assessor:rebates:amending_and_deleting_a_rebate

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assessor:rebates:amending_and_deleting_a_rebate [2021/07/26 16:03 UTC] – [Deleting an Unfinalized Rebate] samuelassessor:rebates:amending_and_deleting_a_rebate [2021/07/26 16:19 UTC] (current) – [Amending a Finalized Rebate] samuel
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 ======Amending/Deleting (Un)Finalized Rebates====== ======Amending/Deleting (Un)Finalized Rebates======
 +<sup>Refer to [[fb>9646|Case 9646]], [[fb>9595|Case 9595]]</sup>
 =====Amending a Finalized Rebate===== =====Amending a Finalized Rebate=====
 **Hypothetical scenario:** A finalized rebate was sent to the taxing districts with correct rebate amounts enclosed;\\ **Hypothetical scenario:** A finalized rebate was sent to the taxing districts with correct rebate amounts enclosed;\\
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   - Type in 109150 as the control number and 2/15/2015 as the start date, then press enter.   - Type in 109150 as the control number and 2/15/2015 as the start date, then press enter.
  
- +\\ 
-**If your form looks like this, congrats! **\\ \\ +
 You've amended the invalid rebate. Notice how the Original values are back to how they were before\\ You've amended the invalid rebate. Notice how the Original values are back to how they were before\\
 we added the first rebate.\\ \\  we added the first rebate.\\ \\ 
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   - Upon refreshing, you should see your newly created, unfinalized rebate. We can tell it is\\ unfinalized due to a lack of a "Letter Sent On" date.   - Upon refreshing, you should see your newly created, unfinalized rebate. We can tell it is\\ unfinalized due to a lack of a "Letter Sent On" date.
  
-\\ 
 ---- ----
-**To Delete the Unfinalized Rebate:**\\+**Delete the Unfinalized Rebate:**\\
  
   - Click once on the unfinalized rebate record so that it is selected.   - Click once on the unfinalized rebate record so that it is selected.
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 ======View/Edit Rebate: The Difference====== ======View/Edit Rebate: The Difference======
 +Similar to the "Amend/Delete Rebate" button, the second button at the bottom of the\\
 +"Rebate Search Results" form changes caption based on if the rebate selected is finalized or not.\\ \\ 
 +
 +**If a selected rebate is finalized**: The button appears as "View Rebate"
 +
 +  * This is because the only way to change a finalized rebate is by amending it.\\ You may only View a finalized rebate.
 +  * Clicking on "View Rebate" will open the "Edit Rebate" form where all the controls\\ are still locked and the "Letter Sent On: " has a date filled.
 +  * Viewing any of the reports **will not **create a new finalized rebate. This is only\\ possible one time from an unfinalized rebate.
 +
 +\\ 
 +**If a selected rebate is unfinalized:** The button appears as "Edit Rebate"
 +
 +  * Clicking "Edit Rebate" will open the "Edit Rebate" form and the controls\\ will be unlocked. 
 +  * You would click this button to finalize a rebate.
 +
 +\\ 
 +//For a refresher on how to use the "Edit Rebate" form, refer to [[assessor:rebates:edit_a_rebate|Editing a Rebate]].//
  
  • assessor/rebates/amending_and_deleting_a_rebate.1627315384.txt.gz
  • Last modified: 2021/07/26 16:03 UTC
  • by samuel