Differences

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--- assessor:rebates:add_a_rebate [2021/07/26 14:05 UTC] – samuel
+++ assessor:rebates:add_a_rebate [2021/07/26 14:25 UTC] – [Entering Owner Information] samuel
@@ Line 1: / Line 1: @@
+======Adding a Rebate======
+=====Opening "Add Rebate" Form=====
 To add a rebate, you must first open the "Add Rebate" form.
@@ Line 9: / Line 12: @@
 \\
+. The following form should appear:
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/0c525db0-4a31-4fb0-b023-1ec535665320-01.png?width=500}}\\
+=====A Look at the "Add Rebate" Form=====
+Let's take a look at the "Add Rebate" form and all of its fields.
+**The Red Section:**
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/4d20ad97-8ff0-4e41-b07f-2d96e7fb25d0-01.png?width=500}}
 \\
+The "red section" or top section of the form contains the following:
+  * A field to input the property owner's control number
+  * The start date (effective date) of the rebate
+  * An uneditable end date that is calculated based on the next assessment, next tax period, or if the parcel has been eliminated/merged.\\
 \\
-. The following form should appear:
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/0c525db0-4a31-4fb0-b023-1ec535665320-01.png?width=500}}
+**The Blue Section:**
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/5db84713-7d58-47ab-9275-0deae33854ff-02.png?width=500}}
+\\
+The "blue section" or lower section of the form contains the following:
+  * A matrix that stores the Original, Corrected, and Reduction amounts of the assessment that a rebate is being created on.
+  * Within the matrix, two corrected value fields: one for corrected land value and one for corrected improvement value.
+  * A field to input the reason for the rebate.
+  * An "Add Rebate" button (cannot add the rebate until all fields on the form are filled).
+  * A "Cancel" button (closes the form).
+\\
+=====Entering Owner Information=====
+Let's add a new rebate.
+. Enter a Control Number into the "Control #" field.
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/3c5732c1-367d-4d4a-b9e3-58a718544ac5-01.png?width=500}}
+\\
+. Enter a Start Date into the "Start Date" field. For this demonstration, let's imagine a rebate needed to take effect starting at the beginning of the 2015 municipal tax billing year.
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/ae1e8ee9-dbd8-4dba-9eee-81f0bdc09ae1-02.png?width=500}}
+\\
+. Press Enter and the current assessment information will load into the form:
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/51b02fb8-41b6-4e7a-aeb0-95ed64f1ca56-03.png?width=500}}
+\\
+=====Original Assessment Information=====
+Let's analyze the information the "Add Rebate" form displayed.\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/14377b1c-726e-454f-94f8-c42e1566223b-01.png?width=500}}
+\\
+**In the Cyan Box: **The property owner(s)' full name.
+**In the Yellow Box: **The date and reason of the current assessment the rebate is taking effect on (in this case, the property owner's house whose assessment took effect on 7/1/2008).
+**In the Purple Box: **The current assessment's end date and the reason for the particular end date (In this case, the end date for the current assessment is 6/30/2016 because the software found a new assessment effective as of 7/1/2016 for the addition of a wood deck).
+**In the Red Box: **The original land and improvement assessment values and their total sum.