How do I set up a due date override?
Set up a collection code to override a due date. Another name for a due date override is a due date extension. You can set up a collection code to remove a collection code from a customer when the period/cycle is closed. You can also set up a collection code to push the due date assigned to a customer to a future date. This help topic will show you how to set up a collection code to use both of these options together, check the customer's account to make sure the due date extension is applied, and exclude customer's with a due date extension from penalty billing.
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Setting up a collection code for a one-time-only due date extension
Add a collection code that will extend the due date and then remove the collection code so the extension is only applied once to the customer. This example will show you how to set up a due date extension for 10 days.
Do this...
1. Open Connect Utility Management > Organization > Collection Codes.
2. Click New (CTRL+N).
3. Enter Due Date Extension - 10 Days in the Collection Code field.
Set up the collection code options that you would like to use on the due date extension.
4. Click to select the checkbox titled Remove When Closing Period/Cycle.
Remove When Closing Period/Cycle checkbox
5. Click to select the checkbox titled Override Due Date for x Days.
Override Due Date for x Days checkbox
6. Enter 10 in the field titled Override Due Date for x Days.
Override Due Date for 10 Days
7. Click Save (CTRL+S).
When you add this collection code to a customer, it will add ten days to the due date that is currently assigned and then it will remove this collection code from the customer.
Updated 07Feb2018
Setting up a collection code for a due date extension
Add a collection code that will extend the due date at the end of every period/cycle. This example will show you how to set up a due date extension for 10 days.
Do this...
1. Open Connect Utility Management > Organization > Collection Codes.
2. Click New (CTRL+N).
New button in Collection Codes
3. Enter Due Date Extension - 10 Days in the Collection Code field.
Collection Code for Due Date Extension - 10 Days
4. Set up the collection code options that you would like to use on the due date extension.
Collection Code Options for Due Date Extension - 10 Days
5. Click to select the checkbox titled Override Due Date for x Days.
Override Due Date for x Days checkbox
6. Enter 10 in the field titled Override Due Date for x Days.
Override Due Date for 10 Days
7. Click Save (CTRL+S).
When you add this collection code to a customer, it will add ten days to the due date that is currently assigned.
Updated 07Feb2018
Adding a due date extension to a customer
1. Open Connect Utility Management > Customers > Modify Existing Customers.
2. Use the Collection Code drop-down list on the Customer tab > Customer 1 tab to select Due Date Extension - 10 Days.
3. Click Save (CTRL+S).
The due date extension is applied to the customer's account. To make sure the due date is extended, use Customer Inquiry to look up the due date on the customer's account.
Published 16Nov2017
Calculating penalty billing and exclude customer's with a due date extension
Follow these instructions to stop penalty billings from calculating on customers who have been given a due date extension. You can use these instructions to exclude customers who have been given a due date extension from the delinquent notice and shutoff notice.
Do this...
1. Open Connect Utility Management > Customers > Calculate Penalty Billings.
2. Find the section titled Selection Criteria and the double-click it.
Selection Criteria
The Selection form displays.
Selection form
3. Use the Selection form to select Collection Code. Collection code, and then click OK.
Selection from with Collection Code.Collection code selected
4. Double-click ALL in the Value column.
All in the Value column
The Values form displays.
Values form
Click Operators and then select {< >} Is Not Equal.
{ < >} Is Not Equal Operator
The operator displays in the Values field.
{ < >} Is Not Equal Operator
Click the Search button at the end of the Enter Value field.
Search button on the Values form
Select the collection code with the due date extension.
Example: Due Date Extension - 10 Days
Collection Code for Due Date Extension - 10 Days
Click OK.
The collection code displays in the Enter Value field on the Values form.
Click Add to Values.
Values form with operator and collection code
Click OK.
The selection displays in the Value column.
Selection Criteria for omitting customers with a collection code for a due date extension from penalty billing
5. Click GO (CTRL+G).
The routine excludes customer's with a due date extension and calculates penalty for the remaining customers.
Updated 07Feb2018
Continuing a due date override
Extend a due date override that only extends a due date to the end of a period/cycle to extend the due date to extend the due date indefinitely.
Do this...
1. Open Connect Utility Management > Organization > Collection Codes.
2. Look up the collection code with a due date extension.
3. Remove the checkbox from the checkbox titled Remove When Closing Period/Cycle.
4. Click Save (CTRL+S).
The collection code will not remove the collection code at the end of the period/cycle.
Updated 09Feb2018
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