How to process Utility Billing Change Accounts

I need to change the account number for an account

• Enterprise ERP (Munis)

• UB CIS

• UB Classic 

Informational, How To change account number

We DO NOT recommend sites run this program, if it is something you want to do, you MUST complete this process in TRAIN first.

1. Navigate to UB CIS: Property Revenue-> Utility Billing-> Special Processing->Critical Process-> Change Accounts

2. Navigate UB Classic: Property Revenue > Utility Billing > Setup > Utility Billing Change Accounts  

3. Both UB Classic and UBCIS

This program will only impact one account at a time and there are a few items that will need to be considered before doing so. 

• Test this in a refreshed TRAIN environment. 

• There can't be anyone else in the system during this process (you'll see a warning pop up as you access the program indicating this).  

Once the process is complete for the one record you'll also want to do some testing to verify things were processed correctly;

• Try to bill the account

• Make a payment a bill adjust

• Visually verify the account# is showing correctly in account history, event history, receipt inquiry etc... 

Once testing and verification have been completed, you will need a full backup and a refresh of TRAIN before processing live.