The Description of Page section below simply describes the fields on this page. Refer to How To Cancel / Rebill A Bill Segment for instructions describing how to regenerate this information if the bill segment is incorrect.
The Calc Lines page contains information about the bill calculation lines produced when the system generates the bill segment. These lines are the source of the details printed on the taxpayer's bill. Open and navigate to the Calc Lines tab to view this information.
Most obligations use a rate to calculate the information that appears on this page. Refer to How Rates Affect The Information On Bill Segments for more information.
Description of Page
Bill Seg Info is a concatenation of the bill segment's division, obligation type, status, bill period and amount. Bill Segment ID is the system-assigned unique identifier of the bill segment.
The Bill Segment Header scroll contains one entry for every version of the rate that was used to calculate the bill segment's lines. Because most bill segments use a single rate version, you typically only see one entry in the scroll.
The following information is displayed above the bill calculation line grid.
Sequence will be 1 unless multiple versions of the rate were in effect during the bill period. If there was more than one effective rate version, there will be a separate set of calc lines for each version applied. The lines that apply to the first part of the bill period would have a Sequence of 1, the lines for the next part of the bill period would have a Sequence of 2 and so on.
Start Date - End Date is the portion of the bill segment period that the calculation details apply.
Amount is the sum of the bill calculation lines in the grid.
Desc on Bill is summary information about the calculation details that will be printed on the taxpayer's bill.
Rate Version is the ID of the rate version and its effective date. This information only appears if a rate was used to calculate the charges.
The calculation lines grid is a snapshot of how the system calculated the bill segment amount. One row exists for every calculation involved in this process. This information is for audit purposes only and may not be modified. The following information is displayed in the grid:
A drill down button appears in the Calc Line Char column if the bill calculation line has characteristics. The Char column only appears if at least one of the calculation lines has a characteristic.
Sequence is the system-assigned unique identifier of the calculation detail row.
Description on Bill is the information about the bill line that appears on the taxpayer's bill.
Calculated Amount is the calculated amount associated with the bill line.
The Print switch controls whether information about this line will print on the taxpayer's bill.
The Appears in Summary switch defines if this line's amount also appears on a summary line. This switch plays a part at bill print time - those lines that appear in a summary print in the left dollar column, those that don't appear in a summary print in the right dollar column.
The system automatically populates this switch as follows:
Bill segments created by applying a rate have this switch turned on if the corresponding rate component is summarized on a summary rate component.
Bill segments created from billable charges use the value of this switch as defined on the billable charge. Refer to Maintaining Billable Charges for more information.
Unit of Measure (UOM) is the unit of measure of the rate quantity priced on the calculation line.
Time of Use (TOU) is the time-of-use code of the rate quantity priced on the calculation line.
RQI is the rate quantity identifier of the rate quantity priced on the calculation line.
Billable Rate Quantity is the quantity priced on the calculation line. This quantity will be different from the measured quantity is there are RQ rules in effect.
Base Amount is used by calculation lines (e.g. taxes) that are cross-referenced to other calculation lines and whose value(s), therefore, depend on the amounts calculated by those other lines. The Base Amount shows the total amount derived from the cross-referenced line(s) that the current line then used to calculate its billed amount.
Rate Comp Seq refers to the sequence number of the rate component on the applicable rate version that was used to calculate the line.
Measures Peak Qty is checked if the UOM priced on the calculation line is used to measure a peak quantity.
Exempt Amount is the amount of the calculated charge that the taxpayer doesn't have to pay because they are tax exempt.
Distribution Code is the distribution code associated with the calculation line. This distribution code is used to build the general ledger details on the bill segment's financial transaction.
Description describes the characteristic value that was used when the line's amount was calculated. This information is only displayed if the line was calculated using a rate factor (because only rate factors use characteristic values). Refer to An Illustration Of A Rate Factor And Its Characteristics for more information.
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