ST – Self Reported Business – Display AR by Period

Self Reported Business – Display A/R by Period

Overview

By default the Self-Reported Business Tax account balance information is displayed by AR_ID, i.e. the Total Balance for the A/R account is displayed.
The A/R Information group presents information in three (3) states:

  • If there is NO A/R the information will be displayed from (Table: ST_FILING_MASTER)
  • When a filing has been posted, i.e. Billed, the A/R Information will be from AR_ID
  • NEW! When the option for Display By Period option has been selected, total balance for the ST period will be displayed, i.e. (ST_ID)
NOTE: If an account has a status of Unfiled, the Display By Period option will not be present.

Display by Period option

When the ST Entry has been posted, by default, the A/R Information is displayed by AR_ID, and the state of the ST record will be changed to Billed. In the A/R Information group the option to Display By Period will be available. By default this option will not be selected. The Total Billed information will be in reference to the total for the account. To view the total for the ST Period, click to select the Display By Period option. When selected, the information will be obtained from (Table: ST_FILING_MASTER).
When a filing is posted, In Govern for .NET, when required, there is an option to display transactions by ST_ID. This option will allow users to view the Filing Period balance or the account balance.

Persistent selection

Users will note that when the Display By Period option is selected, it will remain selected as you switch through other records within the ST Account. To view the A/R Information balance by AR_ID, deselect the Display By Period option.

See Also

Tax Account Maintenance
Self-Reported Business Tax – Filings
Tax Filing Occasional
Tax Name & Address Mailing Index
Business License to Name

Module Overview

 

 

101-st-fea-019

 

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BP – Evaluate Expressions (Recompute and Set)

Batch Process – Evaluate Expressions (Recompute and Set)

Overview

This batch process replaces the Recompute Formulas and Logical Expressions. This batch process is setup by Business Entity (Single Selection Combo)
Filters include:

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

 

 

101-std-bp-001

 

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BP – Execute Query

Batch Process – Execute Query

Overview

Standard Batch Process and Definition to execute a query.

 

 

101-std-bp-003

 

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BP – Export Name to Email

Batch Process – Export Name to Email

Overview

In Development

 

 

101-std-bp-004

 

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BP – Import Name to Email

Batch Process – Import Name to Email

Overview

In Development

 

 

101-std-bp-005

 

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100-ChangesDBStructure

Changes in Database Structure

Version 6.0 and 6.1

Overview

Standard Functions and Features

System and User Validation Tables

Version 6.0 and 6.1

  • Changes to VT_USER and VT_SYSTEM tables. System and User Tables are now validated and compared against the standard structure XML file.

 

Read More...

Userfile

Version 6.0

  • New GLOBAL KEY to allow us to link Workflow and global messages to users.
    • U_ID field added to USR_USERFILE.

User Profiles

Version 6.0.1412

  • Fields removed from USR_PROFILE
    • ORG_NBR
    • GROUP_CODE
    • JURISDICTION_CODE
    • OWNER_MM
    • OWNER_YY
    • NB_REC_WARN
    • NB_MIN_ROLLBACK

Roll Forward Exclusion Tables

Version 6.0

  • New tables added to support the roll forward exclusion of fields.
    • SY_ROLLFORWARD_EXCLUSION
    • SY_ROLLFORWARD_EXCLUSION.TABLE_NAME [PK]
    • SY_ROLLFORWARD_EXCLUSION.COLUMN_NAME [PK]

User Audit Trail New Tables (3)

Version 6.0 – see User Audit for more info [std-fea-017]

  • USR_AUDIT_OPENFORMS
    • AUDIT_ID
    • AUDIT_ACTION
    • ENTITY_ID
    • FORM_CODE
    • USER_ID
    • AUDIT_DATE
    • IP_ADDRESS
    • SOURCE_COMPUTER_NAME
    • REMOTE_COMPUTER_NAME
  • USR_AUDIT_OPENFORMS_CHANGE
    • AUDIT_ID
    • ATTRIBUTE_ID
    • TABLE_NAME
    • COLUMN_NAME
    • OLD_VALUE
    • NEW_VALUE
  • USR_AUDIT_OPENFORMS_KEY
    • AUDIT_ID
    • ATTRIBUTE_ID
    • KEY_NAME
    • KEY_VALUE
    • IS_PRIMARY_KEY
NOTE: The legacy table USR_AUDIT_TRAIL will be kept for modules running in prior releases, but developers should note the new modifications and table structures impact for custom processes.

Property Control (PC)

PC Parcel

Version 6.1

  • NON_PARCEL_FLAG and VIRTUAL_PARCEL cannot be set to null.

PC Sales
Version 6.0

  • PC_SALES is no longer used, only MA SALES

Accounts Receivable & Cash Collection (CC)

Version 6.0

Payer Name

  • PAYER_NAME added to CC_MASTER (name was previously kept in CC_MASTER_NOTES) – 6.0 and 6.1

Mass Appraisal (MA)

For the specification document, click on Appraisal Detail Specification for listing.

Building Changes

Version 6.1

  • Current_P_ID was added to MA_BUILDINGS
  • VT_SY_DRAWCMD is no longer used

Site Changes

Version 6.1
Site changes to support new override methodology

  • These columns were added:
    • LAND_VALUE_OVERRIDE (money)
    • LAND_AG_VALUE_OVERRIDE (money)
    • BLDG_VALUE_OVERRIDE (money)
    • MISC_VALUE_OVERRIDE (money)
    • INCOME_GRM_VALUE_OVERRIDE (money)
    • INCOME_DIR_VALUE_OVERRIDE (money)
    • MRA_VALUE_OVERRIDE (money)
    • PP_VALUE_OVERRIDE (money)
  • These columns were dropped : (No longer used in v6.1)
    • TEMPLATE_CD
    • TEMPLATE_VA
  • A misc. correction script was added to move :
    • LAND_VALUE to LAND_VALUE_OVERRIDE when LAND_OVERRIDE = -1
    • LAND_AG_VALUE to LAND_AG_VALUE_OVERRIDE when LAND_AG_OVERRIDE = -1
    • BLDG_VALUE to BLDG_VALUE_OVERRIDE when BLDG_OVERRIDE = -1
    • MISC_VALUE to MISC_VALUE_OVERRIDE when MISC_OVERRIDE = -1
    • INCOME_GRM to INCOME_GRM_VALUE_OVERRIDE when INC_GRM_OVERRIDE = -1
    • INCOME_DIR_VALUE to INCOME_DIR_VALUE_OVERRIDE when INC_DIR_OVERRIDE
    • MRA_VALUE to MRA_VALUE_OVERRIDE when MRA_OVERRIDE = -1
    • PP_VALUE to PP_VALUE_OVERRIDE when PP_OVERRIDE = -1
  • A misc. correction script was added to move :
    • All XXX_VA values to XXX_OV_VALUE when XXX_OV = -1
    • – XXX_OV_VALUE should be created as well.

Income Changes

Version 6.1
Income changes to support new override methodology

  • These columns were added in MA_Income.
    • Building_Value_Override
    • DIR_Rate_Amount_Override
    • GRM_Rate_Amount_Override
    • Gross_Effective_Override
    • Gross_Rent_PCT_Override
    • Gross_Rent_Value_Override
    • Land_Value_Override
    • Misc_Value_Override
    • Net_Dir_Override
    • Net_GRM_Override
    • Net_Value_Override
    • Rent_Units_Override
    • Vacancy_PCT_Override
    • Overall_ADJ_VAL_Override
  • These columns were added in MA_Income.
    • Ma_Income_Group

Income changes to support new calculation method and configuration

  • Income Fields added
    • Ma_Income_Record_Type
  • Income Table added
    • For Added Fields – to be validated

 

Miscellaneous Billing

Available in GA Release 6.1.1606
To offer more flexibility, the misc. billing parameters are now year base.
As such the YEAR_ID was added to the following tables:

  • MB_INVOICE and MB_INVOICE_DET
  • MB_RECURRING and MB_RECURRING_DET

In prior versions, only the AR Class Code was used for the invoice and invoice detail. To simplify data entry and offer more flexibility, the following tables were added.

  • MB_PARM_CATEGORY (contains a category that will be used to link the detail invoice items)
  • MB_PARM_ITEM

New Database Fields

  • LAST_RECUR_DATE was added to the MB_INVOICE_REC table
  • BATCH_ID was added to the MB_INVOICE table

Self Reported Business Tax (ST)

When the fields for ST forms are created, the following USR_FIELDS_XXXXX tables, are no longer used.

  • USR_FIELDS_DEF
  • USR_FIELDS_LABEL
  • USR_FIELDS_MASK
  • USR_FIELDS_NUMERIC_FORMAT (Added for 6.0 and 6.1)
NOTE:The data in the above have been copied to (Table: ST_PARM_CATEG)

New Field added in ST_MASTER

  • NAICS (Varchar 15) MANDATORY when using Estimated Filings.
NOTE: This field is now a Standard System Field and may need to be converted if it was created as an Added Field.

New Tables added for Estimated Filings

  • ST_ESTIMATE_ID

New Table added for Corporate Account

  • ST_CORP_ACCOUNT

Name and Address (NA)

For ACH processing and field encryption, the following changes have been made:

  • NA_ACH_INFO.ACH_DESC (new field)
  • NA_ACH_INFO.BANK_ACCOUNT_NO (new field length = 44)
  • NA_ACH_INFO.TRANSIT_NO (new field length = 32)

OpenForms Tables

Version 6.0

Tables Removed from versions: 6.0.1411.0106 and 6.1.1411.0106
1. OF_SE_APP_TYPE replaced by an object in memory
2. OF_DE_MODELCONTENT was used only for MOD
3. OF_MD_UPDATER was used only for MOD
4. OF_LK_PROFILE_OF1 was used only for MOD to establish the link with a profile.

Tables Removed from versions: 6.0.1411.0017 and 6.1.1411.0021
The tables defined in MSGDatanaseStructMods.xml (so also in OPENFORMS_REFERENCE_60):

  • 1. OF_BE_MAPEXPR
  • 2. OF_BE_MAPTYPE
  • 3. OF_BE_NAVIGATION
  • 4. OF_BE_SERIALIZATION
  • 5. OF_BE_VALRULE_ATTB
  • 6. OF_BE_VALRULE_PARM
  • 7. OF_CTRL_TO_COLUMN
  • 8. OF_LK_ATT_VALRULE
  • 9. OF_MODEL_PERSONALIZATION
  • 10. OF_SE_ACCESSRIGHTS (notion still useful but the table has been replaced by an enumeration in the code)
  • 11. OF_SE_AUDIT
  • 12. OF_SE_LK_ROLE_USER
  • 13. OF_SE_USER_EXCL
  • 14. OF_UI_MAPTABLE (notion still useful but the table has been replaced by CLR objects in the code)

Release 5.x

Version 5.x

  • PC_LK_PARCEL has been replaced with PM_LK_MASTER

See Prior Database Changes (ref. v6.1.1508)

Related Topics

Govern Database DiagramsRefer to the List of Changed Tables section

 

 

100-ChangesDBStructure

 

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