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Create a Note Code for Services

Create a Note Code for Services

Description of Issue

I see the Notes area in the Service program, but it asks for a Note Code. Where and how can I create Note Codes?

Context
  • UBCIS

  • Services

  • Utility Billing Miscellaneous Codes

Cause

Uncertain how to create a Note Code.

Resolution

Navigate to: Property Revenues > Utility Billing > Setup > Utility Billing Miscellaneous Codes

  1. Select Add

  2. For Code Type select RNOT

  3. Fill out remaining information.

    1.  Note Codes often have strict guidelines. Please ensure all guidelines are followed.

  4. Click Accept.

To test:

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

  1. If already open please Refresh the page or exit and re-enter program.

  2. Select Update

  3. Select the Notes tab

  4. In Note Code type in the Note Code or select the ellipsis to bring up the all Note Codes and select the Note Code.

Additional Information

Permissions must allow for User to enter programs and Add/Edit/Delete in these programs.