assessor:rebates:rebate_reports

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assessor:rebates:rebate_reports [2021/07/26 15:32 UTC] – [Finalizing a Rebate] samuelassessor:rebates:rebate_reports [2021/07/26 16:12 UTC] (current) – [Rebate Letter] samuel
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 ======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.\\
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 =====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.//\\ //Generate a rebate letter with the rebate amounts to be sent to the taxing districts.//\\
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   - Open the rebate letter from the "Edit Rebate" form and ensure accurate details.   - Open the rebate letter from the "Edit Rebate" form and ensure accurate details.
-  - Close out of the report. You will see the following prompt:+  - 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. //        -//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."+  - 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.   - 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.   - 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.1627313544.txt.gz
  • Last modified: 2021/07/26 15:32 UTC
  • by samuel