Bills Tab - Budget Billing Plan

The Budget Billing Plan section on the Bills tab contains the fields that define the defaults for Budget Billing.

1. The Title field allows the user to enter an alternate name that will be used for the Budget Billing process. It will appear on all screens and reports. It may contain 32 characters. This value may be overwritten when a plan is created.
2. If the calculated budget amount is markedly different from the true amount due based on the account’s consumption, the plan can be revised in mid-year. If the account is amassing a large credit balance, the utility may opt to inactivate the budget plan for this account. When a budget plan is inactivated, a reason for the inactivation is required. Select the Revise Process Inactive Reason that should be the default reason for inactivating the plan. The options come from Validation Set 257, Budget Bill Inactive Reason.
3. Select the Use Review Step in Revise Process flag if the organization wants plan revisions to be reviewed. This step will not be included if the flag is not checked.
4. Select the Use Notify Step in Revise Process flag if the organization wants notifications to be sent as a result of revisions to a budget billing plan. This step will not be included if the flag is not checked.