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Editing a Rebate
Opening "Edit Rebate" Form
The three ways to open the "Edit Rebate" form.
By "Add Rebate"
The first way to open the "Edit Rebate" form is by clicking the grey "Add Rebate" button on the "Add Rebate" Form
after filling in the relevant fields with good data.
By "Rebate Search Results"
An alternative way to open the "Edit Rebate" form is by clicking the "Edit Rebate" button on the
"Rebate Search Results" form while the existing rebate is selected.
By Double-Click
Or, another alternative, convenient way to open the "Edit Rebate" form is by simply double-clicking
on the rebate you wish you edit on the "Rebate Search Results" form.
A Look at the "Edit Rebate" Form
The Top Section:
The top section of the form contains the following:
- The rebate's owner's control number and full name
- The rebate's start date (Begin Date) and end date
- The reason for the rebate's end date (the red text)
- The "blue matrix" from the "Add Rebate" form that holds the original, corrected, and reducted values along with the reason for the rebate.
The Bottom Section:
The bottom section of the form contains the following:
- The subform, "Tax Payment Details," that creates records for each tax bill based on the span of the rebate.
- The "Rebate Worksheet" button that generates a report detailing how the rebate amount is calculated.
- The "Rebate Letter" button that generates three letters for each taxing district and details the rebate amount owed to the specified property owner.
Editing Assessment Information
To demonstrate the functionality of the "Edit Rebate" form, let's say we accidentally entered the incorrect "Corrected" value for improvement.
Instead of $125,000, the value should have been $128,000.
We need to fix this value before we finalize the rebate. This can be done by simply editing the corrected improvement assessment value in the
blue matrix:
If you change the value of the corrected assessment, you should notice a change in the "Reduction" running total column. In this case, the reduction total went from $15,500 to $12,500.
We can also edit the "Reason for rebate" via the text box at the bottom of the blue matrix.