101-ub-bp-006

Utility Billing Batch Process – Post to Accounts Receivable (A/R)

Version 6.0 and Version 6.1 – (*In Development – Specifications are subject to modifications)

Overview

The Utility Billing sub-system provides the posting to A/R batch process. The process will load A/R records and generate G/L entries for accounts for which a tentative posting has been performed.
NOTE: Additional details will be provided as development is finalized.

What’s New!

As new features are introduced into the Utility Billing module, they will be indicated below. For more information, see the Utility Billing Module Map or contact Harris Govern R&D.

Related Topics

Utility Billing Module Overview
Utility Billing Module Map
Utility Billing Account Maintenance

NOTE: *In Development – This module is under development and as such, specifications and feature sets are subject to change.

 

 

101-ub-bp-006

 

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UB Batch Process – Copy to Year

Utility Billing Batch Process – Copy to Year

Version 6.0 and Version 6.1 – (*In Development – Specifications are subject to modifications)

Overview

The Utility Billing sub-system provides the posting to A/R batch process. This function is used to copy data from one year to the next. The system will create the new Utility Billing Services and all related Codes from the current year displayed to the year entered.
NOTE: Additional details will be provided as development is finalized.

What’s New!

As new features are introduced into the Utility Billing module, they will be indicated below. For more information, see the Utility Billing Module Map or contact Harris Govern R&D.

Related Topics

Utility Billing Module Overview
Utility Billing Module Map
Utility Billing Account Maintenance

NOTE: *In Development – This module is under development and as such, specifications and feature sets are subject to change.

 

 

101-ub-bp-007

 

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What’s New in v1706

What’s New in Release 1706

Version 6.0 and 6.1

OpenForms Technology & Standard Features

Technology

Technology .net Framework

Framework 4.6 and Crystal Report Run Time (13.0.20)

  • [GA 6.1.1706] The framework used was upgraded to 4.6. For this reason, it will be mandatory to re-install the Crystal Report Run time pack for versions 6.0 and 6.1 (1706).V6.0.1611 or less = 13.0.12 otherwise, 13.0.20. IMPORTANT: Reports will not function without installing the new pack. The installation package must be run locally.
NOTE: When upgrading to 6.1.1706, it is suggested to delete and recreate the indexes in the Verify Database process, and to run the process again for a second time afterwards.

Standard Features & Functionalities

 

Read More...

Workload Manager

Email Communication with Templates

  • [GA 6.1.1706]

Multimedia Scanning Queue

  • [GA 6.1.1706] 101-wm-frm-015 – 20428

 

Global messaging (unverified)

  • [GA.6.1.1706] changes to std-fea-008 and Editor 103-ed-010 – verify if standard

Standard System Components

Treeview

  • [GA.1706] A new right-click context menu was added to edit and remove a data set record in version 1611. For more information on the Treeview, see 101-std-fea-005
  • [GA.1706] New standard treeviews were added for Workflow Management by name and by parcel id. It will show the number of workflow records in brackets associated to the name or parcel listed.

 

Dynamic System Queries

  • 6.0 (1611) Changes made to the behavior of searches with the field masks (i.e. telephone numbers) as well as the behavior when some search fields are not filled in (i.e. search on street without a house number) #21227
  • Take care and enjoy your little friend
    New System queries for dynamic searches added for the Workflow module

Modal Form option (View Query Link)

  • 6.0 (1611) It is now possible to open a form in a Modal mode where the Current Govern Ids are not modified. For instance, linking to a Name form from the Corporate Account View Query would modify the current Govern Name ID.
  • 6.0 (1611) A new parameter was added in the Generic Link Custom Control to open the form as Modal [OpenFormAsModal] and the new Modal option can be added in the View Query Custom Control [Link Modal Form].
    • Note: The view queries should be revised and modified where applicable to add the Modal option to the Link command.

 

Grouping in the Browse

  • [6.1.1706] #21492

 

User Administration – GNA Editors

General

  • 6.1 (1706) Continued Integration of the “Copy Data” button in all editors

Email Template Editor

System Validation Tables Maintenance

  • 6.0 (1611) In previous releases of OpenForms (4 & 5) and in Govern for Windows, special USER SECURITY was controlled by the ACCESS RIGHT column in table USR_USERFILE. This feature has been deprecated in OpenForms 6.0+ and is no longer available when setting up the users in (GNA) Parameters – User File Maintenance.
  • The Business Rule for System Validation Tables Maintenance:
    • FULL ACCESS available only to the GOVERN user
    • LIMITED ACCESS available to ALL USERS for the Modification of the ‘Do not show the validation code on the screen’ flag (VT_SYSTEM.INVISIBLE) for the CODES not in use by the customer

System and User Validation Tables

  • 6.0 (1611?) Filtering on the table HISTORY flag (Is History) so the codes listed as historical are not listed in the combo boxes
  • 6.1 (1706) French description removed by default from the Validation Table standard GNA form
  • 6.1 (1706) Continued Integration of COPY DATA button across the different editors

 

Batch Definition Editor

  • 6.0 (1611) It is now possible to copy a batch definition. However, it will not copy the report setup for the batch program.

 

A/R & Cash Collection

Delinquency Module by Parcel

  • 6.0.1611 Delinquency (DC) now works by PARCEL and Name #22343

AR Copy to Year

  • 6.1.1706 Can now be run as a batch process in Govern. For more information, see Batch Process AR Copy to Year 103-ar-bp-105

Changes to Check Imaging (not verified)

  • Check Imaging 17630 – verify is standard

Changes to Payer Name Data Entry

  • [6.0.1706] Allows creation of new payer name before the Save is completed
  • 6.0.1611 A change was made to the payment data entry cash collection form PAYER Name. When creating a new payer for a payment, it is now possible to configure the controller to open the Name and Address form directly. Requires configuration to existing forms.

New Standard Reports

Allow payment less than payment plan predefined amount

  • 6.0.1611. New form (OFD) security controller for the Cash Collection payments controller.

New feature to reverse a refund (AR Inquiry)

  • 6.0.1706 It is now possible to reverse a refund #22344

New feature to delete a deposit once it’s applied

  • 6.0.1611 Security option and functionality to delete a deposit

 

New feature Create Group Multi-Adjustments (All Years)

  • Loads all the years billing and adjustment transactions in order to select multiple transactions to adjust.
  • Reverses all the selected entries (negative amount if it was positive and positive amount if it was negative)
  • Creates unposted transactions. For more information, see Feature (101-ar-fea-020). This function can be secured in OFD (Allowed to all by default)

 

Business Tax (Self-Reported Tax)

Estimated Tax (Garnishment) Feature Changes

  • Changes in version 6.0 to the feature – For more information, see Estimated Tax (101-st-frm-008) #21151

 

Show AR for Filing or ST Account

  • New option ‘Display by Period’ on the filing form to display the Accounts Receivable for the Filing Period only or for the Self-Reported Tax Account (101-st-frm-002).

 

Mass Appraisal

Changes to Standard Rate Maintenance Screen

  • 6.1.1706 (see 22292)

 

Real Property Tax

TIF Feature

 

New Standard Reports

(GA) 1706 – Real Property Tax Reports

 

Workflow Management (Overview)

General

Workflow Actions

  • A new type of workflow actions have been added – on request (invoked by a user). With this type of action, a link will be provided to the user, with a predefined label.

The following new workflow actions have been added.

Workflow Activity Form

  • Will show full description

Standard Reports

The following standard reports are available in GA1706:

The Report Definitions for the following can be imported from the Forms.XML file (OpenForms Option)

System Options

GIS Integration

See MATIX System Option (203) for more details.

  • [6.1.1706] GIS Synchronization Batch Process Enhancement (101-pc-bp-003)
  • [6.1.1706] MATIX Configuration Enhancement (222-matix) #21625
  • [6.1.1706] MATIX – Add new ESRI Layer type for base maps #22150
  • [6.1.1706] MATIX – Add new “Direct Connection” option #22079

e-Govern

See eGovernment System option (201) for more details.
e-Payments – Enhancements

  • 6.0.1706 enhancements to Payment Data. For more information, see What New (201-all-egov-wnew) #17933

eGovern -New Security Option

  • 6.0.1706 Login Security # 20675

 

Mobile

See Mobile System Option (202) for more details.

Synchronizing Option

    • [6.1.1611] New synchronizing method for Workflow Management

Mobile Table List

  • [6.1.1611] Possibility to add the User Added Tables and Views to the list of objects to transfer to the Mobile.

 

 

100-wnew-v1706

 

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Upgrade Information

Upgrade Information

Overview

If you want to upgrade Govern for Windows to OpenForms 6.0

100-upgrade-ux-diagram.png
Govern for Windows Upgrade Path – Click to Enlarge

Read More...

100-upgrade-ux-table.png

If you are upgrading Govern OpenForms 4.7.4, 5.1 or 5.2 to OpenForms 6.0

If you are upgrading to 6.1

General Upgrade Path

100-upgrade-ux-table.png

See Also

 

100-upgrade

 

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What’s New in v1606

What’s New in Release 1606

OpenForms Technology

General

  • [6.0] Database Extraction Tool Functionality for Personal Property
  • [6.0] System Batch process that can be executed in GNA and Govern. Batch Process Definition will be created automatically by the Database Verification Utility.
    • MSGDatabaseStructure_SystemData.xml was added for Batch Process
  • [6.0] System Batch Process Audit Information
    • Default Parameter Audit Record entries for system collections were removed
    • Audit records labels can be added in a batch process : Can replace Step 1 and Step 2 information (needs to be specified when designing)

Technology and Architecture

  • [6.0] OpenForms Technology: New Margins Property
  • [6.1] OpenForms View Query: Ability to click on a link and load a different Govern ID. (developed to support Corporate Account)
  • [6.1] Create new reserve names parameter for standard organization Address and Logo
  • [6.1] History Toolbox
    • Ability to change the year regardless if there are records for the years
    • Tool Box displays information for name base profiles
  • [6.0] System Dictionary updated during the Verify Database for missing Business Entity Attributes.

 

Standard OpenForms Controllers

Read More...

  • [6.0] CO Generic Link Controller (Link to Names, Link to Parcels, etc.) without delete capabilities. The standard controller was changed to remove delete capabilities of the linked item for system integrity and a new controller was added with the Delete Capabilities. This was necessary since it some context, you do not want users to delete an existing link. Although security was applicable to the delete feature, it was changed to support system integrity business rules.
  • [6.0] Standard Create A/R Controller

 

Systems and Application Modules

Property Control / Name and Address

[6.0] Centralized ACH Information

  • Name and Address (101-na-frm-001)
  • ACH Information (101-na-frm-016)
  • Mailing Index (101-na-frm-002)

[6.0] Name Linking (101-na-frm-035)

  • New Link Type for ST Corporate Account

 

Miscellaneous Billing

The module is now available on OpenForms, GA Release 6.1.1606

  • [6.1] Mailing Index is now used for Misc. Billing Accounts to support the centralized ACH processing.
    • Created automatically (included in Control) – Miscellaneous Correction Script will create in the Verify Database Process.
  • [6.1] Account Maintenance
  • [6.1] Invoice Maintenance
  • [6.1] Recurring Invoice Maintenance
    • Command button to Open the list of available Invoices for the Account to create a new Recurring Invoice
  • [6.1] Batch Processing
    • Process Recurring Invoices
    • Post Miscellaneous Billing to A/R
    • Recompute Sales Tax
    • Copy to Year (Administrative Batch Process available to run in GNA and Govern)
    • Initialize Next Year Recurring Invoices (same)

 

  • [6.1] Administrative Functions (Parameters)
    • Account and Invoice Structure (SY REGISTRY)
    • General Parameters
    • Categories
    • Items
    • Recurring Batch Codes
    • Copy to Next Year
    • Initialize Next Year
    • Templates for Land Management Automation (Land Management Road Map)
  • [6.1] Reports
    • New standard Invoice Report

Mass Appraisal

  • [6.1] MA Tables Auto Select code when we only have 1 value available
  • [6.1] New Action Button to call the MA Compute for current parcel
  • [6.1] MA Table Feature – Ability to use a mask
  • [6.1] MRA OpenForm Reference modified to include the Overrides
  • [6.1] MA Compute: Add a parcel Range User Criteria in the Compute Batch Process
  • [6.1] MA Tables Select/Deselect All option to exclude value

 

Accounts Receivable and Cash Collection

  • [6.0] ACH Processing Implementation – Mailing Index start of implementation – to be continued in 1609
  • [6.0] Lock Box Processing

 

Self-Reported Tax & e-Gov

  • [6.0] New Corporate Account
  • [6.0] Filings Transfer Enhancement
  • [6.0] Create and manage digital (electronic) signatures
    • Add in setup in GNA to activate feature in eRemittance
    • eRemittance Preview WebControl to ask for password of eProfile
    • Account Selection modified to show Accounts by Mailing Index and allow to inactive access
  • [6.0] ACH Debit feature (turned on in GNA)

 

System Options and Third Party

The following changes have been made to optional systems and third party integration.

Matix GIS Integration

  • [6.1] Change Base Map On the Fly: It is now possible to change the base map to display directly in the viewer. (validate if 6.0)
  • [6.1] MATIX – Print Capabilities – Consume Image
    • Multimedia button in menu bar
  • [6.1] Free Hand Selection Mode is now functional
  • [6.1] New Selection Mode (Circle, Ellipse, Triangle)

e-Government

  • [6.0] Ability to capture and store bank information (including routing and account numbers) when checks are processed via lockbox and e-Checks. (validate if standard)

 

Payment Processor Forte

  • [6.0] New payment processor Forte introduced for Govern OpenForms 6.0.1606. Forte for eGoverment processes coming in 1609.

 

 

100-wnew-v1606

 

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100-USR-Registry

User and Machine Registry (USR_REGISTRY) Parameters

Version 6.0 – Version 6.1 (In Development)

User and Machine Registry

The KEY TYPE is used to identify USER and MACHINE registry parameters.
Key Type 1 = User ID registry, – IDENTIFICATION Code = User Id
Key Type 2= Machine registry – IDENTIFICATION Code = Machine Name
Payment Processors not updated

Cash Collection Parameters

Read More...

By User ID

Registry Type Section Name Key Name Key Type Identification CD Key Value Encrypted Action Notes
Cash Collection Cashier Cash Collection Cashier auto collapse MCR Group and AR Class Distribution 1 user id 0 or 1 0
Cash Collection Cashier Cash Collection Cashier search style 1 userid Style lookup 0 Default lookup group in Cash Collection Form VERIFY conditions
Cash Collection Cashier Cash Collection Cashier real estate up to installment 1 userid 1,2,3,4,t 0
Cash Collection Cashier Cash Collection Cashier self reported tax breakdown by periods 1 userid 0 or 1 0
Cash Collection Cashier Cash Collection Cashier show only accounts by balance 1 userid 0 or 1 0 A/R with a zero balance will not be displayed in the grid
Cash Collection Cashier Cash Collection Cashier year to collect 1 userid YEAR, 0 or null 0 If a year is entered, only A/R for this year will be displayed
default collection type Missing (credit card, cash, etc.)
Cash Collection Parameters Cash Collection credit card type 1 userid Table Lookup will need to use the new table CC TYPE
Cash Collection Parameters Govern allow Misc. Cash Receipts 1
Govern allow xxx Data Entry (Fee, Demand, Discount…) 1 Deprecrated
Govern bill validation verify
Govern cashier Id Text verify
Govern check validation
Govern credit card data entry Automatic/Manual Deprecated?
Govern default access type Table Lookup Property Control, Real Property, SRT, Name … Still in use?
Govern default cycle
Govern default payment data entry year
Govern display cycle code Deprecrated
Govern display fiscal year field Deprecrated
Govern display installment field Deprecrated
Govern print credit card receipt to verify
Govern print receipt log see roadmap
Govern receipt group 3 letter
Govern use cash drawer
Govern slip driver, font, etc. To be reviewed
Cash Collection Parameters Payment Data Entry deposit to be reviewed

By Machine

Registry Type Section Name Key Name Key Type Identification CD Key Value Encrypted Action Notes
Cash Collection Cashier Cash Collection Cashier cash drawer name 2 machine name EPSON TM-H6000IV Receipt 0 As shown in Windows Printer names
Cash Collection Cashier open cash drawer sequence 2 machine name 27;105 0
Cash Collection Parameters All the same section names and parameters as by User ID

 

 

100-USR-Registry

 

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WM – System & User Registry

Workflow Management – System & User Registry

Version 6.1

System Registry Parameters

Registry Filter: None
Year Filter: Not Applicable

Section Name Key Name Key Value Description
Workflow Management Inspection Form Select a Form The inspection form is called automatically from different areas of the system.
When this is the case, the form selected here will be displayed.
Workflow Management Template Form Select a Form Workflow models are created dynamically.
In addition, if a form template is entered here, a workflow form for the model will be created.

 

User Registry Parameters

Registry Filter: Workflow Management
Registry Key Type: User ID

Section Name Key Name Key Value Description
Workflow Management Autocollapse Completed Steps True/False When checked, the steps completed will auto collapse in order to facilitate scrolling and viewing large workflows.
Workflow Management Completed Activity Color Color Picker Used to select for the user the color to display completed activities
Workflow Management Initiated Activity Color Color Picker Used to select for the user the color to display activities that are initialized

 

All Module System Registry

For a complete list of System Registry Parameters
Click here

 

 

100-sy-registry-wm

 

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