Billing > Utility Billing > Billing > Bill Run Wizard > Delinquent Report/Late Charges

Recent Changes: 
6.219 - Added functionality to "Always apply delinquent fees" to be added to a customer with a valid agreement.

6.204 - Modified the process to use the Alternate Mail Address, from Enter/Edit UB Customer, if the address is active and the delinquent date is within the range set there

6.192 - Included an update to the Budget Billed Amount when updating charges  

6.176 - Added a second data pull for when Budget Billing is activated   

6.172 - Modified so that only transactions with transaction code flagged to 'Print transaction on cut off notice' will be  pulled in the  Delinquent notice export for Arista. 

6.159 - Modifications to the query when "Include accounts with selected delinquencies only" to help improve processing time.

6.136 - Added a filter to the data pull to eliminate any customers with a zero balance or less as of delinquent date. 

6.131 - Added logic to create OCR Scan information for delinquent notice type 'Arista Delinquent Notice'.

6.129 - Added fields needed for the new standard 'Arista Delinquent Notice' export which gets created when creating an export file for notices.

6.101 - Fixed a bug which wouldn't pull in accounts correctly in certain circumstances when using the aging functionality

Refer to bottom of page for changes prior to version 6.100

Introduction

This part of the wizard allows the user to print delinquent notices and update late charges which will post penalties onto customers account.

Explanation

Late Charges

Bill Date / Delinquent Date - If the system setting, past due amounts based on current charges for bill date, is turned on, this date is the bill date. Otherwise, a user can select the delinquent date.

Minimum / Maximum - Range of current balance OR subject to penalty balance to report delinquency on.

Delinquent Options

Print address to report - Prints service address on report
Print bill-to address on report - Print billing address on report
Omit customers flagged for omit penalty - Any customer marked as omit from penalty will not receive a delinquent fee. Check this option to exclude showing these customers on the report.
Include Pending Final/Finalized - will include, otherwise, does not include
Include total account balance on report - This option is only applicable for the Print delinquent labels instead of report option. When checked, the current account balance will be included on the delinquent labels.
Compute penalty on current charges by delinquent date - This option includes any charges made after billing, but on or before the delinquent date.
Include accounts with selected delinquencies only - This option allows users to specify delinquency ranges to include on the report. Ranges include 0-30, 31-60, 61-90, 91-120, over 120, or All Values

Penalties

Update late charges - Select this option to create late charge transactions for the delinquent customers selected in this bill run. No late charge transactions will be created if a customer location is flagged omit penalty. If checked, will post penalties to customer accounts upon clicking print preview. This will finish this section for the bill wizard. A user will NOT be able to run penalties again unless the system option to allow multiple penalties to be run is checked.

Transaction date - Date to use when creating late charge transactions. For transaction codes that are not printed on the bill, use the billing date. This is the posted transaction date that will be used for late charges.

Transaction code (or Default transaction code) - This is the posted transaction code that will be used for late charges. When using service types, this becomes the default transaction code which will be posted to if a transaction code does NOT have a service type set.

Delinquent Configuration is used

These settings are defaulted on this screen and allow the user to override them.

Delinquent Amount - Essentially a flat fee. This amount will be the delinquent amount added to the subject to penalty balance
Delinquent Percent- A percentage of the subject to penalty balance will be calculated to come up with the delinquent amount
Greater of: Amount or Percent x Outstanding Balance - the greater of the two will be chosen. For example, if "amount" is higher than "percent", then that will be used. Otherwise, percent will be used
Amount + (Percent x Outstanding Balance) - this will combine the penalty calculation for amount and percent.

Service Types is used

Charge type - choose to calculate service type penalty based on initial or additional.

Delinquent Notices

​This section changes depending on customer set up. A user can print customer delinquent notices, export notices through various file standards or just a mailing label. A few options are available depending on the system setting selected are self-explanatory

The data generated for the notices will be stored in a historical table which can be viewed from the Delinquent Notice History Report

Print delinquent notices - Select this option to print the delinquent notice report configured in the UB System File > Special > Delinquent notice option.

Notice date
Payment due date
Cut-off date
Hearing date/time

Reference

Changes Prior to Version 6.100

6.74 - Added distribution processing to catch anything that has yet to be processed prior to running the report

6.67 - Changed the data pull to pull the service address from the location.

6.66 - Changed the logic for the transaction code drop down box to only include charge type and adjustment type codes. Previously all types of UB transaction codes were included.

6.57 
- Added option to select different delinquent ranges.
- If 'Different delinquent notices for range groups' is checked in the 'Delinquent Processing' tab of the UB system file and 'Include accounts with selected delinquencies only' is checked, separate delinquent notices will be issued for each group based on the configuration in the UB system file.
- Added Hearing date/time for delinquent notices
- If 'Print delinquent notices' is selected, the system will save the delinquent notice data to a historical table which can be viewed in the new Delinquent Notice History Report

6.09 
- The Delinquent/Late Charge report will now display the account balance as current account balance + late fee.  All delinquent notices will show the current account balance
- Customers marked with omit penalty will no longer create late fee transactions when the Omit customers flagged for omit penalty is unchecked an the Update late charges option is checked.

6.01 - Made a modification to include current, unbilled charges when the "Compute penalty on current charges by delinquent date" option is checked. The system, previously, was not included these unbilled charges in the delinquent amount.