How to create NC Discovery Bills

Description of Issue

How do I create discovery bills?

Context

Cause

Resolution

Add a new record

Navigate to Property Revenues > Property Tax Billing > South > North Carolina > Subsequent Billing and Corrections > Subsequent Billing
Select Add from the Ribbon
Select Discovery from the Bill Type drop down
Provide the AR category, Tax Year, Cycle, and Property
Set the following fields:
- Update current
- Inactivate current
- Update working
- Add to selective bill print

Adding Values

Select Values from the Ribbon, then Add from the Values screen
Populate the Value type, Levy year, Class code, and Value Information, then Accept to save
Repeat the process to add all values for all years of the discovery bill

Review Charges

Select Charges from the Ribbon
Default charges should have been added based on default jurisdiction. Select Add from the Ribbon to add additional charges

Bill Post

GL Post

Select GL Post from the Ribbon to select and post bills to the General Ledger, and bill post if needed
Populate the Year, AR category, cycle, bill type, and Ownership fields on the Subsequent Billing - Process Settings screen
Select all bills to GL post
- Shift + right-click can be used to select individual records from the list
- Ctrl + right-click can be used to select a range of records from the list
Select Post from the Ribbon once desired records have been selected
Select Yes to the message Do you wish to generate AR?
Specify the Effective Date for the GL Journal
Select Yes to the message Are you sure this GL year / period is correct?

Additional Information

Knowledge Assistant