Define Bill Number Setup
Description
You cannot change certain settings for default bill number setup. However, you can change the name, description, prefix, starting and ending bill numbers, and if necessary, the rounding settings. If you select multiple setups on the previous screen, the first one is displayed and the others are available in the work list.
NOTE: The starting bill number cannot be larger than the ending bill number.
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.
IMPORTANT:
To use a supplemental bill number setup, you will need to set the
Use consecutive bill numbers application
setting. Aumentum looks at the override schedules if this application
setting is set to false. When set to true, everything uses the default
schedule so that all the bill numbers generated are consecutive. If set
to false, Aumentum uses the override schedule. To set this, go to Configuration
> Application Settings > Maintain
Application Settings, set the Effective
date and choose the Sort by
module of Levy. Click Edit on
the application setting Use consecutive
bill numbers and set it to either true
or false, as appropriate for the
task and your jurisdiction.
SETUP: See Levy Management, Levy Management Setup, and Bill Numbers for any applicable prerequisites, dependencies and setup information for this task.
This particular screen displays the options available for an override setup:
Jurisdiction Specific Information
Steps
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Enter or edit the Setup name and a Description.
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Enter or edit the Prefix (up to 3 characters) to use at the beginning of each bill number,
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Enter the Starting number and Ending number (starting number/ending number in which an override setup should be considered. When bill numbers are assigned in tax roll processing, the various override setups are considered in the specified order. When a revenue object first meets the criteria for one of the setups, it will be assigned to that setup.
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Enter the Bill number length.
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Determine how charges should be rounded on the bill. For more information, see About Rounding below.
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Select the checkbox if you want to Apply rounding to specials (assessment charges). When the Apply rounding to specials option is selected and special assessment charges exist on the bill, they are added to regular charges to arrive at the total amount to be rounded.
NOTE: If you do not select this option and special assessment charges are included on a bill, the will be added to the total amount after the regular charge are rounding, possibly resulting in an uneven total amount.
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Special assessment charges can be included or excluded from rounding, but cannot have a separate rounding rule from regular tax charges on the same bill. If you exclude specials from rounding, they will be added to the total bill amount after any other rounding, which may result in an odd amount. However, you could have separate bill number setups for regular tax authorities and for special assessment authorities by using criteria groups.
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The rounding allocation lets you specify how much of the difference between the original calculated amount and the rounded amount go to which fund(s). For example, you could allocate half of the additional amount to go to the county general fund and half to go to the school general fund.
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Click Funds to select the tax authority funds to which the rounding amount (above the actual charges) should be allocated on the Maintain Rounding Allocation screen.
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Enter the criteria, if applicable, that determines which bills to use an override numbering setup.
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Enter the Minimum bill amount and Maximum bill amount. The setup is not used for bills with amounts outside this range. When you create a new bill number setup, the minimum and maximum amounts default to 0 and 999999999 (nine 9s), respectively. Keep this maximum amount if you want to include the highest possible bill amount. If you enter a larger number, you will get an error.
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Select the checkbox if you want to Include special assessment charges in determining which bills are within the range.
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Select a Criteria group for an override setup, if necessary. These criteria groups are set up in Configuration and define the characteristics of revenue objects for which this bill number setup will be used. Click the Details button to select a different criteria group and to view more details about the group.
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Select the Value type criteria group.
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Click Save to save the bill number setup.
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Click List to return to the Add or Edit Bill Number Setups screen.
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Set up for Rounding on Exempt Parcels with Special Assessments
NOTE: When rounding on exempt parcels with special assessments, to avoid creating LNTC tax on exempt parcels, you can define a Bill Number Setup by Value Criteria Group. See Bill Numbers for details. To do this:
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Go to Tax > Levy Management > Setup > Value Criteria > Add or Edit Value Criteria Groups.
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Click Add to set up a new Value Criteria.
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Enter a Value criteria group name and click Add.
Note: Make sure the Required value type criteria checkbox is selected. Make sure the Exclude results based on criteria checkbox is selected. -
Select the Value type roTMV - RO TMV Total.
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Enter aValue amount fromandtorange.
Note: Enter a value range of, for example, 0to 0.0010; The maximum value cannot be 0. 0. -
Click UpdateandSave.
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Next, go to Tax > Levy Management > Setup > Bill Numbers > Add or Edit Bill Number Setups.
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Select the applicable Effective year. Click Edit for the Default setup.
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Define the Starting number and Ending number, click Save, and click List.
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Click New on the Add or Edit Bill Number Setups screen. Verify you have selected the correct Tax year and click OK.
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Enter a Setup name and Description.
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Enter a Starting number of, for example, 50000001 and an Ending number of, for example, 99999999.
Important:
Bill Number Schedules cannot have overlapping Bill Number Ranges.
Optional Bill Number ranges could be 1 - 50000000 for the Default
schedule, and 50000001 - 99999999 for the new bill number setup. -
Select the Roll Process of Tax Roll Processing.
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Define the Process Order.
Note: Process Orderis the order that the Override Bill Number Setup would run. The default will always run last. -
Click the Common Action Criteria Group Setup to create a new group for roTMV - RO TMV Total.
Note: Make sure the Apply Rounding to Special checkbox is not selected (unchecked). -
Select to round to the Nearest Penny.
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Define the Min bill amount of zero (0) and the Max bill amount of 999999999.99.
Note: Make sure the Include special in range checkbox is selected (checked). -
Select the Value type criteria group you created for roTMV - RO TMV Total.The Details panel displays the details.
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Click Save.
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Click Close to end the task.
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Common Actions
Select Setup Criteria Group on the Common Actions menu to set up criteria groups which define the characteristics of revenue objects that will be assigned to a bill number setup.
About Rounding
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Tax calculation always rounds Charges to the nearest penny at the fund level.
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Special assessment charges can be included or excluded from rounding, but cannot have a separate rounding rule from regular tax charges on the same bill. If you exclude specials from rounding, they will be added to the total bill amount after any other rounding, which may result in an odd amount. However, you could have separate bill number setups for regular tax authorities and for special assessment authorities by using criteria groups.
-
The rounding allocation lets you specify how much of the difference between the original calculated amount and the rounded amount go to which fund(s). For example, you could allocate half of the additional amount to go to the county general fund and half to go to the school general fund.
Tips
Bill numbers are limited to 16 characters including the prefix.
Aumentum will not allow you to create an override bill number setup with bill numbers which fall within the range of bill numbers for the default setup.
Use the work list tab 
on the sidebar to select another setup to
maintain.
recommend setting up earliest year you'll be generating bill numbers for and go forward