Setting Up Bill Print Groups

Bill print groups allow you to categorize an account's obligations into groups for bill print purposes.

Note:

Bill print groups are optional. Typically, only accounts with many obligations will use bill print groups because the standard bill print priority is sufficient for accounts with a limited number of obligations. Refer to Obligation Type - Billing for more information about the standard bill print priority.

Let's use an example to clarify the bill print group concept. Consider a local government's account. This account would have many obligations (some for the police department, others for the court system, others for the department of public works, etc.).

If you don't create a bill print group for this taxpayer, their bill segments will be printed in the order dictated by each segment's obligation's obligation type's bill print priority. If you create a bill print group for this taxpayer, you can define the taxpayer's desired categories (e.g., police, courts, DPW, etc.) and then link each of the account's obligations to the appropriate category.

Note:

Nomenclature. We refer to the categories under a bill print group as "subgroups". A bill print group can have an unlimited number of subgroups. When you create a subgroup, you define its relative bill print priority and the associated verbiage to print on the bill (assuming you print information about the subgroup on the bill).

We'd like to highlight the following characteristics of bill print groups:

CAUTION:

Important! While the system supports the definition of bill print groups and the categorization of an account's obligations into the various subgroups, the base package's bill print extract does NOT take advantage of this information.

The topics in this section describe how to set up a bill print group and how to link an account's obligations to its subgroups.

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