UB> Maintenance> Cycle Code

UB Cycle Code Maintenance

 

Summary

 

The Billing Cycle Maintenance window is used to create and maintain billing cycles. A billing cycle is a group of UB customer accounts that should be billed in the same billing batch. When billings are generated (UB> New Billings), the new billing is generated by billing cycle. Billing cycles are also used in Past Dues, Winter Averaging and the Budget Billing process.

 

Billing cycles are attached UB customer accounts when they are created using the New Account Wizard and you can view or modify the billing cycle attached to a UB customer account in the Account Master Maintenance window (UB> Maintenance> Account> Account tab> Account sub-tab> Billing Cycle field).

 

Many of the UB module reports can be filtered by billing batch. The AR Totals by Cycle Report (UB> Reports> AR Totals By Cycle) and Aging Reports (UB> Reports> Aging) will display the outstanding balances on customers by billing cycle. The Account Master Report (UB> Reports> Account Master) and Accounts By Service Report (UB> Reports> Accounts by Service) will display UB customer information filtered by billing cycle. The Transactions by Date and Trial Balance by Date reports will display transaction information filtered by billing cycle.

 

Related Links

 

Click here for information on the New Account Wizard.

 

Step by Step

 

1     Open the Billing Cycle Maintenance window (UB> Maintenance> Cycle Code). 

 

  • The Billing Cycle Maintenance window lists all of the billing cycles created in the application.
  • Click the Delete icon to delete a billing cycle. If there are customer accounts attached to the billing cycle you will not be able to delete it.
  • Click the Modify icon to open an existing billing cycle.
  • Click the Create icon to create a new billing cycle. This will open the Update Cycle Code window.

 

2     Create a new cycle code. 

 

  • Enter a Billing Cycle Code. The billing cycle code can be up to three numeric digits long. You cannot enter letters into this field.
  • Enter a Description that pertains to the billing cycle. The Description can be up to 40 alphanumeric characters long.
    • Some customers enter the meter route numbers or section of the town the billing cycle pertains to in the Description field.
  • Enter a Period End Date.
    • The Period End Date will default to the current date when creating a new cycle code, but it should be the day prior to the start date for the next billing period.
      • For example, if the new cycle is going to start billing on 6/1/2019, the period end date should be 5/31/2019.
    • Once a cycle is billed and committed in the New Billing Process (UB> New Billing), the Period End Date field will automatically update based on the Period End Date that was input during the generate step of the New Billing process.
  • Enter the Days in Period.
    • The Days in Period field defines the number of days in the billing cycle.
  • Click the Save icon to update changes.

 

3     Add UB customer accounts to the billing cycle. 

 

  • After a cycle code has been created you can add a UB customer to the billing cycle (UB> Maintenance> Account> Account tab> Account sub-tab> General section> Billing Cycle field).