be set up for budget billing. See Validation Sets for more information about setting up the values.

System Settings

Maintenance > Utility Management > UM Settings

The following tabs on UM Settings have fields that define defaults for budget billing:

  • The Workflow tab allows the organization to include budget billing in the New Account, Move In/Out, and/or Customer Service workflow processes.
  • The Budget Billing Plan section on the Bills tab allows the organization to define the defaults for budget billing plan revisions.
  • The Budget Billing Plan Suspension section on the Receipts tab allows the user to define the criteria for suspending a budget billing plan. At the point at which the account would have a carryover overpayment, some organizations choose to suspend the plan and collect only the true amount due until it is time for the plan to be renewed.
  • The Cancel Budget Billing Plan section on the Delinquencies tab allows the organization to define the criteria for canceling a customer's participation in a budget billing plan.