assessor:rebates:add_a_rebate

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assessor:rebates:add_a_rebate [2021/07/26 14:20 UTC] – [A Look at the "Add Rebate" Form] samuelassessor:rebates:add_a_rebate [2021/07/26 16:11 UTC] (current) – [Adding a Rebate] samuel
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 ======Adding a Rebate====== ======Adding a Rebate======
 +<sup>Refer to [[fb>9595|Case 9595]]</sup>
  
 =====Opening "Add Rebate" Form===== =====Opening "Add Rebate" Form=====
-To add a rebate, you must first open the "Add Rebate" form.+To add a rebate, you must first open the "Add Rebate" form.\\ 
  
-1.  Navigate to the bottom-left corner of the "Rebate Search Results" lookup form. +  - Navigate to the bottom-left corner of the "Rebate Search Results" lookup form.   
- +  - Click on the grey "Add Rebate" button. 
-2. Click on the grey "Add Rebate" button. +  - The "Add Rebate" form will appear
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/6c86bcdc-7287-4ef2-b0fa-6e3e98bce6f1-02.png?width=500}} +
- +
-\\ +
- +
-3. 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===== =====A Look at the "Add Rebate" Form=====
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 **The Red Section:** **The Red Section:**
  
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/4d20ad97-8ff0-4e41-b07f-2d96e7fb25d0-01.png?width=500}}+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/4d20ad97-8ff0-4e41-b07f-2d96e7fb25d0-01.png?width=250}}
  
 \\ \\
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 **The Blue Section:** **The Blue Section:**
  
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/5db84713-7d58-47ab-9275-0deae33854ff-02.png?width=500}}+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/5db84713-7d58-47ab-9275-0deae33854ff-02.png?width=250}}
  
 \\ \\
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   * An "Add Rebate" button (cannot add the rebate until all fields on the form are filled).   * An "Add Rebate" button (cannot add the rebate until all fields on the form are filled).
   * A "Cancel" button (closes the form).   * A "Cancel" button (closes the form).
 +
 +\\ 
 +
 +=====Entering Owner Information=====
 +  - Enter a Control Number into the "Control #" field. 
 +  - 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.
 +  - Press Enter and the current assessment information will load into the form.
 +
 +=====Original Assessment Information=====
 +\\ 
 +{{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.
 +
 +\\ 
 +
 +=====Entering Corrected Values=====
 +Imagine a large, dead tree fell during a heavy snowstorm and landed on the property owner's house. The house suffered severe damages and needs to be re-roofed.\\ Upon reevaluation of the property, its improvement value has been reassessed to $125,000. 
 +
 +  * The land assessment has not changed, so we can enter the same value as the original value into the "Corrected Land" field.
 +  * The improvement assessment //has //changed, so we can enter the new, corrected value of $125,000 into the "Corrected Improvement" field
 +  * Notice how the running "Reduction" total is displayed in bold as this is the amount the rebate will be calculated on.
 +\\
 +
 +
 +{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/d2a501eb-7ca8-455e-b008-ffc2cfe82462-03.png?width=500}}
 +
 +\\ 
 +
 +=====Entering Reason for Rebate and Adding the Rebate=====
 +At the bottom-left corner of the blue matrix, we can add our reason for the rebate in the field (E.g., "tree collapsed roof, storm damage.").
 +
 +Before clicking "Add Rebate," let's ensure we filled in all the information we need:
 +
 +  * The Control Number
 +  * The Rebate Start Date
 +  * The Corrected Land Value
 +  * The Corrected Improvement Value
 +  * The Reason for Rebate\\
 +\\ 
 +If you have filled all the required fields you can click the grey "Add Rebate" button.
 +\\
 +**Note:** This will cause the "Edit Rebate" form to open.
 +\\ 
 +
 +=====Data You Cannot Enter=====
 +**You cannot enter the following data into the "Add Rebate" form:**\\ 
 +
 +  - A rebate start date that exists more than seven years ago
 +  - A rebate start date that exists before a recorded assessment
 +  - A rebate start date that exists after a parcel has been eliminated or merged
 +  - An unfinalized rebate that shares the same start date
 +  - A future date
 +  - Blank fields
 +
 +
  
  • assessor/rebates/add_a_rebate.txt
  • Last modified: 2021/07/26 16:11 UTC
  • by samuel