Bill Numbers

Navigate: Tax > Levy Management > Setup > Bill Numbers

Description

Bill numbers are assigned during tax roll processing [and corrections]  based on revenue object criteria specified for different settings. For example, you can add a certain prefix to all bill numbers with the real property roll type.

A default bill number setup is provided with Aumentum, and you can create as many additional setups as you need on the Define Bill Number Setup screen. The default bill number is comprised of an optional text prefix, then a sequential number. The bill number length controls the final length of the numerical portion of the number.  The number is left padded with zeroes to make the number of digits match the number specified in the bill number length field.  After that, the prefix is prepended to the string.

For example, a prefix of blank, a bill number length of 6, and a bill number of 250 would generate a bill number of 000250. A prefix of ABC, a bill number length of 6, and a bill number of 250 would generate a bill number of ABC000250.

During tax roll processing, the system considers each override setup in a specified order, and when a revenue object matches the criteria of one or more setups, it is assigned bill numbers based on the first setup encountered. Whenever a revenue object does not match the criteria for any of the override setups, the default setup are used.

Steps

1. Select the default setup or an override setup to edit or create a new override on Add or Edit Bill Number Setups.

2. Enter the bill number settings on the Define Bill Number Setup screen, and define allocation of rounded charge amounts on the Maintain Rounding Allocation screen.

NOTE: The starting bill number cannot be larger than the ending bill number.

Prerequisites

Levy Management

• Tax Authorities - Set up the tax authorities and tax authority funds for allocating rounded charge amounts among bills.

Configuration Menu

• Criteria Groups - Criteria groups must be set up before setting up override bill number setups.

Other Sources

• The default Bill Number Setup needs to be bootstrapped into the database.

Dependencies

You must set up bill numbers before the Bill Number Assignment step of Tax Roll Processing.