Miscellaneous Billing (MB) – Lien Transfer Batch Process

Specification Overview

Purpose

Run the batch Miscellaneous Billing Lien Transfer process to transfer outstanding balances from the Accounts / Receivable to the Real Property Taxation sub-system. This process will only transfer Balances from MB Accounts that have a parcel linked to it. The balances will be transferred as an Override Levy on the Parcel so it can be included on the next Property Tax billing.

Identification

Process Name: MB_LIEN_
Requirement Number: 16117

Records to be processed:

See Selection Criteria

Batch Processing:

The batch program can be scheduled to run periodically.
The transaction Mode “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default
Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

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Batch User Interface

The following parameters and options are available:

Selection Criteria

Year

Enter the year by which the records are saved.
Note: This field appears only if A/R Master by Fiscal Year is selected for the Miscellaneous Billing subsystem on the A/R General Parameters form in Govern Admin.

Minimum Balance Due

Enter the minimum balance due. Accounts with a balance due less than this amount are not transferred.

Billed Up to

Enter the last billing date that will be able to be transferred. Any invoices billed after that date will not be included.

A/R Class Code

Select an A/R Class Code from the drop-down list (Table: VT_USR_AR_CLASS) to be used to Add a Lien charge to the existing balance. The default amount in the AR Class code setup it used for the Charge. Would be nice to have a parameter to enter the Charge amount on the Batch screen.

Batch Variables

A/R Reason Code

Select a justification for the transfer, from the drop-down list (Table: VT_USR_ARREASON). This will be included in the AR_DETAIL records created on the MB subsystem for the credit charges.

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid.

On error, the misc. billing account id will be displayed in the message – to verify
For any error, double-click on the message to access the full text

Once completed, information will be displayed, that includes:

A unique batch audit ID
Application name and version, such as Govern Batch Processing, 6.0
Batch process name with any additional notes, such as parameters loaded
User ID
Date and time the process was started
Date and time the process was completed
Parameters and Options used
Total number of records read
Total number of records processed
Indication as to whether the process was successful or not

Lien Transfer Log
A log of Miscellaneous Billing Accounts Transferred will be generated.

Batch Processing (Technical)

Before Executing Subprocesses:

Select all parcel ID and frozen ID related to the year (or all year if none selected) the jurisdiction, or the neighborhood or the saved dataset if chosen.

Execute Subprocess

For each batch process

Error Reporting
In addition to the standard Batch Processing standard error reporting, any additional validations will be listed below:

Troubleshooting

The following is to help troubleshoot the batch process.

After changes, it is always best to compute for a single year and small dataset
The parcel id is listed in the error message
Turning on the Govern Diagnostic Tool
Turning on the SQL Profiler Tool (system administrator)

MB – Lien Transfer Batch Process