assessor:rebates:rebate_reports

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
assessor:rebates:rebate_reports [2021/07/26 15:23 UTC] – [Payment Periods and Days Subject] samuelassessor:rebates:rebate_reports [2021/07/26 16:12 UTC] (current) – [Rebate Letter] samuel
Line 1: Line 1:
 ======Rebate Reports====== ======Rebate Reports======
 =====Rebate Worksheet===== =====Rebate Worksheet=====
 +<sup>Refer to [[fb>9597|Case 9597]]</sup>
 ====Opening and Analyzing==== ====Opening and Analyzing====
 Let's open the Rebate Worksheet.\\ Let's open the Rebate Worksheet.\\
Line 38: Line 39:
 value we multiply by is 1.1, which adds the penalty to the running number. The same is true\\ 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. \\ for the 2% discount, except its value exists as the percentage amount less the value of 1.00. \\
 +----
  
 **Days Subject:**\\ **Days Subject:**\\
Line 54: Line 56:
  
 =====Rebate Letter===== =====Rebate Letter=====
 +<sup>Refer to [[fb>9606|Case 9606]]</sup>
 ====Opening and Analyzing==== ====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==== ====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===== =====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.
 +
  • assessor/rebates/rebate_reports.1627313014.txt.gz
  • Last modified: 2021/07/26 15:23 UTC
  • by samuel