UB> Utilities> Modify Allocation Overrides

Modify Allocation Overrides

 

Summary

 

The Modify Allocation Overrides tool is used to to quickly add, delete, or modify the Account Number, Rule Property, Override Value, Override Date, and One Time values on allocation override records. These allocation overrides are added to UB accounts on the Allocation Override sub-tab of the Account tab of UB Account Maintenance. Click here for information about Account Maintenance.

 

Step by Step

 

1     Open the Modify Allocation Overrides window (UB> Utilities> Modify Allocation Overrides).

 

2     Search for existing Allocation Overrides. 

 

  • The search fields are used to filter the displayed allocation overrides in the data grid below.
  • Enter a Customer Number or use the field search button to select one from a list to display allocation overrides associated with a specific UB account.
    • The Customer Sequence field will populate based on the Customer Number selected.
  • The Override Date From and Override Date To fields are used to filter the displayed allocation overrides by the Override Date entered on the original override.
  • The Rule Property drop-down menu is used to filter the allocation overrides by a specific billing calculation property. Click here for information on Billing Calculation Maintenance.
  • The One Time drop-down menu is used to filter the allocation overrides by the status of the One Time toggle on the original override.
  • Click the Search button to filter the results.

 

3     Add, edit, or delete Allocation Overrides. 

 

  • The data grid will display all the allocation overrides that meet the search criteria entered above.
  • Click ADD to add a new allocation override.
  • Click DELETE to delete a selected allocation override.
  • Use the Account Number field to select an account number for a new allocation override.
  • Enter an Override Value to specify a numerical value that will be used in place of the value on the original allocation override.
  • Enter an Override Date to specify an end date for the Override Value just entered. Once that date is reached, the original value from the original alloction override rule will be used again.
  • Check the One Time toggle if the new allocation override rule should only be used the one time the new Override Date falls into a billing cycle.
  • Click the Save button to save the modified allocation overrides.