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This process loads PID data from the portfolio tables into the CAD tables. It is useful when loading certified roll, especially if additional PID data has been made available and the data needs to be synched with the existing PID data. Exemptions for these accounts are also loaded. The log reports include totals of the PIDs created in the CAD and CAD_UI tables by tax unit. Uncertified PID accounts are listed on a separate report.

User 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.

To run this process:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
2. Click on the Load PID Tax Units into CAD Tables line, batch menu no. 863.
3. Press Enter. The parameter screen for this report appears.
4. Enter your tax office's Client ID.
5. Enter the Tax Year to Process, which is the year of the data in the wizard to use for the report.
6. In the CAD Seq. No field, enter the CAD Sequence Number(s) into which the PID data will be merged. This should be the sequence number for the certified load.
7. Click Submit Job to start the process.  
8. Click OK on the "OK to Submit Job" pop-up screen.  
9. To preview and print your log file, see Previewing and Printing Reports.