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Appraisal Edit Report

Last Revised: August 28, 2012

 

Table of Contents

When to use:  After loading supplement/correction/certified files into the CAD tables, but before they are loaded to production.

What it displays: This is similar to the TC 105 and lists the before and after amounts for each account, by unit. If no receivable exists in the production tables, but it is present in the CAD tables, the program will look at the archive tables.

ClosedUser Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

  1. From the ACT 7 Batch Menu, click on Appraisal Edit Report, batch menu no. 753
  2. Press Enter. The parameter screen will appear.
  3. Enter the Begin Date.
  4. Enter the End Date.
  5. In the Jurisdiction field, enter 0000 for all units, or enter a tax unit number to see data for just one jurisdiction.
  6. In the Year Wanted field, enter the tax year of the data on the file.
  7. In the Year Not Wanted field, leave the default 0000.  This field is not used at the current time.
  8. In the Summary field, leave Y as the default value.  Do not change this.
  9. Leave the next three fields blank (Roll Code, Selection Date, and Current Date).
  10. In the Current Year field, leave the default 0000.
  11. In the Ag Rollback Inclusion field, enter 3 to see data for all rec types (TL, Q, OS),  or enter 2 to show only ag rollback (OS) accounts, or enter 1 to show only non-ag rollback accounts.
  12. Leave the Report Type as ALL.
  13. Enter a Roll Code - R for real, P for personal, C for both.
  14. In the Show Accounts with No Changes field, enter Y to show all accounts on the file or N to show only accounts that had changes made.
  15. In the CAD/Staging Tables Req. Seq. No. field, enter the request sequence from the load to the staging tables, or the CAD Seq. No. if you are using the wizard.
  16. Click Submit Job.
  17. Click OK on the "OK to Submit Job" pop-up screen.
  18. Click Batch Requests on the Batch Menu screen. You should see the listing for this job run. Click that line, then click Present Report.  You can print the report if desired.