Cancel Budget Billing Plan

Utility Management > Delinquencies > Cancel Budget Billing Plan

Accounts on budget billing plans have the potential to become delinquent when less than the budgeted amount is paged. Default values for how delinquencies are handled may be specified in UM Settings, and the values for a specific budget billing plan may be entered here to produce a listing of delinquent accounts and/or remove them from the budget billing program. Penalties and statements are not produced for accounts on budget billing plans.

Select the Billing Cycle for which budget billing plan delinquencies should be identified. The field is populated with all active billing cycles.
Enter the Paid By Date that should be used to identify delinquent accounts. Accounts not paid by this date will trigger a cancellation. The current date is the default value.
The Minimum Balance field allows the user to enter a threshold balance amount that should trigger the removal of the account from the budget billing plan. The value from UM Settings, if defined, is the default value. If no minimum balance is defined, no minimum will be considered for the cancellation.
Use the Exclude Credit Balances Over ... of Budget Billing Plan field to specify the percentage that will make the account exempt from being marked delinquent. If a default was provided on the Delinquencies tab in UM Settings, it will appear here. If the value is zero, the account will be removed from the budget billing plan if it meets the other criteria for cancellation.
The Report Only check box is selected by default. When it is selected, it indicates that when Submit is clicked, only a report of accounts eligible for cancellation will be produced. If Submit is clicked with the check box cleared, the system will cancel the applicable accounts for that billing cycle.