Differences

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--- assessor:rebates:rebate_reports [2021/07/26 15:19 UTC] – created samuel
+++ assessor:rebates:rebate_reports [2021/07/26 16:12 UTC] (current) – [Rebate Letter] samuel
@@ Line 1: / Line 1: @@
 ======Rebate Reports======
 =====Rebate Worksheet=====
+<sup>Refer to [[fb>9597|Case 9597]]</sup>
 ====Opening and Analyzing====
+Let's open the Rebate Worksheet.\\
+From the "Edit Rebate" form, click the "Rebate Worksheet" button on the bottom underneath the "Tax Payment Details" subform.
+\\
+The "Rebate Worksheet" will appear as a report.\\
+**The Rebate Worksheet:**
+Where numbers are assigned in the picture, read the details for each section where the numbers relate.
+  - Owner information, rebate information
+  - Original, corrected, and reducted assessment values and their totals
+  - Each tax payment detail record and how the rebate amount for each tax bill was calculated. Can be verified by the user by completing the calculations displayed left to right.
+  - The running totals of the individual school, county, and municipal rebate amounts along with the sum of all three for a total rebate amount.
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/b1fa09b8-241c-4d69-9a5f-1ce0b0c816dc-20210723125251.png?width=500}}**\\
+**
 ====Payment Periods and Days Subject====
+**Payment Periods:**\\
+For the sake of demonstrating the rebate worksheet, the payment periods for our scenario have been varied\\
+(previously, they were all entered as "Discount").\\
+Let's look at how each payment period type affects the values on the "Rebate Worksheet."\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/b48cb2b7-3de0-485b-afef-68e731da8842-20210723141418.png?width=500}}
+\\
+The payment period exists as a number with a decimal whose value changes depending on which\\
+payment period was selected. For instance, a payment period of "face" will always be 1.00,\\
+as no penalty nor discount exist. A payment period of "not paid" will always be 0.00.\\
+For the school tax year of 2015, the penalty percentage is 10%; therefore, the "Pmt Period"\\
+value we multiply by is 1.1, which adds the penalty to the running number. The same is true\\
+for the 2% discount, except its value exists as the percentage amount less the value of 1.00. \\
+----
+**Days Subject:**\\
+The "Days Subject" column signifies the number of days in the tax year per tax type subject to the rebate's scope.\\
+For the school bill in 2014, we can see that the running number is multiplied by the operation, 181 divided by 365.\\
+This means, that since our rebate started January 1st, 2015, we are accounting for the days within the 2014 school\\
+bill that the rebate takes effect on (which would be January 1st - June 30th of 2015). \\
+The days in the 2014 school bill between July 1st, 2014 and December 31st, 2014 are not subject to the rebate, so\\
+they are excluded from the operation.\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/8ae5482c-8160-4448-b013-c5b40fa95df4-20210723142941.png?width=500}}
 =====Rebate Letter=====
+<sup>Refer to [[fb>9606|Case 9606]]</sup>
 ====Opening and Analyzing====
+//Generate a rebate letter with the rebate amounts to be sent to the taxing districts.//\\
+From the "Edit Rebate" form, click the "Rebate Letter" button on the bottom underneath the\\
+"Tax Payment Details" subform. The "Rebate Letter" will appear as a report.\\
+**The Rebate Letter:**\\
+Where numbers are assigned in the picture, read the details for each section where the numbers relate.
+  - The header - recipient's address
+  - Property owner(s)' information
+  - Corrected amounts/Rebate amounts
+\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/0701ffb7-851e-4a13-a6f6-bdc5af115965-20210723143804.png?width=500}}
 ====Report Types====
+At the bottom of the "Rebate Letter" report window, you should see a "Page" selector.
+\\
+Clicking the right arrow will cycle through the three pages that should be returned.\\
+Each page is a separate report for each of the taxing districts:
+  * Page 1 is the County Rebate
+  * Page 2 is the Municipal Rebate
+  * Page 3 is the School Rebate
+As you cycle through the reports, you will notice the relevant values will be in bold.\\
+//Also, the recipient's address changes based on which taxing district the report is for.//\\
 =====Finalizing a Rebate=====
+//Caution: finalizing the rebate prevents you from directly editing the rebate from the "Edit Rebate" table.\\ You can still amend a rebate, though.//\\
+The last step in the rebate process is to finalize the rebate. Here's how:\\
+  - Open the rebate letter from the "Edit Rebate" form and ensure accurate details.
+  - Close out of the report. You will see the following prompt: **"Did the letter print correctly?"**
+       -//On clicking "No," the prompt disappears, and the "Edit Rebate" form will be visible with no changes. //
+  - If the letter has been printed correctly and you are ready to finalize the rebate, **click "Yes."**
+  - After clicking "Yes," you will notice that the "Edit Rebate" form refreshes, and you can no longer make\\ changes to the rebate as the controls are locked.
+  - Underneath the "Rebate Letter" button in the "Edit Rebate" form, you will find a text that reads,\\ "Letter Sent On: " with the current date next to it. This date is recorded as the day a user finalized and sent out \\ the rebate letter to the taxing districts for record purposes.