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How to setup customer delivery method overrides
How to setup customer delivery method overrides
Description of Issue
How do I setup a delivery address override for a customer?
Context
- Munis
- Accounts Receivable
- UBCIS
- Customers
Cause
Resolution
For General Revenue Customers
- Open General Revenues > Accounts Receivable > Setup > Customers
- Search for the desired customer record
- Navigate to the DELIVERY METHODS tab
- Select Delivery Methods from the ribbon to open the Delivery Method Override page
- Select Notification Type, Delivery Address, Category (Bill), and Property (if applicable)
- Fill out the Mail To grouping to provide alternative mailing addresses for bills
- Fill out the Email To grouping to provide an email address for correspondence
- Accept to save Delivery Method override
For Utility Billing Customers please use the Alt Billing Address tab in Utility Billing Customers to achieve the same functionality for Utility Billing Bills
- The Utility Billing Customers can be accessed from Utilities by clicking on the desired customer name then View/Modify Customer or from Tyler Menu > Property Revenues > Utility Billing > Master Programs > Utility Billing Customers
- If accessing from Utilities the desired customer information will already be populated in Utility Billing Customers
- If accessing from the Tyler menu use the following steps to search for the desired customer
- Search
- Populate Account and Customer ID
- Accept
- Select ALT BILLING ADR from the available tabs
- At the bottom of the screen there will be buttons for Add, Update, Delete. select ADD
- Populate the ADDR # with the delivery address number from the Customers program or use the field help ellipses to view a list of available delivery addresses for the customer.
- Enter Start Month and Stop Month
- Accept
Additional Information
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