Description of Issue

While updating a service, user is encountering the message Allocation code is required

Context

UBCIS
Services
Utility Billing Customers

Cause

This message indicates that the customer is set up for internal billing in the Utility Billing Customers program. An allocation code is required on each service in the Services program for internal billing customers.

Resolution

If the customer should not be set up for internal billing:

Navigate to Property Revenues > Utility Billing > Master Programs > Utility Billing Customers

Click Update
Uncheck the Internal bill checkbox
Click Accept

If the customer should be set up for internal billing:

Navigate to Property Revenues > Utility Billing > Master Programs > Services

Click Search
Populate the intended Account and Billed customer ID
Click Accept
Click Update
On the Additional tab of each service, populate an Allocation code in the Internal bill section
Click Accept

Additional Information

When a customer is set up for internal billing, newly created bills are automatically paid during the Generate AR process of a Bill Run according to the Allocation Code assigned to the service

Add Allocation Code

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