{
  "schema": "mcsj-recipe-v1",
  "id": "pilot-billing-calculate-print-bills",
  "title": "PILOT Billing: Calculate & Print Bills",
  "module": "Tax",
  "source": "C:/Solutions/michel/knowledge/foster/mcsj_assets/tip_sheets/pilot_billing_calculate_print.json",
  "confidence": "source-compiled",
  "timing_target_seconds": 30,
  "requires_live_mapping": true,
  "short_answer": "PILOT billing is handled from Billing/Collections > PILOT. Confirm setup, calculate, get the billing reference, print the Billing Register, then print PILOT bills.",
  "steps": [
    {
      "phase": "navigate",
      "action": "Start in the PILOT module",
      "path": "Billing/Collections \u00bb PILOT",
      "note": ""
    },
    {
      "phase": "operate",
      "action": "Confirm setup",
      "checks": [
        "Cycle Maintenance has the needed year/period setup.",
        "Bill Format Maintenance has the correct format/message.",
        "PILOT Type is tied to the correct cycle and bill format."
      ]
    },
    {
      "phase": "operate",
      "action": "Calculate bills",
      "checks": [
        "Open PILOT Bill Calculation and select the PILOT Type ID.",
        "Enter the bill year/periods to bill.",
        "Use land credit, previous billing, prelim-year, and fee options only when applicable."
      ]
    },
    {
      "phase": "operate",
      "action": "Print proof",
      "checks": [
        "Use Transaction Inquiry or Bill Log Listing for the billing reference.",
        "Run the PILOT Billing Register with that reference number.",
        "Review the register before printing or sending bills."
      ]
    },
    {
      "phase": "operate",
      "action": "Print bills",
      "checks": [
        "Use Print PILOT Bills for the selected type, year, and period.",
        "Multiple PILOT types need the same bill format and cycle.",
        "Set up the PILOT payment code before taking payments."
      ]
    }
  ],
  "watch_outs": [
    "Do not recalculate established PILOT billing after payments or adjustments exist; use adjustments instead.",
    "Admin, county, and other fee fields add amounts on top of the PILOT calculation when selected.",
    "Land credit and reduce-by-previous-billing options should match the agreement and billing plan."
  ],
  "completion_contract": [
    "Use live chestervillagenydb only",
    "Verify record/batch ID before write",
    "Capture visible after-proof",
    "For batches, Save alone is incomplete; verify and Update/Post when applicable"
  ]
}