assessor:rebates:add_a_rebate

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assessor:rebates:add_a_rebate [2021/07/26 14:29 UTC] – [Entering Corrected Values] 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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 =====Entering Owner Information===== =====Entering Owner Information=====
-Let's add a new rebate.+  - 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.
  
-1. Enter a Control Number into the "Control #" field.  +=====Original Assessment Information=====
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/3c5732c1-367d-4d4a-b9e3-58a718544ac5-01.png?width=500}} +
- +
-\\ +
-2. 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}} +
- +
-\\ +
-3. 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}} {{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/14377b1c-726e-454f-94f8-c42e1566223b-01.png?width=500}}
  
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 =====Entering Corrected Values===== =====Entering Corrected Values=====
-For this demonstration, let's 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. +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. 
  
-**In the Blue Matrix:** +  * 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 
-The land assessment has not changed, so we can enter the same value as the original value into the "Corrected Land" 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-15/7bf4c007-ceb0-4382-a54f-eac9fc8e74b9-01.png?width=500}} +
- +
-\\ +
- +
-The improvement assessment //has //changed, so we can enter the new, corrected value of $125,000 into the "Corrected Improvement" field\\ +
-\\ +
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/7323ed1f-2719-44f8-89d7-282f6341641a-02.png?width=500}} +
- +
-\\ +
- +
- +
-Notice how the running "Reduction" total is displayed in bold as this is the amount the rebate will be calculated on.\\+
 \\ \\
  
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 =====Entering Reason for Rebate and Adding the Rebate===== =====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. Let's put, "tree collapsed roof, storm damage." +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.").
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/a0b587a2-413a-47a4-b722-de9f8414c2a9-01.png?width=500}} +
- +
-\\ +
  
 Before clicking "Add Rebate," let's ensure we filled in all the information we need: Before clicking "Add Rebate," let's ensure we filled in all the information we need:
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   * The Corrected Improvement Value   * The Corrected Improvement Value
   * The Reason for Rebate\\   * The Reason for Rebate\\
- +\\ 
- +
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/06a5f78b-aa48-4584-a7e4-ab0be33681a1-02.png?width=500}} +
- +
-\\+
 If you have filled all the required fields you can click the grey "Add Rebate" button. 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. **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.1627309776.txt.gz
  • Last modified: 2021/07/26 14:29 UTC
  • by samuel