BP – Send Emails using Email Template

Batch Process – Send Emails using the Email Template

GA 6.1.1706

Overview

This process allows the sending of emails in batch for the current dataset. Although emails can be sent in all batch process definitions, this batch process allows the use of the Email Template.

  • Saved Datasets, Govern ID, Year ID, Frozen Id, and other Business Entity ID [Filter Detail List to be verified ]

 

 

101-std-bp-009

 

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BP – Quick Search Index Build

Batch Process – Quick Search Index Build

GA 6.1.1803

Overview

This process will allow users to rebuild the Quick Search Index. Additional details will be posted.

 

 

101-std-bp-010

 

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BP – Email Registration Link to ST Accounts

Batch Process – Email Registration Link to ST Accounts

Overview

Standard Batch Process and Definition to send a link by email messaging to the members of a list of ST accounts that do not have web access to eGovern portal.

 

 

101-std-bp-011

 

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ST – Self Reported Business Tax Treeview

Self Reported Business Tax Treeview

Overview

The datasets that appear in the Dataset Treeview are populated with the results of searches made through the Search form.
The Treeview Explorer displays record information in a hierarchical arrangement. In the treeview panel, you are able to expand or contract a record with a click on the arrow beside the record icon.
For example, on a search that retrieves tax map records, when you double-click on the tax map, it lists name information at the next level. Each item can be expanded to show specific data on the property, such as owner and occupant names, parcel information and location, permits, utility billing and accounts receivable records.
The Self Reported Business Tax Treeview will display the ST requisite OpenForms, i.e. Self Reported Tax, Self Reported Tax Occasional, and the Self Reported Tax Zero Filer.

NOTE: The forms that are displayed in the treeview are dependent upon admin setup in the GNA Profile Editor and/or assigned access provided through the Govern Security Manager (GSM)

See also

 

 

 

101-st-fea-005

 

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BP – Generate SSRS Reports by Groups

Batch Process – Generate SSRS Reports by Groups

Overview

Processing time is a factor where batch processes are concerned. In instances where a batch process is to be run on queries that result in an extremely large record set, processing time can be an issue. In order to manage long processing times for a single large record set, an SSRS report can be run that will break down the record set into multiple smaller, manageable groups. Each individual group will require less time to process. The Generate SSRS Reports by Group batch process will scan for any existing groups generated by the SSRS report, and print or save in the .PDF file format.

SSRS Report name: co_genssrsgprpt

Batch Process Name: Generate SSRS Report by Groups

 

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Functionality

Report

The report will provide the records of groups for the .PDF file. For example, a query generates 1000 records. In our report we will specify that the resulting record set of 1000 parcels be divided into N groups; where N = 10. The resulting record set is broken up into 10 groups consisting of 100 parcels per group. Both the number of groups to print (N), and the Year will be hard coded in the report as a parameter. During processing, the SSRS report will create a temporary table, (Table: PID_GROUP), to manage the breaking up of the parcels into groups.

NOTE: The temporary table name is selected at the users discretion.

The SSRS report will use the following SQL functions:

  • NTILE()
  • ROW_NUMBER()
  • RANK()
  • DENSE_RANK()

Batch Process

This batch process will print or save .PDF files of all groups it finds in a defined folder. For our example, the Batch Process will scan and locate the 10 groups, and will process 10 times, in order to generate the 10 .PDF files that will contain the record details.
To process, the groups, the user will need to set a path to the location where the .PDF files will be generated to.

NOTE: This is a standard batch process and definition that is designed exclusively for SQL Server Reporting Services (SSRS) reporting.

For more information see General OpenForms Batch Processing

 

 

101-std-bp-012

 

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Govern Standard Module Configuration

Govern Standard Module Configuration

Overview

 

 

101-std-config

 

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ST Late Filing Penalty Method

Business Tax (ST) Late Filing Penalty Method

Overview

This is a new computation method for the Late Filing Levies and the Late Payment feature of Self-Reported Business Tax (ST). This new method was introduced for the current 6.0.1706 and 6.1.1706, 6.1.1707 and greater releases. See below for details about this new method.

Functionalities

The following system and UI changes can be associated with this feature implementation.

System Registry – OpenForms General Settings

There is a new entry under the Self-Reported Tax Registry Filter in the OpenForms General Settings (System registry Registry) form. There is a Force Late Filing Levies Method Date. While the default date of 1/1/0001 is present in the parameter, the Late Filing Levy Method will not be enforced. When any another date is entered, the late filing method will be enforced.

NOTE: Within Govern some settings that appear in the OpenForms General Settings form (SY_REGISTRY), may have other locations that can override the system registry settings form. This location is the only point in which the Force Late Filing Levies Method Date parameter can be overridden.

User Interface (UI)

Category tab – General sub tab

Previously, the Late Filing Penalty and Late Payment Penalty group boxes were hidden conditionally. Entries were required in the A/R Class and Late Payment parameters in order to display the Late Filing group and Late Payment Penalty group boxes respectively. Both groups are now visible.

System Registry – OpenForms General Settings

There is a new entry under the Self-Reported Tax Registry Filter in the OpenForms General Settings (System registry Registry) form. There is a Force Late Filing Levies Method Date. While the default date of 1/1/0001 is present in parameter, the Late Filing Levy Method will not be enforced. When another date is entered, the late filing method will be enforced.

NOTE: Within Govern some settings that appear in the OpenForms General Settings form (SY_REGISTRY), may have other locations that can override the system registry settings form. This location is the only point in which the Force Late Filing Levies Method Date parameter can be overridden.

Late Payment Penalty group

For the Late Payment Penalty group, when there is no A/R Class selected in the combo, the penalty is broken down by A/R Class, i.e. associated with each levy’s A/R class, and the Minimum/Maximum Amount does not apply to the total return, rather, it is per A/R record. The amounts are applied to each penalty record created.

Category tab – Levies sub tab

At the bottom of the Levies sub tab form is the Late Filing Levy combo-box. This parameter is used to link a levy to a Late Filing Levy.

Levies sub tab

In the Computation Method group, the Late Filing Levy combo box is available for all radio button options, i.e. Base X Rate, Fixed Amount, etc. The Late Filing Levy can be linked with the currently selected levy code.

Category tab – Levies sub tab – Computation Method group

In the Computation Method group of the Levies sub tab form is a new Late Filing Levy radio button option. The new Computation Method, when selected, noticeably absent are the Rate Type, Computation Information groups, and the Late Filing Levy combo box.

New Computation Method

When the new computation method, Late Filing Levy is selected, A/R Class must be selected. For this option the only two (2) A/R Classes that can be selected in Invoice (INV) or the parameter field is blank; a blank will also default to invoice.

The new Computation Method called Late Filing Levy when selected, noticeably absent are the Rate Type, Computation Information groups, and the Late Filing Levy combo box.

Business Rules

When a Late Filing levy is being used within the system, should a modification be made to one of the parameters, e.g. Computation Method, and a save is attempted, a warning will be triggered. The warning message will read as, “The following Late Filing Levy cannot change its Computation Method: <methodName>”.

Setup

The setup of a Late Filing Levy follows the same methodology of other standard levies. To associate late filing charges with an existing levy…

  1. Select or create the levy that will be configured.
  2. In the Computation Method group, click to select Late Filing Levy
  3. You will note that the Rate Type and the Computation Information groups will be immediately hidden on the form.
  4. Select an A/R Class; click the ellipsis […] button beside the parameter to open the A/R Class form.
  5. In the A/R Class form, create or select an existing class code.
NOTE: There are only two (2) transaction types that can be selected in the Transaction Type parameter; invoice, i.e. Billed, or leave the parameter blank.

Verify Database Process

As is often the case with a new feature, it is always recommended that administrators run the Verify Database process in the Govern New Administration (GNA). During the process the Verify Database health check will check to see if the SY_REGISTRY default date is being used. When this check has confirmed that the old Late Filing Levies Method is still in use, you will be presented with a warning screen. The screen will link you to the OpenForms General Settings form to change the date in the Force Late Filings Levies Method Date parameter and enable the Late Filing Levy Method.

 

 

101-st-fea-010

 

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