MB – Sales Tax Compute Process

Miscellaneous Billing (MB) – Sales Tax Compute Process

Overview

Run the Miscellaneous Billing Compute Sales Tax batch process, after changing the sales tax parameters on the Miscellaneous Billing General Parameters form. These parameters are saved by year. The batch process recalculates all unposted Miscellaneous Billing invoices that meet the following criteria:

Standard (one-time) Invoices
Recurring Invoices

Invoices with items that are subject to sales tax.
Are Invoiced for the year entered in the Year parameter.
All these invoices are recalculated with the sales tax definitions of the corresponding year.

For details on defining the sales tax , see Miscellaneous Billing General Parameters

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Accessing the Miscellaneous Billing Compute Sales Tax Batch Process

The Miscellaneous Billing Compute Sales Tax Process can be run from Govern, GNA (for testing purposes), or the Govern Scheduler.
To set up run the MB Compute Sales Tax Process from Govern:

Launch Govern.
Open a Profile that contains Miscellaneous Billing.
Select the Miscellaneous Billing form.
Enter the year, corresponding to the invoices that you want to update and the sales tax definitions, in the Year parameter.
Do one of the following:

Click the the Run arrow to run the process immediately.
Click Schedule to set up a schedule to run the process at a later date or on a regular basis.

Verifying the Miscellaneous Billing Compute Sales Tax Batch Process

If you are running the Miscellaneous Billing Compute Sales Tax batch process from Govern, you can click the Processing tab of the batch process and verify the execution. A progress bar is displayed along the top and information and warning messages are displayed.

After the process has run, The End is displayed on the progress bar. You can review the error, warning, and informational messages. The latter include:

Starting and Ending Time
Number of Records Processed
User ID
Batch ID
Transaction Mode
Batch Process Name

Notes

Synchronous Mode
This batch process runs in Synchronous mode only. If it is configured to run in Asynchronous mode in GNA:

A warning message appears to indicate that the process is running in Synchronous mode.
An information message appears to indicate that the Transaction Type parameters is set to Asynchronous.

Executing the Miscellaneous Billing Sales Tax Computation Batch Process

The Miscellaneous Billing Sales Tax Computation batch process performs the following calculations sin order to update the unposted Miscellaneous Billing invoices. It is run on both standard (one-time) invoices and recurring invoices.

It is typically run when changes are made to the Miscellaneous Billing Sales Tax rates on the Miscellaneous Billing General Parameters form in GNA.

Compute

The computation is run on all standard (one-time) and recurring Miscellaneous Billing that are unposted.

The computation is run on all standard (one-time) and recurring Miscellaneous Billing that are unposted.
The following fields are calculated:

Total
Sales Tax 1
Sales Tax 2

For all items, the price is multiplied by quantity:
ITEM_PRICE * ITEM_QTY

The totals for the sales tax are calculated:
TOTAL_SALE_TX_1
TOTAL_SALE_TX_1

Notes

Sales Tax 1 and Sales Tax 2 are calculated only for items that are subject to sales tax.

This is defined on the Miscellaneous Billing Items form in GNA. For each item, the option Subject to Sales Tax 1 and Subject to Sales Tax 2 can be selected or deselected.

The Miscellaneous Billing Account, which is set up for an individual or a company, can be exempt from one or both sales taxes. This is defined on the Miscellaneous Billing Account form in Govern. For each account, the options Exempt #1 and Exempt #2 can be selected or deselected.

Related Information

Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid.

On error, the misc. billing account id will be displayed in the message – to verify
For any error, double-click on the message to access the full text

Once completed, information will be displayed, that includes:

A unique batch audit ID
Application name and version, such as Govern Batch Processing, 6.0
Batch process name with any additional notes, such as parameters loaded
User ID
Date and time the process was started
Date and time the process was completed
Parameters and Options used
Total number of records read
Total number of records processed
Indication as to whether the process was successful or not

Log
A log of Miscellaneous Billing Accounts Computed will be generated. – need to verify if needed

Batch Processing (technical)

Before Executing Subprocesses:

Execute Subprocess
Error Reporting

In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

After changes, it is always best to compute for a small dataset
The parcel/account no. id is listed in the error message
Turning on the Govern Diagnostic Tool
Turning on the SQL Profiler Tool (system administrator)

Miscellaneous Billing (MB) – Posting of Invoices

Features and Specifications Overview

This process posts the invoices meeting the selection criteria to Accounts Receivables (AR) and creates the supporting General Ledger entries to support the new A/R transactions.

Invoices can be posted via:

An Action Button on the Miscellaneous Billing Form – Invoice Tab
A Batch Program configured for the Profile and accessed through the Batch Program Explorer Tool box
The Govern Scheduler (batch process definitions) to run periodically with preset user criteria

For more details see:

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Records to Process Criteria

Only the records meeting the following business rules will be considered in the batch process selection of invoice records to be posted.

Batch Program

Year
- To verify
Department
- To verify
Invoice is Ready to Post
- Select this option when you are ready to post the record to the Accounts / Receivable sub-system. The record will be posted the next time a Miscellaneous Billing Posting is performed, in Govern Batch Processing.
- This ensures that the invoice data is correct before it is posted. (MB_INVOICE.READY_TO_POST = -1)
Invoices are not already posted
- (POSTED_FLAG = 0)

Action Button

None
- When the user clicks on the current unposted invoice, it will be posted after confirmation by the user regardless if the Ready to Post field is checked

User Parameters

The following parameters can be set by the user on the execution of the batch program or as predefined parameters setup the the batch definition schedule to refine the records to be processed.

Selection Criteria

Year

Enter the A/R year. If the AR General Parameters have “A/R Master by Fiscal Year” checked for the MB Subsystem, then this year will determined which AR_ID is posted to for each invoice.
- If the “A/R Master by Fiscal Year” is not checked, then this year is populated in the AR_DETAIL.YEAR_ID
- The Year is used to determine the record in AR_PARM_CLASS to use and the associated GL’s

Invoice Number

Select the single invoice number to be posted.

Date Range

Enter the effective INVOICE DATE range of the invoices to be posted
- From Date: Invoices on this date will be posted
- To Date: Invoices on this date will be posted

Account Number Range

Enter the account range to be posted
- From Account: Starts at this account
- To Account: Up to this account. To account will be included in the selection.

Category

Invoice Category

Issuing Department

Department

Override Fields

The following parameters can be entered to override:
Effective Date (Invoice)

Overrides the Invoices effective date

Due Date (Invoice)

Overrides the Invoices due date

On Completion (Post Conditions)

Invoice Records

Batch / Reference No.

Enter the Miscellaneous Billing Batch or Reference Number from the Miscellaneous Billing Invoice form in Govern. This is the Reference field from the Invoice form.

A/R Class Code

Select the A/R class code from the drop-down list to process only the bills from a single class code. Otherwise, leave this field blank to process all the bills.
This will not be needed for Open Forms because the AR Class code on the Invoice will be removed.

From / To date

Enter the range of dates to process or leave these fields blank to process all bills.

From / To MB Account Number

Enter the range of account numbers to process or leave these fields blank to process all account numbers.

A/R Class Code

Select an A/R Class Code from the drop-down list, to process only the records for a specific class code, or leave this field blank to process all Miscellaneous Billing Recurring transactions.
This will not be needed for Open Forms because the AR Class code on the Recurring form will be removed.

Batch Name

Enter the batch name or number for the records you are processing or leave this field blank to process all transactions. This is for the Recurring Batch Process Only

Issuing Department

Enter the issuing department to process. This is optional.

By Saved Dataset

Override Due date

By default, the current date display, but unless the Override check box is selected, the Due date on each invoice will be posted to AR.
If the Override check box is selected, All invoices posted with that process will receive the due date in the Date field.

Batch Variables

Invoice Date

In this mandatory field, enter the date to appear on the invoice. This is for the Recurring Batch Process Only

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid. – to verify

On error, the parcel id will be displayed in the message
Double-click on the message to access the full text

Once completed, information will be displayed, that includes:

Parameters and Options used
Total number of records read
Total number of records processed

Batch Processing (technical)

Before Executing Subprocesses:

Select all MB_INV_ID

Execute Subprocess

For each batch process
This process will post to AR the MB Invoices based on selection criteria and then update the MB_INVOICE records with POSTED_FLAG = -1 and POSTED_DATE with current date

Error Reporting
In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

Turning on the Govern Diagnostic Tool
Turning on the SQL Profiler Tool (system administrator)

Batch Process Definition Setup – Version 5

Version 6.x | Version 5 and lower

Overview

The GNA Batch Process Definitions form is used to define how you want your batch processes to appear and run in Govern. This includes setting up the menus and submenus for organizing your batch processes, configuring whether each process is run on a single server or on multiple servers, associating one or multiple reports, and synchronizing the batch process definitions and adding permissions. When complete, the batch processes are displayed in Govern.
This procedure has two major steps:

Configuring Batch Process Definitions
Adding Batch Processes Definition to Govern.

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Configuring Batch Process Definitions

Configuring Batch Process Definitions describes the following topics:

Batch Process Definitions User Interface

This section provides a tour of the Batch Process Definitions UI. The interface is comprised of a treeview, the definition form, and a secondary window for creating the menus and submenus or categories.
To access the Batch Process Definitions form:

Launch Govern New Administration (GNA).
Select Batch Process > Definitions.

Once you create menus and define batch processes, the selected items are listed in a treeview on the left of the form. You can display or hide the treeview according to your preference.

About Batch Process Definitions

You can view, add, or modify a batch process definition, as described later in this section.
To display or hide the English and French long and short descriptions, click on the arrow beside the text box at the top of the form.

About the Menu Manager

The Menu Manager form is used for creating the menus and submenus for organizing your batch process definitions in Govern.NET.
To access the Menu Manager

Launch Govern New Administration (GNA).
Select Batch Process > Definitions.
Click the ellipsis button beside the Category text box.

If categories are already created, they are listed on the left. You can expand a category to view secondary levels if they exist. The name of selected menu is displayed on the right. You can expand the name to view the English and French short and long descriptions.

Creating a Batch Process Category

The first step is to create categories for your batch processes. The categories are used for displaying the batch processes in the Govern .NET menu. Create as many categories as required in order to facilitate user input.
To create a Batch Process:

Launch Govern New Administration (GNA).
Select Batch Process > Definitions.
Click the ellipsis button beside the Category text box. This opens the Menu Manager.The Menu Manager is used for creating categories for the batch processes. You can have multiple levels. For example, you could group batch processes by module, such as: Accounts / Receivable, Tax Billing, and Mass Appraisal. Then, you could add another level that groups processes according to when they need to be run; i.e., daily, monthly, or yearly. You can create any type of category that is useful for your organization.
Enter a name for the category in the text box at the top right. This is automatically added to the English Long Description field.
Click the button to the left of the text box where you entered the category name. This expands a menu with additional descriptions.
Add an English Short Description and French Short and Long Description as required. These fields are optional.
Click Save to add the category to the menu.

If you click the Select button without saving your new category, a confirmation message appears:

Deleting a Menu Category

To delete a menu category from the Menu Manager:
1. Launch Govern New Administration (GNA).
2. Select Batch Process > Definitions.
3. Click the ellipsis button beside the Category text box to open the Menu Manager.
4. Expand the applicable menu.
5. Select the category from the Menu list on the left.
6. Click the Delete button in the menu at the top right.
7. When the confirmation message appears, click Yes to delete the record.

Selecting a Category for the Batch Process

You need to define the processes under the categories to which they are assigned and will appear in Govern. Before defining a batch process, select the menu category where it will be saved.
To select a Batch Process:

Launch Govern New Administration (GNA).
Select Batch Process > Definitions.
Click the ellipsis button beside the Category text box to select the category for the batch process. This opens the Menu Manager.
Expand the root menu to display the submenus.
Select the applicable submenu or category.
Click the Select button .

The root menu and all submenus are displayed in the Category text box and in the Parent Path text box. The existing batch processes are listed on the left.

Defining a Batch Process

Use the following process to name the definition and to associate it with a Govern Batch process.

NOTE: You need to define the processes under the category to which they are assigned and will appear in Govern.

To define a Batch Process:

Select the category where you are defining the process as described under Selecting a Category for the Batch Process. The batch processes already defined for the category are displayed in the treeview on the left.
Click the New button.
Enter a code for the new batch process definition. This is a required field.
Select a Govern batch process from the Process drop-down list. This is a required field.
Enter a name for the record in the text box at the top right. This is automatically added to the English Long Description field.
Click the button to the left of the text box where you entered the name. This expands a menu with additional descriptions.
Add an English Short Description and French Short and Long Description as required. These fields are optional.
Click the Save button to add the category to the menu.
If you click the New button without saving your modifications, a confirmation message appears:

Defining the Transaction Type
The Govern batch processes can be run synchronously or asynchronously. If they are run synchronously, they are run on the same server. If run asynchronously they are run on multiple servers at the same time.
Select Synch or Asynch as required. For processes with multiple transactions, it is recommended to use asynchronous processing as this spreads the load over multiple servers and makes for faster processing time.
Pool #: For Asynchronous processes only, enter the maximum number of transactions to be handled by the client servers at any one time.
This works as follows: If you are running asynchronous batch processing, there is one master server that manages all the transactions and is responsible for sending them to the client servers. The value In the Pool # field indicates the maximum number of transactions to send out by the master server at any one time.

Scenario: Running a Batch Process Asynchronously
The following scenario illustrates how asynchronous batch processing works.
The parameters are as follows:

Master server: one
Client servers: five
Transactions: 50,000
Pool #: 50

The master server sends out the first 50 transactions to the client servers. Each server is responsible for ten transactions. As soon as a server completes one transaction, the master server sends it another. This continues until all transactions have been processed. However, there are never more than 50 transactions being handled by the client servers at any given time.

Defining the Transaction Mode

Select one of the following transaction modes for the process.

Break If One Transaction Failed: the process terminates when the transaction fails.
Roll Back If One Transaction Failed: the process terminates when a transaction fails and all the transactions that were completed are cancelled. Computations are returned to the starting point.
Continue If One Transaction Failed: Continue to run the process even if a transaction fails.

Adding a Report

Use the following procedure to associate one or more reports with the selected batch process.
To add a report: to the batch process:

Launch the Batch Process Definitions form.
Select the category for the process as described under Selecting a Category for the Batch Process.
Select the batch process from the treeview on the left.
Click Add Reports.
Select one or more reports from the Choose the Reports menu.
TIP: You can select multiple reports using the left mouse button.
Click Select Reports.

The selected reports are displayed in the List of Reports text box. The parameters for the report are displayed in the Report Parameters list box.
The List of Parameters text box displays the parameters that can be included in the report and that can be used to build an external report; for example, these could include Date To and Date From fields. The purpose is to give you the exact reference and wording of these fields.

Deleting a Batch Process Definition

To delete a batch process:

Launch the Batch Process Definitions form.
Select the category for the process as described under Selecting a Category for the Batch Process.
Select the batch process from the treeview on the left.
Click the Delete button .

Adding Batch Processes Definition to Govern

When you have defined your batch processes, you need to add them to Govern.NET. In order to do this, you need to launch the Govern Security Manager and synchronize your new processes between GNA and Govern. Then, you need to assign access permissions.

Synchronizing Batch Process Definitions

When you have synchronized your new batch process definitions, they appear on the Govern.NET menu.
To synchronize the new batch processes:

Launch the MSGovern Security Manager (GSM).
Select your database connection key.
Right-click on Applications and select Synchronize menu from the dropdown list. A confirmation message appears.
Click Yes on the confirmation message.

Permissions and Batch Processes

Use the following procedure to assign access permissions to the new batch process definitions. You can grant permissions by batch process, batch process menu, or by batch process definition.

Launch the MSGovern Security Manager (GSM).
Select your database.
Expand Applications > MSGovern.NET > Batch Process > Batch Process.
Continue to expand the menus until you are the level where you want to grant permission.
Right-click on the item that you want to secure.
Define the permissions and exclusions as required and as described in the Govern Security Manager.

Batch Process Definition Editor

Version 6.x | Version 5 and less

Overview

The GNA Batch Process Definitions editor is used to define how you want your batch processes to appear and run in Govern. This includes setting up your batch processes, configuring each process, associating one or multiple reports, and synchronizing the batch process definitions and adding permissions. When complete, the batch processes are displayed in Govern.
This procedure has two major steps:

Configuring Batch Process Definitions
Adding Batch Processes Definition to Govern.
Configuring Sequential Batch Processes (101-std-fea-046)
Configuring Sequential Batch Processes (101-std-fea-046)

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Configuration

Configuring Batch Process Definitions

Configuring Batch Process Definitions describes the following topics; locate the appropriate sections on this page:

User Interface
Defining a Batch Process
Defining the Transaction Type
Defining the Transaction Mode
Adding a Report
Deleting a Batch Process Definition

Batch Process Definition – User Interface

This section provides a tour of the Batch Process Definitions UI. The interface is comprised of a treeview (left hand side), the definition form (main central area), and a secondary window for creating the menus and submenus or categories.
To access the Batch Process Definitions form:

Launch Govern New Administration (GNA).
Select Batch Process > Definitions.

Once you create menus and define batch processes, the selected items are listed in a treeview on the left of the form. You can display or hide the treeview according to your preference.

About Batch Process Definitions

About the Menu Manager

The Menu Manager form is used for creating the menus and submenus for organizing your batch process definitions in Govern.NET.
To access the Menu Manager

Launch Govern New Administration (GNA).
Select Batch Process > Definitions.
Click the ellipsis button beside the Category text box.

Defining a Batch Process

Use the following process to name the definition and to associate it with a Govern Batch process.

NOTE: You need to define the processes under the category to which they are assigned and will appear in Govern.

To define a Batch Process:

Select the category where you are defining the process as described under Selecting a Category for the Batch Process. The batch processes already defined for the category are displayed in the treeview on the left.
Click the New button.
Enter a code for the new batch process definition. This is a required field.
Select a Govern batch process from the Process drop-down list. This is a required field.
Enter a name for the record in the text box at the top right. This is automatically added to the English Long Description field.
Click the button to the left of the text box where you entered the name. This expands a menu with additional descriptions.
Add an English Short Description and French Short and Long Description as required. These fields are optional.
Click the Save button to add the category to the menu.
If you click the New button without saving your modifications, a confirmation message appears:

Master server: one
Client servers: five
Transactions: 50,000
Pool #: 50

Defining the Transaction Mode

Select one of the following transaction modes for the process.

Break If One Transaction Failed: the process terminates when the transaction fails.
Roll Back If One Transaction Failed: the process terminates when a transaction fails and all the transactions that were completed are cancelled. Computations are returned to the starting point.
Continue If One Transaction Failed: Continue to run the process even if a transaction fails.

Adding a Report

Use the following procedure to associate one or more reports with the selected batch process.
To add a report: to the batch process:

Launch the Batch Process Definitions form.
Select the category for the process as described under Selecting a Category for the Batch Process.
Select the batch process from the treeview on the left.
Click Add Reports.
Select one or more reports from the Choose the Reports menu.

TIP: You can select multiple reports using the left mouse button.
Click Select Reports.

Deleting a Batch Process Definition

To delete a batch process:

Launch the Batch Process Definitions form.
Select the category for the process as described under Selecting a Category for the Batch Process.
Select the batch process from the treeview on the left.
Click the Delete button.

Adding Batch Processes Definition to Govern

Synchronizing Batch Process Definitions

When you have synchronized your new batch process definitions, they appear on the Govern.NET menu.
To synchronize the new batch processes:

Launch the MSGovern Security Manager (GSM).
Select your database connection key.
Right-click on Applications and select Synchronize menu from the dropdown list. A confirmation message appears.
Click Yes on the confirmation message.

Permissions and Batch Processes

Use the following procedure to assign access permissions to the new batch process definitions. You can grant permissions by profiles and grant permissions to the Batch Process Editor application in Govern Administrator.

Launch the MSGovern Security Manager (GSM).
Select your database.
Expand Applications > MSGovern.NET > Batch Process > Batch Process.
Continue to expand the menus until you are the level where you want to grant permission.
Right-click on the item that you want to secure.
Define the permissions and exclusions as required and as described in the Govern Security Manager.

What’s New

[6.0] Batch processes no longer use categories. They are linked to a profile.
- For more information, see What’s New in Govern Administrator (GNA) What’s New and Govern Scheduler What’s New

Standard Batch Processes

Overview

Batch programs are used to calculate and update multiple records at the same time, to post records to the General Ledger accounts, to delete records that are not posted, to apply pending amounts and penalties, to extract or compute amounts for a specific date, and to close a fiscal period or year. This page provides general information on batch processes that applies to all modules and systems.

Batch processing in OpenForms Systems:

Govern (Standard User Feature)

Click on the image to enlarge
Govern Administrator (Batch Process Editor and Schedule Creation)
Govern Scheduler
Govern Batch (Govern for Windows OpenForms Batch execution 6.0 and less)

Click here for installation and step by step information or for a tutorial presentation with print screens.

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Standard Features include:

Batch Naming

Connections and Execution Mode configuration
Reporting
Email notification
Schedules (with Govern Scheduler)
File Transfer and Attachments

Distributed Batch Processes include:

Test Process used to test batch processing and configuration parameters
Execute Query Process used to execute select and update queries
Report Scheduler Process used to execute a report schedule
Email Notification Batch Process
Generate SSRS Group Report Batch Process

Terms and Definitions:

Batch Program: Refers to standard or custom code developed in Govern to perform one or more actions for a selection of entries meeting predefined conditions (business rules) and/or user defined parameters.
Batch Process Name: Identifies the method or class name executed in code when launched, stored in the VT System, Table Name = ‘BATCH_PROCESS’ as a code
Batch Process Definition: A batch process definition is used to setup the batch process options and execution parameters.
Audit Batch ID: Once a batch process definition is launched, a batch audit ID sequence is assigned and errors, warnings and information is recorded for the batch ID in the Batch Audit Table
Batch ID: When a batch process definition is created, it is assigned a batch id. Listed in the Batch Audit Result window and in the Import/Export EMT function.

Restrictions:

Expressions used in the batch process cannot use the Display function for the attributes of type Lookup. The reason being that the lookup information is not loaded for the batch process in this case.

Harris Developers, click here to access the techno page.

Batch Process Setup

System Validation Table

Process Names are updated automatically the first time Verify Database is executed after having deployed a new release.

Click on the image to enlarge

To review, select Govern Administrator > Editors > System Validation Table Editor > and select in the Table list table name BATCH_PROCESS

Batch Process Editor

To create the batch process definition and execution parameters

Govern Administrator Batch Process Editor

Linking Batch Process Definitions to Profile
Each batch process definition must first be defined in GNA, and then linked to a profile.

To link a batch program to a profile, in GNA, select Editors > Profile > click on the [profile] to add the batch program > on the LINKS tab, click on ADD under Batch Processes

Security Setup

Batch Process Explorer Toolbox and View Menu Security (GOVERN General access)
Govern Security Manager (GSM)

To access, select Applications > Govern > MENU > View > View > ‘Batch Process’ and richt-click for permissions
With no execute access to this function, it will be impossible to run a batch process – T/C If linked function

Batch Process Editor Security (GNA Editor access)
Govern Security Manager (GSM)

Access permissions (execute, insert…) can be provided to the Batch Process Editor by role and user.
To access, select Applications, Govern Administrator (GNA), select Editors > Editors > Batch Process Definition Editor – T/C Security Settings

Batch Process Definitions by Profile (linked to)
Govern Administrator (GNA)

Each batch process definition must first be defined in GNA, and then linked (added) to a profile.
To access, in GNA, select Editors > Profile > click on the [profile] to add the batch program > on the LINKS tab, click on ADD under Batch Processes

Batch Process Definition Security (GNA
Govern Security Manager (GSM)

Permissions by batch process definition can be set by profile, role and user, after a batch definition has been added to a profile and a SYNCHRONIZE has been executed in GSM
To access, select Applications > Govern > PROFILES > click on [profile] to set > Batch Processes > click on the [batch process definition] to set and right-click for permissions

Tables/Fields & Naming Standards

The following tables and fields are used in batch processing

Batch Process Name

Recorded in [VT_SYSTEMS] codes where [TABLE_NAME] = BATCH_PROCESS
Note to Developers:
- Standard Batch Process Names for module applications should not be more than 11 characters (15-4) in case we need to add a customer code (Ex: WPG_postar)
- System Core Features Batch Process start with CO_

Batch Process Definitions

Batch Process Definitions are recorded in the following files by BATCH_ID
- [USR_BP_DEF] Contains general information, email information, etc.
- [USR_BP_DEF_SCHEDULE] Contains the schedule setup
- [USR_BP_DEF_SCHEDULE_RUN_LOG] Contains the start and end date
- [USR_BP_DEF_SCHEDULE_RUN_DTL] Contains the log details and serialized information

User Batch Audit

When a batch definition is executed, information, warnings and errors are recorded in this table:
- [USR_AUDIT_BATCH] by AUDIT_BATCH_ID
- IMPORTANT: Archiving schedule should be discussed – T/C best practices

Product Code for Batch Programs

Standard Govern Batch Program = System + Module + BP _ Sequence (ex: 101-ar-bp-001)
- See Standard and Module product maps for the list of batch processes distributed
Stand Alone Custom Batch = Customer Number + Module + BP + Sequence (ex: 901-ma-bp-050)
Standard Batch Programs Customization (standard code with customized dependencies) = System + Module + BP+ Sequence + Client Code (ex: 101-ar-bp-001-WPG)

List of Standard Batch Processes

Click to view the List of Govern Standard Batch Processes.

Troubleshooting

Service keeps shutting down / Port is used elsewhere

Once you install the service, if it keeps stopping after restarting it, most likely the port is used elsewhere in the organization.
A message stating Missing Parameters will be listed on the Service Tab of the Scheduler console
Uninstall the service, change the port and re-install.

The service is not running

In the event the machine where the local service is installed is rebooted, the service might not be restarted.
Check the extended service details and make sure the STARTUP TYPE is set to AUTOMATIC.
The service is listed under Govern Scheduler [CONNECTION KEY]

The application and the service are not compatible

You are trying to install the BSS from a different major release. Download the correct Install pack and start again

Restarting the Service after it was stopped

You can start the service directly in Govern Scheduler from the Services Tab or from the Task Manager Service Tab.

Report does not exists

When you add a report in a batch definition (rpt scheduler only perhaps), it does not check if it exists or not.
If this is the case, you might get a time out or the system will seem to be frozen. Check the report path setup in the General Parameters (SY_REGISTRY) and make sure report exists.
After the setup, open the Batch Process Definition in Govern and look in the report tab to validate there is not errors.

Batch Scheduler Service (BSS) Firewall is blocking access

If the machine running the Batch Scheduling Service is remote, firewall settings are needed to provide access to the port used.

Existing Service exists for a different connection key

Uninstall the service(s) using the SC delete SERVICE NAME (GovernSchedulerService_Connection Key) from the Command Prompt Editor (run as Administrator). Reinstall service.

Access Denied to Path

If you get this error message in the batch log, you will need to make sure the folder (log path and other ) has READ/WRITE Access. To validate

Best practices

Clean-Up Unused Applications

Unused Govern OpenForms applications should be uninstalled (mandatory for Deploy-EZ)
To uninstall applications, Select Program and Features from the Control Panel, locate the program and click uninstalled.

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AR – Delinquency Collection Batch Processes

Delinquency Collection Batch Processes

Overview

The Delinquency & Collections modules includes the following batch processes.

Transfer A/R to Delinquency
Delinquency Posting

Prerequisites

Before running the batch processes for Delinquency & Cash Collection, verify the following:

All A/R records to be transferred to Delinquency must be associated with a Delinquency A/R Class Code.

Defining Security Permissions for the Delinquency & Collections Batch Processes

Security for all batch processes in Govern OpenForms are defined in the Govern Security Manager (GSM) as follows:
To define security permissions for a batch process:

Launch the Govern Security Manager (GSM).
Expand Applications > Govern > Profiles > <name of the Profile> Batch Processes <name of the batch process>.
Right-click on the batch process.
Select Edit.
Assign permissions by role.
Select Exclusions.
Define the exceptions.
Click Save.

Transfer A/R to Delinquency

The Transfer A/R to Delinquency batch process is run in order to automate the process of transferring delinquent A/R records to the Delinquency and Collections module. It performs the same tasks as transferring individual records one by one on the Delinquency form.

Only records that are associated with an A/R Class Code that is linked to a Delinquency Collection A/R Class Code can be included in the process.

There are two procedures contained on this batch process.

Process Delinquent A/R: This is the first step. Run this procedure to transfer the delinquent A/R records to Delinquency and Collections.
Finalize Delinquent A/R: This is the second step. Run this procedure to finalize the A/R records.

A separate batch process is required in order to post the delinquent records that were included in the two Transfer A/R to Delinquency batch process procedures.
Posting to A/R: Once records are finalized, you can run the Posting to A/R batch process. This procedure is described in the following section.

Running the Process Delinquent A/R Procedure

To run the Process Delinquent A/R batch process from Govern:

Launch Govern.
Open a Profile that contains the Transfer A/R to Delinquency and Collections process.
Select the Batch Processing Explorer.
Select the Transfer A/R to Delinquency and Collections* batch process.*
The name of the batch process can vary according to the administrative setup.
Select the subsystem under which the delinquent A/R records are saved from the Subsystem drop-down list.
Select a Cycle Code from the A/R Cycle drop-down list.
The A/R Cycle parameter appears only for the Real Property and Personal Property Tax subsystems.
Select the Process Delinquent A/R option.
Enter a range of years in the From Year and To Year parameters.
Only the records within the selected range are processed.
The range of years appears for year-based subsystems only.
It is used to ensure that the current bills are not accidentally transferred to Delinquency & Collections.
Select a department from the Department drop-down list.The fiscal year from this department is displayed in the Fiscal Year parameter.
This year is used to create the Delinquency account in the table AR_MASTER. It is also used for all records in AR_DETAIL.
Select a date from the Filing Date drop-down list.
This is the date of the transfer (Table: DC_MASTER.FILING_DATE)
Enter a unique number in the Claim Number parameter.
The claim number is applied on all records included in the batch process.
It is a required field on the Delinquency & Collections user form, as well as on the Transfer A/R to Delinquency & Collections batch process form.
This Claim Number is selected when you run the process to finalize the records.
Select a warning flag in the Exclude A/R Warning Flag list box if you want to exclude certain records from the batch process.
Records with the selected warning flag are excluded from the process.
For example, you may want to exclude all records that are included in the Bankruptcy module from the process.
Enter the minimum balance due on the records that you are transferring to Delinquency in the Minimum Balance Due field.
Only the records that are greater than or equal to the Minimum Balance Due are transferred.
Select an A/R Reason Code from the drop-down list (Table: VT_USER.TABLE_NAME = ‘ARREASON’)
The A/R Reason Code is displayed by long description.This reason code is associated with the original record by AR_ID.
For the delinquency record, it is used for informational purposes only.
Click Execute.

If you are running the batch process from Govern, the status of the process is displayed in the Processing tab. If errors or warnings occur, messages are displayed.
You can run the batch process again in order to include records not included in the first claim. For example, if records are not associated with an A/R Class Code that is linked to a Delinquency A/R Class Code, they are not transferred to Delinquency.

Running the Finalize Delinquent A/R Batch Process

The Finalize Delinquent A/R Batch Process sets all records with the selected Claim Number to Finalized.
Once records are finalized, you can run the Posting to A/R batch process.

To run the Process Delinquent A/R batch process from Govern:

Launch Govern.
Open a Profile that contains the Transfer A/R to Delinquency and Collections process.
Select the Batch Processing Explorer.
Select the Transfer A/R to Delinquency and Collections* batch process.*
The name of the batch process can vary according to the administrative setup.
Select the subsystem under which the delinquent A/R records are saved from the Subsystem drop-down list.
Select Cycle Code from the A/R Cycle drop-down list.
Select the Finalize Delinquent A/R option.
Select a claim number for the Claim Number drop-down list.
Only the claim numbers that contain records that are not finalized appear in the list.
Click Execute.

Transfer A/R to Delinquency Log Files

The log files for the Transfer A/R to Delinquency batch processes includes the following information:

Start and End time of the process
List AR_ID and balances being transferred
Sum of each class code being transferred to DC
Count of AR_ID being transferred to DC

Delinquency Posting

The Delinquency Posting batch process posts the delinquency records to the Govern Accounts/Receivable subsystem.
You can run this process at any time from Govern or create a schedule and run it at a later time or on a regular basis. For details about scheduling batch processes, refer to the Govern Scheduler guide.

The Delinquency Posting form has two sections.
The top section lists all the delinquency records with deposit numbers, by deposit number and A/R balance. The lower section provides the following details about those records:

Delinquency Claim Number
Balance
Finalized status: If the record is finalized, the check box is selected.

Only the Delinquency and Collection records that are Finalized can be posted to A/R.

To run the batch process from Govern:

Launch Govern.
Open a Profile that contains the Delinquency Posting batch process.
Select the Batch Processing Explorer.
Select the Delinquency Posting* batch process.*
The name of the batch process can vary according to the administrative setup.
Select the record or records that you want to post in the top section of the form.
Click Execute.

If you are running the batch process from Govern, the status of the process is displayed in the Processing tab. If errors or warnings occur, messages are displayed.

Viewing Posted Delinquency and Collection Records

The posted Delinquency and Collection records are displayed in the Balance Forward Detail grid on the A/R Inquiry form.

Refer to the Govern Accounts Receivable documentation for details about the A/R Inquiry form.

Troubleshooting

You can only run the Delinquency Posting process on records that are finalized.
In the following screen shot, some of the records under the selected deposit number are not finalized. Therefore, you cannot run the batch process on this deposit number until you finalize the records.

Documentation

To view the documentation for this feature, click on this link to https://kb.harrisgovern.com/101-ar-bp-039/.

List of Standard Govern Batch Processes

Overview

The following is a list of current Govern for OpenForms Batch Processes (BP). The functional status of each batch process is indicated under the Status column. When there is no status indicated, the batch process is in development. Review this page periodically for status updates.

NOTE: The following Batch Processes are located in (Table: BATCH_PROCESS). This list is sorted by module.

Read More...Read Less...

Module	Label	Description	Table	Active	New! Forced Synch	New! Forced mode (if 1 transaction fails) Continue, Rollback, Break	Code
Accounts Receivable	ACH Batch Process Prepare Data	Process loads the ACH information to the following fields in AR_MASTER table: ACH_AMOUNT ACH_ACTIVE_FLAG ACH_FIXED_FLAG ACH_INSTALLMENT ACH_DATE.	ar_ach_bal	Yes			101-ar-bp-061
Accounts Receivable	ACH Batch Process Generate ACH	Process generates the ACH file that is sent to the bank to complete the ACH process. The ACH Information section of A/R Inquiry function is automatically updated. Amounts generated in this process can vary from those in the Prepare Data for ACH File process if Effective Date and Charge Date differ.	ar_ach_file	Yes	Yes	Rollback	101-ar-bp-062
Accounts Receivable	ACH Batch Process Pre-Notification	This batch process generates a file that is sent to the bank. The bank verifies the file to ensure that the ACH Information and listed bank accounts are valid. This file contains prenotification codes and zero dollar amounts.	ar_ach_prenote	Yes	Yes	Rollback	101-ar-bp-060
Accounts Receivable	Apply Deposits	This batch process is used to apply a deposit against an outstanding amount owed. If a credit is generated, the refund function can be used to create a check that will be paid out. Generally when deposits are made in the Govern system they are saved as a pending amount until required.	ar_appdeposits	Yes			101-ar-bp-005
Accounts Receivable	Apply Pending Credits	The Apply Pending Credits batch process to reapply any credits generated from transactions that were posted after a balance record was processed. This can be ran as many times as needed but only the credits that have not yet been applied are processed.Credits can be generated from Open Cash Credit (OCH) or Open Credit (OCR)	ar_applypencr	Yes			101-ar-bp-001
Accounts Receivable	Apply Penalty On Delinquent A/R	This process is used to calculate the amounts owed for penalties charged on a specific date. By default, these amounts are posted according to the due date entered.	ar_apppendelinq	Yes			101-ar-bp-003
Accounts Receivable	Compute Balance Due as of Date	This process is used for viewing the interest calculated on an account for a specific date.	ar_compbaldue	Yes			101-ar-bp-006
Accounts Receivable	Account Receivable Copy To Year		ar_copy_to_year	Yes			103-ar-bp-105
Accounts Receivable	Batch Deletion of Payments	The Batch Deletion of Payments batch process is used to delete the non-posted batch payments. The batch number corresponding to the payments needs to be entered.	ar_delpayments	Yes			101-ar-bp-080
Accounts Receivable	Batch Deletion of Refunds	The Batch Deletion of Refunds process is used to delete non-posted refunds.	ar_delrefunds	Yes			101-ar-bp-081
Accounts Receivable	Batch Deletion of A/R Transactions	The Batch Deletion of A/R Transactions process is used to delete non-posted A/R transactions.	ar_deltrans	Yes			101-ar-bp-082
Accounts Receivable	eBilling (eGovern)		ar_ebilling				201-ar-bp-034
Accounts Receivable	eReceipting (eGovern)		ar_ereceipting				201-ar-bp-033
Accounts Receivable	Extract an As of Date A/R Detail Table	This process allows the User to view accounts receivable information for a specific date and to use this information in a report. A temporary table, AR_TMP_DETAIL, is created from the AR_DETAIL table containing all the records for the specific date.	ar_extrasofdate				101-ar-bp-007
Accounts Receivable	Generate Refund Check Numbers		ar_gencheck				101-ar-bp-038
Accounts Receivable	Generate Delinquent Charges	The Generate Delinquent Charges batch process is used to post the late charges for accounts with outstanding balances. By default, late charges appear only when a payment is made.	ar_gendelinqchg	Yes			101-ar-bp-004
Accounts Receivable	Automatic Generation of Over Short	The Automatic Generation of Over and Short batch process is used to automatically generate all over and under payments currently in the system. The Subsystem, Credit Balance, and Department options are mandatory.	ar_genovershort	Yes			101-ar-bp-009
Accounts Receivable	A/R Generate Payment Reversal	The Payment Reversal process is used to reverse a transaction. This situation may arise when an incorrect payment is entered and posted, or a Not Sufficient Funds (NSF) check has been processed. After the payment reversals are entered an edit list is obtained, errors are corrected, and the transactions are then posted.	ar_genpayrev
Accounts Receivable	Invoice Cloud Balance	The ar_InvCloudInv batch generates a .CSV output invoice file for the Invoice Cloud Payment Processor system. This file is typically configured in the batch process to automatically upload a copy of the csv file to Invoice Cloud FTP site for processing. A separate file is generated for each of the 3 AR Subsystems currently available (RE, PP, and UB). This batch process is typically run manually after completion of the billing computations and billings. This batch process creates the file containing the same balances as printed on the bills.	ar_InvCloudBal
Accounts Receivable	Invoice Cloud Invoice	The ar_InvCloudBal generates a .CSV output balance file for the Invoice Cloud Payment Processor. This batch process is typically configured for the batch scheduler to be run on a nightly basis and automatically upload a copy of the csv file to Invoice Cloud FTP site for processing. A separate file is generated for each AR Subsystem i.e. RE, PP, and UB. This batch process creates the file containing only balances that have changed from that on the original invoice.	ar_InvCloudInv
Accounts Receivable	Create A/R Levy Close File	–	ar_levyclose				101-ar-bp-035
Accounts Receivable	Payment Lockbox	The Payment Lockbox process is used for recording and processing the files acquired from financial institutions for the purpose of bill payments. It’s primary function is creating and loading these files, it can also be used to modify or delete an individual account record.	ar_lockbox	Yes	Yes		101-ar-bp-036
Accounts Receivable	A/R Multi Posting Batch Process		ar_multiposting
Accounts Receivable	Period Closing		ar_perclosing				101-ar-bp-012
Accounts Receivable	A/R Adjustments Posting	This process is used to settle any A/R Adjustment transactions. The User must select a department and a transaction type, and has the option to enter a G/L Reference number and From – To Date or leave these fields blank to process all transactions. The posting of the A/R Adjustment entries finalizes the adjustment process and makes the adjustment transactions impossible to modify or delete.	ar_postadjust	Yes			101-ar-bp-023
Accounts Receivable	Cash Collection (Payments) Posting		ar_postcashcol	Yes			101-ar-bp-020
Accounts Receivable	Post Dated Payment Posting	This process is used to transfer the postdated payment transactions to the A/R payment summary records. The process is run after the records have been verified. Running this process finalizes the postdated payments. Transactions cannot be modified or deleted after they are posted.	ar_postdatedpmt				101-ar-bp-030
Accounts Receivable	A/R Deposit Posting		ar_postdeposit	Yes			101-ar-bp-031
Accounts Receivable	Payment Reversal Posting	The Payment Reversal Posting is used to transfer the payment reversal entries to the A/R payment summary records. Payment reversals are used for NSF checks, or for incorrect payment posting. Reversals indicate that the declared amount has not been collected.	ar_postpayrev	Yes			101-ar-bp-026
Accounts Receivable	Payment Transfers Posting		ar_postpaytrf	Yes			101-ar-bp-027
Accounts Receivable	Refunds Posting	This function is used to transfer the refund entries to the A/R payment summary records and to finalize them. The User can choose to process a specific Deposit Number, Cashier Id, Operator ID, or From – To Date or leave the fields blank to process all refunds.	ar_postrefunds	Yes			101-ar-bp-025
Accounts Receivable	Re-Initialize A/R Tables	This process re-initializes all Accounts Receivable tables to zero. It is used by organizations that forward their records at year-end and do not keep historical copies.	ar_reinittables				101-ar-bp-011
Accounts Receivable	Set Warning Flag on Delinquent Accounts	This process is used to add a warning message to an account or to a group of accounts with outstanding charges. The message appears whenever the account is accessed. You need to enter the subsystem and Minimum Balance Due.	ar_setwarning	Yes			101-ar-bp-002
Accounts Receivable	Transfer A/R To History	This process allows you to transfer the Accounts Receivable to history. All billing entries are summarized by date and all cash flow entries are transferred as is.	ar_tranartohist				101-ar-bp-010
Accounts Receivable	Transfer Credits From One Year to Another	This process is used to adjust accounts by removing credits from one year and applying them to another. This is useful if you prefer to credit accounts at year end, rather than providing refunds for overpayments.	ar_transcrd	Yes			101-ar-bp-013
Accounts Receivable	A/R Transfer to Delinquency		ar_transfer_dc	Yes	Yes		101-ar-bp-039
Aircraft	Aircraft Add Levy To Parcels / Names	This process is used to apply a levy to one or more parcels or names.	ac_addlvytoprcl
Aircraft	Aircraft Compute Levies And Exemptions	The Compute Levy and Exemption form is used to re-compute the levies and/ or the exemptions after a change in the tax rates, exemption amounts or percentages. It is recommended to run this process prior to printing the tax bills.	ac_compute
Aircraft	Aircraft Extract Mailing Index		ac_exmailindex
Aircraft	Aircraft Generate Bill Printing Seq Nb	This process is used to generate bill sequence numbers.	ac_genbllprtseq
Aircraft	Aircraft Partial Billing Posting	The Partial Billing Posting batch process is used to post all Aircraft partial billing records to the Govern Accounts Receivable module.	ac_partlbillpos
Aircraft	AC Post To A/R	The Post to A/R batch process is used to transfer the computed Aircraft tax values to the Govern Accounts Receivable module. This process updates the associated taxpayer receivable files and generates the proper general ledger entries.	ac_posttoar
Bankruptcy	Bankruptcy Posting	The posting process is used to finalize the bankruptcy transfer. When this process is complete, the records are flagged as posted. The transfer cannot be reversed.	bk_postbkruptcy	Yes
Boat	Boat Add Levy To Parcels / Names	The Add Levy to Parcel / Name batch process is used to apply a levy to one or more parcels or names.	bt_addlvytoprcl
Boat	Boat Compute Levies And Exemptions	This process is used to recalculate the levies and / or the exemptions after a change in tax rates or exemption amounts / percentages.This process should be ran prior to printing the tax bills.	bt_compute
Boat	Boat Extract Mailing Index		bt_exmailindex
Boat	Boat Generate Bill Printing Seq Nb	The Generate Bill Sequence Numbers process is used to generate bill sequence numbers for the current Boat tax bills. The first bill sequence number is set to 1. This is an internal number used as an index to print the bills.	bt_genbllprtseq
Boat	Boat Partial Billing Posting	The Partial Billing Posting batch process is used to post all Boat partial billing records to the Govern Accounts Receivable module.	bt_partlbillpos
Boat	Boat Post To A/R	The Post to A/R batch process is used to transfer the computed Boat tax values to the Govern Accounts Receivable module. This process updates the associated taxpayer receivable files and generates the proper general ledger entries.	bt_posttoar
Deliquency	Delinquency Posting		bk_postdelinq	Yes
G/L	Update the GL Account		gl_tranacc_updt
General	Compute Formula and Logical Expression		co_comfmlogexp
General	Send Email From Template		co_email_tmpl	Yes
General	Evaluate Calculated Fields		co_evalcalcflds	Yes
General	Execute Query		co_executequery	Yes
General	Export Name to Mail		co_exnamemail
General	Generate SSRS Report Groups		co_genssrsgprpt
General	Import Name to Mail		co_impnamemail
General	Report Scheduler		co_noprocess	Yes	Yes
General	Quick Search Refresh		co_quicksearch	Yes
General	Test Batch Process		co_testprocess
GIS Synch	GIS Synchronization	Govern GIS Integration enables the Govern application to query and display the results of a GIS database selection.	gis_sync	Yes	Yes
Mass Appraisal	Mass Appraisal Tax Audit Finalized		ma_auditfinalzd	Yes
Mass Appraisal	Mass Appraisal Tax Audit Pending		ma_auditpending	Yes
Mass Appraisal	Batch Update	The Batch Update process is used to change the value in one or more fields in the Mass Appraisal database tables and update all the applicable records at the same time.	ma_batchUpdate
Mass Appraisal	Finalize Assessment Roll	OpenForms	ma_closeyear
Mass Appraisal	Mass Appraisal Compute	Compute batch process is used to Recalculate records after creating or modifying rates and compute equalization values. This process can be run to update all applicable records at once, instead of changing each record individually.	ma_compute	Yes
Mass Appraisal	Mass Appraisal Copy To Year	Used to copy the computed Mass Appraisal values to a specific year.	ma_copy_to_year	Yes	Yes	Break
Mass Appraisal	Ma Import Apex Sketch	This process is to import drawings created with Apex and attach them to the drawing function.	ma_impapexsketc
Mass Appraisal	Mass Appraisal Initialize Year		ma_init_year	Yes	Yes	Break
Mass Appraisal	Mass Appraisal Sales Compute	Used to re-compute previously entered sales data with the parameters from an another year.	ma_salescompute	Yes
Miscellaneous Billing	Miscellaneous Billing Compute Sales Tax		mb_compute		Yes
Miscellaneous Billing	Miscellaneous Billing Copy To Year		mb_copy_to_year	Yes
Miscellaneous Billing	MB Initialize Next Year		mb_init_next_yr
Miscellaneous Billing	Misc. Billing Initialize Year		mb_init_year		Yes
Miscellaneous Billing	Miscellaneous Billing Invoice Batch Posting		mb_invoice_post
Miscellaneous Billing	Miscellaneous Billing Recurring		mb_recurring
Motor Vehicle	Motor Vehicle Add Levy To Parcels / Names	This process is used to apply a levy to one or more parcels or names.	mv_addlvytoprcl
Motor Vehicle	Motor Vehicle Compute Levies And Exemptions	Used to compute levies and/or exemptions after a change in tax rates, exemption amounts or percentages. It is recommended to run this process prior to printing the tax bills.	mv_compute
Motor Vehicle	Motor Vehicle Extract Mailing Index	This process updates the bill sort sequence. When a computation is made, the sort sequence is automatically updated; however, if you make changes during the year, or if you need to print other bills, you will have to run this process, the Generate Bill Sequence Number process and then the Bill Printing process.	mv_exmailindex
Motor Vehicle	Motor Vehicle Generate Bill Printing Seq Nb	This process is used to generate bill sequence numbers for the current Motor Vehicle tax bills.The first bill sequence number is set to 1. This is an internal number used as an index to print the bills.	mv_genbllprtseq
Motor Vehicle	Motor Vehicle Partial Billing Posting	This batch process is used to post all Motor Vehicle partial billing records to the Govern Accounts Receivable module.	mv_partlbillpos
Motor Vehicle	MV Post To A/R	This batch process is used to transfer the computed Motor Vehicle tax values to the Govern Accounts Receivable module. This process updates the associated taxpayer receivable files and generates the proper general ledger entries.	mv_posttoar
Name & Address	Extract Mailing Information		na_extrauditchg
Name & Address	Set Mailing Primary Index Active (RE)		na_mailindexchg
Name & Address	Melissa Interface		na_melissa	Yes	Yes
Personal Property	PP Add Levy To Parcels / Names	This process is used to apply a levy to one or more parcels or names.	pp_addlvytoprcl
Personal Property	Personal Property Compute Levies And Exemptions	The Compute Levies and Exemptions process is used to re-compute the levies and/or the exemptions after a change in the tax rates, exemption amounts or percentages. It is recommended to run this process prior to printing the tax bills.	pp_compute
Personal Property	Personal Property Extract Mailing Index		pp_exmailindex
Personal Property	Personal Property Filing Update		pp_filing_updt
Personal Property	Personal Property Generate Bill Printing Seq Nb	This process is used to transfer the computed Personal Property tax values to the Govern Accounts Receivable module.	pp_genbllprtseq
Personal Property	Personal Property Initialize Year		pp_init_year		Yes	Break
Personal Property	Personal Property Partial Billing Posting	This process is used to handle omitted assessments, erroneous assessments, court orders and apportionments. A partial billing can be executed only after a posting has been made.	pp_partlbillpos
Personal Property	Personal Property Post To A/R	This process is used to transfer the computed Personal Property tax values to the Govern Accounts Receivable module.	pp_posttoar
Property Control	Parcel Img. Refresh		pc_imagerefresh
Property Control	Property Information Import	This process is used to import data from an external database file to the PC_AREA or PC_LEGAL_INFO database tables.	pc_propinfoimp
NEW! Special Assessment	Import Property List to Project	Import Property List to Projects is used to import lists of properties from Water, Sidewalk, and 3rd Party Contractor projects that are available in text file format, and then automatically associate these properties to their respective Govern projects. This process will prompt the user for a Project Number. The user must setup the project before running this batch routine. This batch process will import the Tax Map number and amount into the Govern Special Assessments system and link it to the project number.	sa_property_imp	Yes			101-sa-bp-001
NEW! Special Assessment	Process to create TX_LEVY_MASTER records from PC_LK_PARCEL_PROJ		sa_annual_lite	Yes			101-sa-bp-002
Self Reported Tax	Self Reported Tax Computation	This process is used to re-compute the levies and/or the exemptions after a change in the tax rates, exemption amounts or percentages. It is recommended to run this process prior to printing the tax bills.	st_computetoar	Yes
Self Reported Tax	Self Report Tax Create Missing Filer	The Missing Filer process is used to generate missing SRT (Self Reported Tax) Filer periods. In addition, the process may also be used to generate filers in a “metered” manner, for end users, i.e. users will only have access to file the periods that are generated by the administrator.	st_createfile	Yes
Self Reported Tax	Self Reported Tax Posting	This batch process is used to transfer the computed Real Estate tax values to the Govern Accounts Receivable module.	st_posttoar	Yes
Tax – Add Levy to Parcel Names	Add Levy To Parcels / Names	Run the Add Levy to Parcel / Name batch process to apply a levy to one or more parcels or names.	tx_addlvytoprcl
Tax – Copy Name Exemptions to Year	Copy Name Exemptions To Next Year		tx_copyexempnxt
Tax – Copy to Year	Tax Copy To Year		tx_copy_to_year	Yes
Tax – Deferral Transfer	Tax Deferral Transfer	Run the Tax Deferral Transfer batch process to transfer the tax deferral information and post the outcome to the Accounts / Receivable module.	tx_defrltrnsfr
Tax – Exemption Distribution by Name	Exemption Distribution (Names)	Run the Exemption Distribution by Names batch process to distribute the exemption amount according to the priority set in the Exemption by Names form in Govern Admin.	tx_exemptiondis
Tax – Generate Bill Printing Seq. No.	Generate Bill Printing Sequence Number	Run the Generate Bill Sequence Numbers to generate bill sequence numbers for the current Real Estate tax bills.The first bill sequence number is set to 1. This is an internal number used as an index to print the bills.	tx_genbllprtseq
Tax – Partial Billing Post	Partial Billing Posting	Run the Partial Billing Posting batch process to post all Real Estate partial billing records to the Govern Accounts Receivable module.	tx_partlbillpos
Tax – Post to AR	Post To A/R	Run the Posting to A/R batch process to transfer the computed Real Estate tax values to the Govern Accounts Receivable module. This process updates the associated taxpayer receivable files and generates the proper general ledger entries.	tx_posttoar
Tax – Real Estate Extract Mailing Index	Real Estate Re-Extract Mailing Index	Run the Re-extract Mailing Index Batch Table process to regenerate the mailing index table. This process updates the bill sort sequence. When a computation is made, the sort sequence is automatically updated;	tx_exmailindex
Tax – Real Property Tax Compute Levies & Exemptions	Real Property Tax Compute Levies And Exemptions. NEW! – Modification to compute; click here	The Compute Levy and Exemption form is used to re-compute the levies and/or the exemptions after a change in the tax rates, exemption amounts or percentages. It is recommended to run this process prior to printing the tax bills.	tx_compute
Tax – Update Owner in Mailing Index	Update Owner In Mailing Index		tx_updownermail
Tax TSO	TSO Tax Amount	Run this procedure to generate a file containing the amount due by Accounts Receivable Cycle for each taxpayer.	tx_tso_amount
Tax TSO	TSO Bill Request	Run this procedure to load the update information from the TSO company. The mailing index, billing files and accounts receivable information, such as TSO and bank number, are updated.• Additions, such as new parcels are marked by an A. • Changes or corrections are marked by a C. • Deletions to indicate the TSO company no longer services the specified parcels are marked by a D.	tx_tso_billreq
Tax TSO	TSO Batch Payment Generation	This process is used to upload the tape containing the payment information by installment from the TSO to Govern.	tx_tso_pmtgen
Tax TSO	TSO Registration	This process is used to generate an ASCII file containing all TSO accounts or to refine it to include only those from a specific organization. This file contains the names of the taxpayers using a TSO service without including the tax amount or installment information. It is sent to the applicable TSO companies for verification.	tx_tso_registr
Utility Billing	Utility Billing Copy To Year		ub_copy_to_year	Yes
Workflow Management	Generate Workflows		wm_genworkflow	Yes	Yes

Miscellaneous Billing (MB) – Sales Tax Compute Process

Overview

Accessing the Miscellaneous Billing Compute Sales Tax Batch Process

Verifying the Miscellaneous Billing Compute Sales Tax Batch Process

Notes

Executing the Miscellaneous Billing Sales Tax Computation Batch Process

Compute

Notes

Related Information

Batch Processing (technical)

What’s New

Troubleshooting

See Also

Miscellaneous Billing (MB) – Posting of Invoices

Features and Specifications Overview

Records to Process Criteria

Batch Program

Action Button

User Parameters

Selection Criteria

Invoice Number

Override Fields

On Completion (Post Conditions)

Invoice Records

Batch / Reference No.

Batch Variables

Batch Processing (technical)

What’s New

Troubleshooting

See Also

Batch Process Definition Setup – Version 5

Overview

Configuring Batch Process Definitions

Batch Process Definitions User Interface

About Batch Process Definitions

About the Menu Manager

Creating a Batch Process Category

Deleting a Menu Category

Selecting a Category for the Batch Process

Defining a Batch Process

Defining the Transaction Mode

Adding a Report

Deleting a Batch Process Definition

Adding Batch Processes Definition to Govern

Synchronizing Batch Process Definitions

Permissions and Batch Processes

See Also

Batch Process Definition Editor

Overview

Configuration

Batch Process Definition – User Interface

About Batch Process Definitions

About the Menu Manager

Defining a Batch Process

Defining the Transaction Mode

Adding a Report

Deleting a Batch Process Definition

Adding Batch Processes Definition to Govern

Synchronizing Batch Process Definitions

Permissions and Batch Processes

Related Topics

Standard Batch Processes

Overview

Standard Features include:

Batch Process Setup

System Validation Table

Batch Process Editor

Security Setup

Tables/Fields & Naming Standards

Batch Process Name

Batch Process Definitions

User Batch Audit

List of Standard Batch Processes

Troubleshooting

Best practices

Delinquency Collection Batch Processes

Overview

Prerequisites

Defining Security Permissions for the Delinquency & Collections Batch Processes

Transfer A/R to Delinquency