Differences

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

--- assessor:rebates:rebate_reports [2021/07/26 15:24 UTC] – [Payment Periods and Days Subject] 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.\\
@@ Line 55: / Line 56: @@
 =====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.