AR – Module Map

Accounts Receivable (A/R) Module Product Map

Overview

General Forms & Features

General Business Rules, Processes, Forms and Features

 

Section Product Code/ Wiki Page Description Supporting Information Developer
General 101-ar Accounts Receivable Module Overview
101-ar-brules System Integrity and Business Rules System Registry
100-ach Centralized page for Automated Clearing House (ACH) 100-ach (dev)
100-pos Centralized page for Point-of-Sale Processing (POS) 100-pos (dev)
A/R Forms 101-ar-frm-001 AR Inquiry 101-ar-frm-001
101-ar-frm-003 AR Inquiry Notes with ACH Information
101-ar-frm-004 AR Inquiry ACH Information General ACH Processing
101-ar-frm-008
101-ar-fea-038
AR Inquiry Payment Plan
AR Allow Payment Less Than Payment Plan Feature
101-ar-frm-006 AR Deposit Management
101-ar-frm-020 AR Payment Data Entry
101-ar-frm-021 AR Data Entry – AR Transactions
101-ar-frm-022 AR Data Entry – Abatements and Exemptions
101-ar-frm-023 AR Data Entry – Adjustments
101-ar-frm-024 AR Data Entry – Interest, Penalties, Fees and Charges
101-ar-frm-025 AR Data Entry – Refunds
101-ar-frm-026 AR Data Entry – Payment Reversals
101-ar-frm-027 AR Data Entry – Payment Transfer
101-ar-frm-028 AR Data Entry – Refund Reversals
A/R Features 101-ar-fea-002 Using Protest Flags
101-ar-fea-003 Receipting
101-ar-fea-004
101-std-fea-004
Dynamic e-search – Standards A/R
Dynamic e-search – Standards
101-ar-fea-010 Accounts Receivable Interest & Penalty Methods A/R Parameters
101-ar-fea-005 Overpayments (OCR & OCH processing)
101-ar-fea-006 ACH Processing General ACH Processing
101-ar-fea-010 A/R Credited Interest on Refund
101-ar-fea-011 A/R Class Code Included in Balance Forward 101-ar-fea-011
101-ar-fea-020 Group Adjustments
101-ar-fea-025 BT – Period Validation for AR Deposit in CC Payment Data Entry
101-ar-fea-026 A/R Search to Load Feature
101-ar-fea-027 Change Payer Name in A/R Inquiry
101-ar-fea-028 AR Inquiry – Payment Transfer
ACH 201-ar-fea-006 ACH Processing eGovern
101-ar-fea-016 ACH Processing Govern Payment Plan (option) Roadmap 101-ar-fea-016
101-ar-fea-017 ACH Processing Credit Filing
ACH egov 201-ar-fea-017 ACH Processing eGovern Credit Filing (ST Remittance)
101-ar-fea-007 Allow Interest and Fees as of date
101-ar-fea-008 Allow Payment Plan Processing
101-ar-fea-009 Security by Property Area Fields Roadmap (DEV) 101-ar-fea-009
Custom Control Payer name 101-ar-fea-021 Payer name Custom Control (New) 101-ar-fea-021-ofr (DEV) 101-ar-fea-021
(QC) 101-ar-fea-021
Action Button Control 101-ar-fea-022 Create A/R for MB, ST, RE, PP, etc. 101-ar-fea-022-ofr
101-ar-fea-023 A/R Method Waiver for Min/Max SRT Filings
101-ar-fea-024 AR Payment Action Button 101-ar-fea-024-ofr
Cash Collection 101-cc-frm-001 Cash Collection Data Entry CC wiki Map (DEV) 101-cc-frm-001

 

Batch Process (bp)

Accounts Receivable Batch Processing

Status Wiki Page / Code Batch Process Name Batch Process Supporting
Information
GFW Batch Process
Batch Processes 101-ar-bp-001 AR Apply Pending Credits ar_applypencr mnu_apply_cr
101-ar-bp-002 AR Set Warning Flag on Delinquent ar_setwarning mnu_set_w_flag
101-ar-bp-003 AR Apply Penalty on Delinquent ar_apppendelinq mnu_ar_interest
101-ar-bp-004 AR Generate Delinquent Charges ar_gendelinqchg mnu_ar_charge
101-ar-bp-005 AR Apply Deposits ar_appdeposits
101-ar-bp-006 AR Compute Balance As Of a Date ar_compbaldue mnu_late_charge
101-ar-bp-007 AR Extract As Of Date A/R Detail Table ar_extrasofdate mnu_extract_ar
101-ar-bp-008 AR Generate Refunds ar_genrefunds Missing batch process mnu_gen_rf
101-ar-bp-009 AR Generate Over and Short ar_genovershort mnu_bal_adj
101-ar-bp-010 AR Transfer to History ar_tranartohist mnu_ar_hist
101-ar-bp-011 AR Re-Initialize A/R Tables ar_reinittables mnu_ar_init_tab
101-ar-bp-012 AR Period Closing ar_perclosing mnu_ar_p_close
101-ar-bp-013 AR Transfer Credits from One Year to Another ar_transcrd mnu_ar_credit
101-ar-bp-100 AR Posting – Combined Posting of all type Roadmap (14487)
101-ar-bp-020 AR Posting – Payments
AR Posting – Cash Collection (CC or)
ar_postcashcol mnu_ar_cc
101-ar-bp-021 AR Posting – AR Transaction Not available
101-ar-bp-022 AR Posting – Abatements and Exemptions Not available
101-ar-bp-023 AR Posting – Adjustments ar_postadjust mnu_ar_adj
101-ar-bp-024 AR Posting – Interest, Penalties, Fees and Charges Not available
101-ar-bp-025 AR Posting – Refunds ar_postrefunds mnu_ar_refund
101-ar-bp-026 AR Posting – Payment Reversals ar_postpayrev mnu_ar_rev
101-ar-bp-027 AR Posting – Payment Transfers ar_postpaytrf
101-ar-bp-030 AR Posting – Postdated Payments ar_postdatedpmt mnu_ar_pdt
101-ar-bp-031 AR Posting – Deposits ar_postdeposit mnu_ar_deposit
eGov 201-ar-bp-033 AR eReipting (e-Gov System) ar_ereceipting
eGov 201-ar-bp-034 AR eBilling (eGov System) ar_ebilling
101-ar-bp-035 AR Create AR Levy Close File? ar_levyclose
101-ar-bp-036
101-ar-frm-036
AR Lock Box Batch Process Posting
AR Lock Box Maintenance Form
ar_lockbox 101-frm-036-config
Lockbox Layout to distribute 6.0/61
Change Assessment
101-ar-bp-038 AR Generate Check Refund Numbers ar_gencheck
DC 101-ar-bp-039 AR Transfer Delinquency GA 1609 Batch process to transfer delinquant accounts to Delinquency
Other 101-ar-bp-040 AR Generate GL Account gl_tranacc_updt General Ledger Account Update
101-ar-bp-041 AR Generate Payment Reversals for a Batch ar_gen_reversal GA 1609 Batch process to create payment reversals for a posted batch of payments
ACH 101-ar-bp-060 AR ACH Pre-notification File ar_ach_prenote GA1609
101-ar-bp-061 AR ACH Prepare Data for ACH File Balance Due ar_ach_bal GA1609
101-ar-bp-062 AR ACH Generate ACH File ar_ach_file GA1609 Changed from 037 to 060 AR ACH File Process
101-ar-bp-063 AR ACH Post Dated Payment Plan Roadmap Changed from 039 to 063
101-ar-bp-064 AR ACH Update Payment Plan Status version 6.0 only
eGov 201-ar-bp-065 AR ACH Process for Web Payments Validate if any changes
Tax billing 101-tx-bp-040 Tax TSO Registration tx_tso_registr
101-tx-bp-041 Tax TSO Bill Request tx_tso_billreq
101-tx-bp-042 Tax TSO Generate Tax Amount tx_tso_amount
101-tx-bp-043 Tax TSO Batch Payment Generation tx_tso_pmtgen
101-ar-bp-080 AR Batch Deletion of Payments ar_delpayments mnu_ar_pmt_del
101-ar-bp-081 AR Batch Deletion of Refunds ar_delrefunds mnu_ar_rf_del
101-ar-bp-082 AR Batch Deletion of A/R Transactions ar_deltrans mnu_ar_tran_del
Bankruptcy Bankruptcy
101-br-bp-050 AR Bankruptcy Posting bk_postbkruptcy
101-br-bp-051 AR Bankruptcy Delinquent Posting bk_postdelinq
General Ledger 101-ar-bp-040 AR GL Account gl_tranacc_updt
Parameters 103-ar-bp-105 Copy AR CLass Code Batch Process ar_copy_to_year

Reports (rpt)

Accounts Receivable Standard Reports

Status Wiki Page Batch Process Name Report Process Name Supporting Information Description
Edits & Balancing 101-ar-rpt-001 A/R report
101-ar-rpt-002
101-ar-rpt-003
101-ar-rpt-004 Cash Balancing Report cashbal.rpt under construction Version 6.0 and 6.1
ACH Processing 101-ar-rpt-060 ACH Edit List (Encryption Method Backward Compatible) ach_list Roadmap This reports displays ACH information.
101-ar-rpt-061
101-gl-rpt-001 AR Distribution General Ledger auxialgl.rpt

 

Business Rules

Status Wiki Page Name Document Type Notes
101-ar-ref-TransactionRules AR Transaction Rules (table) The Golden rules of AR Transactions
101-ar-ref-TransactionType AR Transaction Type System Table (table)
101-ar-ref-GLAccountingRules AR to GL Account Business Rules (rules)(schema)
101-ar-brules-validation AR Object Error Reporting
101-ar-brules-payment Payment Application Priorities
101-ar-ref-ErrorCodes AR Posting Error Table

Application Parameters

See GNA map for more information

Status Wiki Page Name Notes
103-ar-parm-General General AR Parameters
103-ar-parm-Deposit Deposit Management Parameters
103-ar-parm-Priorities Sub-System Payment Application Priorities
103-ar-parm-ARClasscode A/R Class Codes
103-ar-parm-GLAccounts A/R GL Account
103-ar-parm-CC Cash Collection Parameters
103-ar-parm-ACH ACH Parameters
103-ar-parm-Tables System and Validation Tables
103-ar-parm-Escrow Escrow Paramters
103-ar-parm-CopyYear Copy AR Class Code to Year
103-ar-parm-Calendar A/R Parameters Calendar

 

101-ar-map

 

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MB Product Map

Miscellaneous Billing (MB) Product Map

Version 6.x

Overview

The goal of the Product Map is to provide links to existing Miscellaneous Billing documentation.
This information is grouped around the Form Functionality or other stand-alone OpenForms Component ( Batch Process, Report, View, etc.).

Product Map

The following lists the product code documentations grouped by forms or by type.

 

Read More...

 

Section Status Product
Code/Page
Description Process Name Supporting Info Quality Control Developer Technical Information
General 101-mb
101-mb-system
Miscellaneous Billing Module Master
Master System Architecture and Configuration Requisites
What’s New Configuration
Impact List
Visio MB Database Diagram
101-mb Developer Specs & Questions
101-mb-config Miscellaneous Billing Administrative Configuration and Setup
101-mb-ofr OpenForms (OFR) System Configuration 101-mb-ofr 101-mb-ofr
101-mb-brules MB Business Rules 101-mb-rules 101-mb-rules
A/R Business Rules 101-ar-brules Accounts Receivable Business Rules and References

Transaction Types

Transaction Rules
A/R Object Errors G/L Transaction Rules

Standard Features
Features 101-mb-fea-004 Standard Dynamic Search Queries MB Group Std Features 101-std-fea-004 101-mb-fea-004 101-mb-fea-004
201-mb-fea-005 Online Payment of Miscellaneous Billing
101-std-fea-024 Standard Controller used for Link to Name and Link to Parcel How to setup 101-std-fea-024-ofr 101-std-fea-024
101-ar-fea-022 Standard AR Controller – Action Button – Create A/R How to setup 101-ar-fea-022-ofr 101-ar-fea-022
Miscellaneous Billing – Features
101-mb-fea-010 Sales Tax Computation
101-mb-fea-011 Misc. Billing Tax Lien Feature Feature not available. See Roadmap 101-mb-fea-011
Miscellaneous Billing – User Forms
Misc. Billing 101-mb-frm-001 Account Maintenance 101-mb-frm-001 101-mb-frm-001
101-mb-frm-002 Invoices (Unposted and Posted) 101-mb-frm-002 101-mb-frm-002
101-mb-frm-003 Recurring Invoices 101-mb-frm-0http://product-qc.govern.harrisgovern.com/101-mb-frm-00203 101-mb-frm-003
Recurring Invoices History Deprecated
Miscellaneous Billing – Administrative Parameters check–> GNA wiki Map
Parameters 103-mb-parm-General Misc. Billing General Parameters 103-mb-parm-General 103-mb-parm-General
103-mb-parm-Category Misc. Billing Parameter Category 103-mb-parm-Category 103-mb-parm-Category
103-mb-parm-Item Misc. Billing Parameter Items SY Registry USR Registry
A/R Parm A/R Deposit
103-mb-parm-Item 103-mb-parm-Item
103-mb-parm-Recurring Misc. Billing Recurring Batch Code 103-mb-parm-Recurring 103-mb-parm-Recurring
103-mb-parm-Template Misc. Billing Templates for Land Management Feature not available. See Roadmap 103-mb-parm-Template 103-mb-parm-Template
103-mb-bp-005 Misc. Billing Copy to Year (see batch process) check–> 103-mb-copytoyear 103-mb-copytoyear
103-mb-bp-006 Misc. Billing Initialize Next Year (see batch process)
Miscellaneous Billing – Batch Processing Batch Processing
Batch Processes 101-mb-bp-001 Misc. Billing Posting to A/R (See also Features) MB_Post_AR 101-mb-bp-001 101-mb-bp-001
101-mb-bp-002 Misc. Billing Recurring Entry Posting MB_Post_Rec 101-mb-bp-002 101-mb-bp-002
101-mb-bp-003 Misc. Billing Lien Transfer MB_Post_Lien Feature not available. See Roadmap 101-mb-bp-003 101-mb-bp-003
101-mb-bp-004 Misc. Billing Compute (Recompute sales tax) MB_Compute 101-mb-bp-004 101-mb-bp-004
103-mb-bp-005 Misc. Billing Copy to Year (GNA) MB_CopyToYear 101-mb-bp-005 101-mb-rpt-005
103-mb-bp-006 Misc. Billing Initialize Data to the new year (GNA) MB_init_next_yr
Miscellaneous Billing – Standard Reports Reporting
Standard Reports 101-mb-rpt-001 Recurring Entry List mbrecurring.rpt Feature not available. See Roadmap 101-mb-rpt-001 101-mb-rpt-001
101-mb-rpt-002 Batch Posting Report standard report Use standard batch audit report 101-mb-rpt-002 101-mb-rpt-002
101-mb-rpt-003 Invoices mbinvoice.rpt
Miscellaneous Billing – OpenForms Standard STD Map
103-UT-005 Database Integration (System Tables, Corr. Scripts…)
103-UT-007 / 103-UT-008 EMT (Import / Export ) Utilities
103-UT-010 Database Extract Tool Utility
101-std-fea-027 Online wiki help for GNA Parameters
Miscellaneous Billing – System Options
202 mMobile Mobile Table Resources Feature not available. See Roadmap System Options (202) Tech

 

Related Topics

101-mb-bp-001

 

 

101-mb-map

 

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PC Product Map

Property Control (PC) Product Map

Version 6.0 and Version 6.1

Overview

The goal of the Product Map is to provide links to existing Property Control documentation.
Grouped around the Form Functionality or other stand-alone OpenForms Component ( Batch Process, Report, View, etc.).

Product Map

The following lists the product code documentations grouped by forms or by type.

 

Product Code Name Compute/Other Parameters R&D Test Plan
General
Parcel
(pc_parcel)
101-pc-frm-012 Parcel Information (MASTER) 103-pc-tables-jurisd”>103-pc-tables-jurisd
101-pc-frm-035 Parcel Linking
101-pc-frm-004 Parcel Property Location(s)
101-pc-frm-005 Parcel Project(s)
101-pc-frm-003 Common Site Maintenance
101-pc-frm-009 Parcel Owners
Area 101-pc-frm-017 Property Area
Legal 101-pc-frm-018 Legal Information
101-pc-frm-028 Parcel Buildings
101-pc-frm-026 Parcel Occupants
101-pc-frm-029 Building Linking
101-pc-frm-024 Property Hazards
101-pc-frm-038 Deeds
101-pc-frm-008 Parcel Genealogy
101-pc-frm-006
101-pc-frm-006-spec
Split Merge
see roadmap for tables to be copied and/or duplicated
101-pc-frm-006-ctl-wpg
101-pc-frm-006-rpt
Web service for split merge is currently not available.
See Roadmap.

Standard Features

Standard Features Page Links Description
101-pc-fea-004 Standard Feature e-Search for Property Control Specific information
101-pc-fea-010 Standard Feature Freeze and Audit for Property Control
101-pc-fea-011 Standard Feature Roll Forward for Property Control

Form Functions

Forms – Functions Page Link (frm) Description
101-pc-frm-003 Common Sites
101-pc-frm-004 Property Location
101-pc-frm-005 Projects
101-pc-frm-006 Split Merge
101-pc-frm-006-ctl-wpg Split Merge Custom Features for the City of Winnipeg
101-pc-frm-006-rpt Split Merge embedded Report
101-pc-frm-008 Parcel Genealogy
101-pc-frm-009 Owners
101-pc-frm-012 Parcel Information (MA MASTER)
101-pc-frm-017 Property Area
101-pc-frm-018 Legal Information
101-pc-frm-024 Property Hazards
101-pc-frm-026 Property Occupants
101-pc-frm-028 Building Information
101-pc-frm-029 Building Linking
101-pc-frm-035 Parcel Linking
101-pc-frm-038 Deeds

Batch Programs

Page Link Description
101-pc-bp-001 pc_imagerefresh Property Control image refresh
Copies the latest multimedia house picture (sy_registry) section Mass Appraisal Comp Sales Picture to
a new table called PC_PARCEL_PICTURE.
101-pc-bp-002 pc_propinfoimp Import Property Information (to be verified)
101-pc-bp-003 gis_sync Property Control GIS Synchronization

Reports

Product Code Description
101-pc-rpt-001 pcownlbl Owner Listing Labels

 

101-pc-bp-001

 

101-pc-map

 

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RE – Real Property Tax Product Map

Real Property Tax (RE) Product Map

Overview

The Real Property Tax Billing documentation is in the process of being transferred to the Govern Knowledge Base. Please refer to the Govern Tax Product Map 101-tx-map for a summary of (RE-PP-MV-AC-BT) modules.

Please refer to the 6.0 Real Property Tax Manual (pdf).

 

General Forms & Functions

Tax Form Functions Standard Form Real Property Personal Property Motor Vehicle Air Craft Boat Excise Tax
Levy Group Integrity Check
101-re-fea-001

 

Batch Processes (bp)

Standard – All Wiki Page / Code Batch Process Name Batch Process Supporting Information GFW Batch Process
Batch Processes 101-re-bp-001

 

Reports (rpt)

Real Property

Description Real Property Process Information

 

Related Topics

Accounts Receivables

 

 

101-re-map

 

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MA – Product Map

Mass Appraisal Product Map

Overview

The goal of the Product Map is to provide links to existing Mass Appraisal informational pages.
Grouped around the Form Functionality or other stand-alone OpenForms Component ( Batch Process, Report, View, etc.)

Business Rules

OpenForms Govern Standards & Property Control Mass Appraisal Mass Appraisal Conversion
Database/Naming Standards
Number Format Editor
Integrity Business Rules (Active/Inactive)
Frozen ID/Roll Forward Split Merge
Jurisdictions
MA Tables Rules LookUp Groups
Validation Tables MA Values Rules
MA Modif Stamp
MA Compute Entity Configuration
Convert Mass Appraisal Parameters
Convert Mass Appraisal Tables
Convert Standard Formulas to Expressions

 

Parameters and Tables

Section Product Code MA Tables Options MA Tables Business Rules Other Information Basic Tables
General Parameters &
Table Standards
103-ma-parm-General Parameters
103-ma-parm-Tables
Appraisal Link Group
Look-up by Matrix
Links , Average & Group Option
Unit/Area Lookup, ISRequired , Forced and Display
Allow Table Sequences to use the same column by model
MA Tables BRules 103-pc-tables-jurisd
103-ma-tables-method
103-ma-tables-permadjreason
Mass Appraisal General Tables 103-ma-tables-nbhd
103-ma-parm-Tables-Depreciation
103-ma-parm-Tables-Rounding
103-ma-tables-multdist
103-ma-tables-l_assmt
MA Single Table Category All
MA Tables – Depreciation
MA Single Table Category All – Rounding
MA Single Table Category All – Correlated Values
MA User Table – Limited Assessment

 

Form Functions

Section Product/Wiki Code Description Specification/Parameters Supporting Info R&D Technical Info/Test Plan
Property Master
(frm-014)
101-ma-frm-014
101-pc-frm-012
101-pc-frm-017
101-pc-frm-018
101-ma-compute-Global
CAMA Property Information (Master)
PC Parcel
PC Area
PC Legal
Compute Total Values for the Property
Global Property Compute
103-ma-tables-method
103-pc-tables-jurisd
103-pc-tables-neighborhood
103-ma-tables-l_assmt
103-ma-tables-multdist
same
101-ma-frm-071 CAMA Property Info Combined (Custom)
includes: Area and Legal
-Audit – 101-ma-frm-019 CAMA Audit Information 103-ma-tables-maactv (activity)
103-ma-tables-maentry (entry)
103-ma-tables-mainfsrce (source)
103-ma-tables-adjtp (adj type)
103-ma-tables-ma_over (ov type)
101-ma-frm-019-Test (6.1)
-Exemption – 101-ma-frm-022 CAMA Exemptions See Roadmap
– What If – 101-ma-frm-030 CAMA What IF (new) Same tables as audit
Value Override
(frm-021)
101-ma-frm-021 CAMA Value Override See Roadmap 103-ma-tables-maover (ov type)
– Site –
(frm-016)
101-ma-frm-016 CAMA Site Info. Site Adjustment Computation
Site Setup(Dev)
103-ma-parm-Tables-Sites
101-ma-frm-016 Form Setup (6.0)
101-ma-frm-016-TestPlan
101-ma-frm-016-UseCase
– Land –
(frm-017)
101-ma-land
101-ma-compute-LandUnit
101-ma-compute-Land
101-ma-frm-017
General Land Information
Compute Land Units
Comnpute Land Value
CAMA Land Information
Compute Land Units
Compute Land Values103-ma-parm-General-2
103-ma-parm-LandUse
103-ma-parm-LandSchedule
103-ma-parm-PlotUse
103-ma-parm-Tables-LandAdjust
101-ma-frm-017 Form Setup (6.0)
101-ma-frm-017-Test Plan
101-ma-frm-017-Use Case
(needs to be updated)
need to review Form Setup
101-ma-frm-032 CAMA Land Ag. (NY)
101-ma-frm-061 CAMA Land Ag. (PA)
– Buildings
(frm-025)
101-ma-buildings
101-ma-compute-Bldg
101-ma-frm-025
General Building information
Compute Building Information
CAMA Building Information
Compute Building Value
103-ma-parm-General-2
103-ma-parm-BldgUse
103-ma-tables-submodel
101-ma-frm-025 form Setup (6.0)
101-ma-frm-005 CAMA Building Drawing 101-ma-frm-005 Form Setup (6.0)
101-ma-frm-012 CAMA Building Area 101-ma-frm-012 Form Setup (6.0)
101-ma-frm-026 CAMA Building Structural Elements BSE 103-ma-parm-Tables-BSE
103-ma-parm-Templates-BSE
101-ma-frm-026 Form Setup (6.0)
Story #10-(4 Dimension Table)
101-ma-frm-026-TestPlan
101-ma-frm-026-UseCase
Misc. Structure – 101-ma-compute-Misc
101-ma-frm-020
Compute Miscellaneous Structure Value
CAMA Miscellaneous Structure
see Roadmap Requirement 14790
Compute Miscellaneous Value 101-ma-frm-020 From Setup (6.0
– Sales & Comps- 101-ma-sales
101-ma-frm-015
General Sales Information
CAMA Sales
101-ma-frm-029
101-ma-compute-Comps
CAMA Comparable Sales
Compute Comparable Sales
Compute Comparable Sales
– Parcel Linking – 101-ma-frm-003
101-ma-compute-MA-Linking
CAMA Appraisal Linking (Condo +) 103-ma-parm-
101-ma-compute-MA-Linking
– Income – 101-ma-frm-023
101-ma-frm-023-fea-001
103-ma-parm-income
103-ma-parm-add
103-ma-parm-incqua
103-ma-parm-incadj
103-ma-parm-Tables-incitem
103-ma-parm-Tables-incexp
103-ma-parm-Tables-incsbcat
103-ma-parm-incmodel
CAMA Income
CAMA Income – Apply Default Economic model
MA Tables Single Entry – Income Category
MA Tables Single Entry – Added Fields
MA Tables Single Entry – Income Quality
MA Tables Single Entry – Income Adjustments
MA Tables Income Rental Items
MA Tables Income Expense Items
MA Tables Income Sub Categories
MA Tables Income Models
101-ma-compute-Income
101-ma-compute-IncomeFields
Income Group
103-ma-tables-incunit (income unit)
101-ma-frm-023-(Dev Only)
101-ma-frm-070 CAMA Income Rental Detail 103-ma-parm-Tables-IncRental
 Multiple Regression Analysis – MRA (Fair Market) – 101-ma-frm-065
101-ma-compute-MRA
CAMA Fair Market Value (Multiple Regression Analysis – MRA)
Compute MRA Fair Market Value
MRA Computation
103-ma-parm-MRAmodel
103-ma-parm-Tables-MRA
101-ma-frm-065-TestPlan
101-ma-frm-065-UseCase
– Personal Property-
(Appraisal opt.)
– Discontinued – 101-ma-frm-004 CAMA Drawing (non apex)
101-ma-frm-057 CAMA Multiple Assessment Rate
101-ma-frm-059 CAMA SAMA Summary Values
101-ma-frm-078 CAMA Property Distance Weight
101-ma-frm-099 CAMA Value History
3rd Party Integration
Apex Building Drawing 303-apex
Marshall & Swift (Requirement )

Tags: [101] [ma] [ma-frm]

Standard Features (fea)

Mass Appraisal

Status Product Code Appraisal Specific Additional Information Developer Test Plan
101-ma-fea-001 Full Compute Controller/Action Button if manual 101-ma-fea-001 101-ma-fea-001
101-ma-fea-004 Dynamic e-search – Appraisal Dynamic e-search – STD
[To be verified] 101-ma-fea-010 Freeze & Audit
101-ma-fea-011 Roll Forward Business Rules
101-ma-fea-006 Saved Datasets
101-ma-fea-017 Audit Trail

 

Batch Process (bp)

Module Wiki Page Batch Process Name Batch Process Name GFW Process Test Plan
std 101-std-bp-001 Evaluate Expressions (Recompute) co_ (pcode).s01-c.all
ma 101-ma-bp-001 Import APEX area codes ma_impapexsketc [to be verified]
ma 101-ma-bp-002 Mass Appraisal Batch Compute ma_compute Developers Page
ma 101-ma-bp-003 Finalize Assessment Close Year (History = yes) ma_closeyear
ma 101-ma-bp-004 Batch Update ma_batchUpdate see Roadmap
ma 101-ma-bp-005 Batch Computation of Sales ma_salescompute Developers Page
ma 101-ma-bp-006 Transfer Appraised Value to Real Property Tax ma_trnstotax see Roadmap
ma 101-ma-bp-007 Generate Audit Pending ma_auditpending change long description to MA (currently listed as Real Property)
ma 101-ma-bp-008 Generate Audit Finalize ma_auditfinalzd change long description to MA
ma 101-ma-bp-012 Comparable Sales Extract to be defined see Roadmap
pp 101-pp-bp-001 Personal Property Computation pp_compute see Roadmap
ma 103-ma-bp-005 Copy Mass Appraisal Parameter Tables to Year ma_copy GA1609
ma 103-ma-bp-006 Initialize Mass Appraisal Next Year Data ma_init_year
ma 103-ma-bp-010 Marshall And Swift – Copy To Year ma_ms_copy_year

 

GNA Administrator

Application Parameters

Mass Appraisal

Status Wiki Page Name Notes Test Plan
001 GENERAL PARAMETERS
103-ma-parm-General-1 001 General Parameters – Page 1 Will be reviewed to remove unused parameters
103-ma-parm-General-2 001 General Parameters – Page 2
103-ma-parm-General-3 001 General Parameters – Page 3
103-ma-parm-General-4 001 General Parameters – Page 4
103-ma-parm-General-5 001 General Parameters – Page 5
[roadmap] 103-ma-parm-General-6 001 General Parameters – Page 6 Marshall & Swift
[to be verified] 103-ma-parm-Appraisers 002 MA APPRAISERS
103-ma-parm-Tables-MASTER 003 MA TABLES (Master)
103-ma-parm-Tables-Single 004 Tables – Single Entry
103-ma-parm-Tables-BSE 005 Tables – Building Structural Elements
103-ma-parm-Tables-Depreciation 006 Tables – Depreciation
103-ma-parm-Tables-IncExpense 007 Tables – Income Expenses
103-ma-parm-Tables-IncRental 008 Tables – Income Rental Details
103-ma-parm-Tables-LandAdjust 009 Tables – Land Adjustments
103-ma-parm-Tables-MRA 010 Tables – MRA
103-ma-parm-Tables-COMPS 012 Tables – Comparable Sales Elements
103-ma-parm-Tables-Sites 013 Tables – Sites
103-ma-parm-Templates-BSE 050 BSE Templates
103-ma-bp-005 Copy to Year Copy Mass Appraisal Tables to Year
103-ma-bp-006 Initialize to Year Copy Mass Appraisal Data to Year

See GNA Product Map

 

 

101-ma-map

 

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103-all-GNA-map

Govern New Administrator (GNA) System Product Map

The product structure is broken down by System Resources, Application modules, Options and 3rd Third Party setup and configuration functions, tools and utilities.

System Resources

Setup and configuration of standard resources, functions, tool and utilities. Categorized by type, based on their menu hierarchy (ED=Editors, SY=System, UT=Utilities, UI=User Interface). The Section # corresponds to GNA’s full pdf manual section.

Section
#
Product Code
Link
Product Description Code
Type
Code
Name
Additional Information Quality Control

Editors

1.2 103-ED-001 Profile Editor ED Editors
1.5 103-ED-002 Field Mask Editor (Global mask)
(previously called Global Mask Validation Editor)
ED Editors
1.4 103-ED-003 Constant Value Editor ED Editors 103-ed-003-TEST 103-ed-003-TEST
1.4 103-ED-004 SQL Query Editor ED Editors 103-ed-004-TEST 103-ed-004-TEST
1.4 103-ED-005 Formula Editor (Discontinued in 6.?) ED Editors
1.4 103-ED-006 Logical Expression Block Editor (Discontinued in 6.1?) ED Editors
1.3 103-ED-007 External Command Editor ED Editors
1.5 103-ED-008 Number Format Editor ED Editors
1.5 103-ED-009 System Validation Table Editor ED Editors
1.5 103-ED-010 User Validation Table Editor ED Editors
1.5 103-ED-011 Data Mapping Editor ED Editors
1.5 103-ED-012 Resource File Editor ED Editors
1.3 103-ED-013 Batch Process Definition Editor ED Editors
1.3 103-ED-014 Dynamic Search Objects ED Editors
1.3 103-ED-015 Dynamic Search Styles ED Editors
1.3 103-ED-016 Dynamic Search Groups ED Editors
103-ED-017 Expression Editor ED Editors 103-ED-017 103-ED-017
103-ED-018 Shared Expression Editor ED Editors (Dev) 103-ED-018 (QC) 103-ED-018
101-std-fea-037 Text Style Editor ED Editors
103-ED-019 Email Template Editors ED Editors
103-ED-020 Mobile Configuration Editor ED Editors 103-UT-006 103-ED-020
103-ED-021 Message Template Editor ED Editors
103-ED-022 Quick Search Index Group Editor ED Editors 103-ED-022
103-ED-023 Bill Messages Editor ED Editors 103-ED-023
103-ED-024 Generic Import Editor (NEW!) ED Editors
103-ED-025 Marshall & Swift (M&S) Valuation Setting Editor (NEW!) ED Editors

System

1.2 103-SY-001 General Settings (SY REGISTRY) SY System
1.2 103-SY-002 General Connection SY System
1.2 103-SY-003 Department Maintenance SY System
1.2 103-SY-004 User Maintenance SY System
1.2 103-SY-005 Name & Address Group Security Grid SY System
1.3 103-SY-006 Report Editor SY System
1.3 103-SY-007 Report Editor Criteria SY System
103-SY-008 User Settings (USER REGISTRY) SY System tbd

Utilities

1.2 103-UT-001 Active Directory Integration Tool UT Utilities
1.6 103-UT-002 Connection Key Management UT Utilities
1.5 103-UT-004 Country Correction in NA_NAMES table UT Utilities
1.6 103-UT-005 Database Verification UT Utilities
1.6 103-UT-006 Initialize Mobile Database UT Utilities
1.6 103-UT-007 Export Data to File UT Utilities
1.6 103-UT-008 Import Data from File UT Utilities
1.1 103-UT-009 Diagnostic Configuration and Trace UT Utilities
103-UT-010 Database Extraction Tool UT Utilities (new)

Conversion

103-ma-cvt-001 Mass Appraisal Parameters
103-ma-cvt-002 Mass Appraisal Tables
103-std-cvt-003 Standard Formula to Expression
103-wm-cvt-001 Workflow Conversion Roadmap (22166)
General
103-GN-001 Field Exclusion (for Roll Forward and Copy to next year

User Interface

1.1 103-UI-ALL User Interface UI Windows
1.1 103-UI-003 Cascade UI Windows
1.1 103-UI-004 Tile Horizontally UI Windows
1.1 103-UI-005 Tile Vertically UI Windows
1.1 103-UI-006 Layout (Std. or Tabbed) UI Windows
103-UI-010 GNA About Box (see roadmap) UI
103-UI-011 GNA Help UI

System Registry

The following parameters are used to configure
Click here to access System Registry Parameters
Accounts Receivable
Miscellaneous Billing

Application Configuration

Standard
Page Link Accounts Receivable Test Plan
103-std-parm-RollFwdExcl 001 Roll Forward Exclusions

Accounts Receivable & Cash Collection

Page Link Accounts Receivable Test Plan
103-ar-parm-General 001 General Parameters
103-ar-parm-Deposit 012 Batch Deposits setup
103-ar-parm-Class 002 Class Codes
103-ar-parm-CC 003 Cash Collection Parameters
103-ar-parm-Priorities 004 Sub-System Priorities
103-ar-parm-ACH 005 ACH Accounts Parameters
103-ar-parm-GL 006 General Ledger Transactions Parameters
103-ar-parm-GLDistr 007 General Ledger Distribution Parameters
103-ar-parm-Trans 008 A/R Transaction Parameters
103-ar-parm-CopyYear 009 Copy to Next Year
103-ar-parm-SubsysPriorities 010 A/R Sub-System Priorities
103-ar-parm-DepositTypes 011 A/R Deposit Types
103-ar-table-cctype CC Type System Table
103-ar-parm-Escrow Escrow Maintenance
103-ar-parm-Calendar 012 AR Calendar

Business Tax (Self Reported Tax)

 

Link Business Tax (ST) + (PM)
103-st-parm-General 001 General Parameters
103-st-parm-CopyYear 002 Copy to Year
103-st-parm-Category 003 Categories
103-st-parm-FormSetup 004 Categories Form Setup
103-st-parm-Periods 005 Periods

Miscellaneous Billing (mb)

 

Link Misc. Billing (mb)
103-mb-parm-General 001 General Parameters
103-mb-parm-Category 002 Categories
103-mb-parm-Item 003 Items
103-mb-parm-Recurring 004 Recurring Entries
103-mb-parm-Templates 005 Misc. Billing Templates
103-mb-parm-CopyYear 006 Copy parameters

Real Property Tax

Page Link Real Property Tax Billing
103-re-parm-General 001 General Parameters
103-re-parm-Levy 002 Levy Codes
103-re-parm-Exemption 003 Exemption Codes
103-re-parm-LevyGroup 004 Levy Groups
103-re-parm-ExemptionGroup 005 Exemption Groups
103-re-parm-Swiss 006 Swiss Code
103-re-parm-Average 007 Averaging Assessment Values
103-re-parm-CapLevy 008 Cap Levy Group

Personal Property Tax

Link Personal Property
103-pp-parm-General 001 General Parameters
103-pp-parm-Levy 002 Levy Codes
103-pp-parm-Exemption 003 Exemption Codes
103-pp-parm-LevyGroup 004 Levy Groups
103-pp-parm-ExemptionGroup 005 Exemption Groups
103-pp-parm-Depreciation 006 Depreciation Tables
103-pp-parm-Category 007 Categories and Items …………
103-pp-parm-Adjustment 008 Adjustments
103-pp-parm-CopyToYear 009 Copy Parameters to a New Year

 

Utility Billing

 

Link Utility Billing
001 General Parameters
002
003
004
005

 

Mass Appraisal

see MA Module Product Map for more information.

Status Page Name Notes Test Plan
103-ma-parm-General 001 GENERAL PARAMETERS
103-ma-parm-General-1 001 General Parameters – Page 1
103-ma-parm-General-2 001 General Parameters – Page 2
103-ma-parm-General-3 001 General Parameters – Page 3
103-ma-parm-General-4 001 General Parameters – Page 4
103-ma-parm-General-5 001 General Parameters – Page 5
[roadmap] 103-ma-parm-General-6 001 General Parameters – Page 6 Marshall & Swift See Roadmap
[to be verified] 103-ma-parm-Appraisers 002 MA APPRAISERS See Roadmap
MA TABLES
103-ma-parm-Tables MA TABLES (Master)
103-ma-parm-Tables-Resequence Table Resequence
103-ma-parm-Shared-Columns Allow Table Sequences to use the same column by model
MA TABLES SINGLE ENTRY
103-ma-parmTables-Single MA Tables – Single Entry (Master)
MA Tables Single – Category ALL
103-ma-tables-nbhd All – Neighborhood
103-ma-parm-Tables-Rounding All – Rounding
103-ma-tables-multdist All – Correlated Values
MA Tables Single – Category LAND
103-ma-parm-landuse Land – Use
103-ma-parm-landschd Land – Schedule
103-ma-parm-plotuse Land – Plot Use Discontinued See Benoit for more information
MA TABLES Single – Category MRA
103-ma-parm-Tables-MRA MRA – Model
MA TABLES Single – Category INCOME
103-ma-parm-income Income – Categories
103-ma-parm-add Income – Added Items
103-ma-parm-incqua Income – Quality Adjustments
103-ma-parm-incadj Income – Overall Adjustments
103-ma-parm-incmodel Income – Model
MA TABLES Single – Miscellaneous Structures Roadmap
103-ma-parm-miscuse Misc. – Miscellaneous Use Codes
103-ma-parm-miscgrad Misc. – Grade
103-ma-parm-misccond Misc. – Condition
103-ma-parm-miscadjt Misc. – Adjustment
103-ma-parm-Tables-BSE 005 Tables – Building Structural Elements
103-ma-parm-Tables-Depreciation 006 Tables – Depreciation
103-ma-parm-Tables-IncExpense 007 Tables – Income Expenses
103-ma-parm-Tables-IncRental 008 Tables – Income Rental Details
103-ma-parm-Tables-LandAdjust 009 Tables – Land Adjustments
103-ma-parm-Tables-MRA 010 Tables – MRA
103-ma-parm-Tables-COMPS 012 Tables – Comparable Sales Elements
103-ma-parm-Tables-Sites 013 Tables – Sites
103-ma-parm-Shared-Lkgroup 014 Tables – Shared Lookupgroup Developer Page 103-ma-parm-Shared-Lkgroup-Test (QC)
103-ma-parm-Shared-Lkgroup-Set 015 Tables – Shared Loookup Group Set Developer Page 103-ma-parm-Shared-LkGroup-Set (QC)
103-ma-parm-ComputeEntity Compute System Entity Configuration
103-ma-parm-Templates-BSE 050 BSE Templates
USER VALIDATION TABLES
103-ma-tables-permadjreason Permanent Adjustment Reasons

Mass Appraisal Tables by Element Type

Status Page Table Element Type Description Developer Information QC /Test Plan
103-ma-parm-Table-Header Header The header type is used to group different elements under a header.
Can be collapsed when not needed
103-ma-parm-Table-Feature Feature The feature is not impact the value calculation but can be used as a
lookup in an element that contributes to value
103-ma-parm-Table-AreaSizeAdj Area Size Adjustment Used to adjust an area for instance when irregular shapes
103-ma-parm-Table-AreaOverride Area Size Override Used to input an area size or override an existing one
103-ma-parm-Table-RateAdj Rate Adjustment Adjust the rate
103-ma-parm-Table-QPoints Quality Points Adjust the rate (add, subtract or multiply) the rate.
Often used in Matrix or Linked Tables
103-ma-parm-Table-CamaAdj Cama Adjustment
103-ma-parm-Table-Depreciation Depreciation Adjustments
103-ma-parm-Table-DepOverride Depreciation Overrides
103-ma-parm-Table-GlobalAdj Global Adjustments
103-ma-parm-Table-OverallAdj Overall Adjustments

 

Workflow Management

See Product Workflow Product Map

SYSTEM OPTIONS / 3rd PARTY

Options

  • e-Government (201)
  • Mobile (202)
  • GIS Integration (203)

 

Link GIS Configuration (System 203)
103-gis-parm-General 001 General GIS Parameters
103-gis-parm-Tooltip 002 GIS Tool Tip
103-gis-bp-Synchronize 003 GIS Synchronize Batch Process
see also [to be verified]
103-ED-011 See Also Data Mapping

 

 

103-all-GNA-map

 

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Govern Standard Product Map

Govern Standard Product Map

Version 6.1

Overview

The following features are Govern User Interface standards available in the General User Interface or configurable in any Govern Module.

 

NOTE: The following information is displayed with arrows that expand and collapse the associated information. Click the arrow to selectively display or hide the relevant information. If you would like to display all content on the page, click “Show All“. Click “Hide All” to collapse the information.

Show All | Hide All

Standard Features (fea)

Read More...

 

Product Code Product Name Additional Information Notes
100-std-brules Standard To be or not to be Inactive Business Rules

Govern User Interface

101-std-fea-001 General User Interface (menu, buttons,windows, status bar)
101-std-fea-021 Keyboard Shortcuts
101-std-fea-030 Move previous and next on Parent Entity (CTRL) SHIFT F10, F11
101-std-fea-002 Help & Support (user help, how to, diag, error ..)
101-std-fea-003 Profile Queries (Coolbar)
101-std-fea-004-RibbonSearch Knowledge Base Search
Product Code

Govern Standard Features

Additional Information Notes
101-std-fea-015 Hibernate Feature
101-std-fea-008 Global Messaging Feature
101-std-fea-017 Business Entity Audit Trail
101-std-fea-013 Error Management and NLog (Trace Utility)
101-std-fea-019 Workload Manager Replaces My Workload (not supported in 5.1& 6.0)
101-std-fea-020 External Command Links
101-std-fea-041 Added Fields
101-std-fea-038 System Dictionary
101-std-fea-027 Govern Help / Online Help / Web Help
101-std-fea-040 User Key Dynamics
101-std-fea-048

MS Word Integration (Report Template)

Simplified reports using MS Word document as template
101-std-fea-050

NEW! Reporting – PDF

Create PDF Form documents with bookmarks and form fields that can be overwritten during process execution

Product Code

Govern Panels & Tool Boxes

Additional Information Notes
101-std-fea-004 e-Search (Dynamic Search) e-Search Technical Specification
101-std-fea-004-quicksearch Govern Quick Search using ElasticSearchâ„¢
101-std-fea-005 Treeview
101-std-fea-006 Saved Datasets
101-std-fea-007 History Time Line
101-std-fea-009 Central Notes
101-std-fea-010 Freeze and Audit Business Rules
101-std-fea-011 Roll Forward
101-std-fea-012 Profile – Reports (see OpenForms General Reporting ) See OpenForms Reporting
101-std-fea-014 Profile – Batch Programs See OpenForms Reporting
101-std-fea-047 NEW! Ribbon Search
101-std-fea-049 Dataset Treeview Temporary Records
101-std-fea-052 Subscription Notification Subscription notifications for changes made to sets of parcels.
Product Code

Standard Application Features

Additional Information Notes
101-std-fea-010 Freeze, Audit and Roll Forward Business Rules 101-std-fea-011
101-std-fea-016 Jurisdictions & Clusters – NOT USED in 6.1
101-std-fea-026 Copy to next Year
101-std-fea-037 Text Style Editor 101-std-fea-037-spec / 101-std-fea-037 Review Product Code
101-std-fea-046

Sequential Batch Process

Enhances batch process execution with sequential trigger

Product Code

Form Design Controls (Entity & Action Buttons)

Additional Information Notes
101-std-fea-029 Form Entity – Browse
101-std-fea-028 Form Entity – Record Selector (“AKA Mini-browse”)
101-std-fea-018 Form Action Button & Controller – Save & Search
101-std-fea-022 Form Action Button & Controller – Save Quick Search Review
101-std-fea-024 Form Controller – Generic Link to Function Custom Control With or Without delete option 101-std-fea-024-ofr
101-std-fea-023 Form Controller – Generic View Query Custom Control
101-std-fea-025 Form Controller – View Query see also – Add a Link in a Custom Control 101-std-fea-036
101-std-fea-036 Form Controller – View Query Add a Link in a Custom Control see also – View Query 101-std-fea-025
101-std-fea-033 List Control Box – Only other Container Controls, e.g. (Group box, Tab item and Grid) can be dropped onto.
101-std-fea-031 Form Action Button – Administrator Login 101-std-fea-031-ofr
101-std-fea-032 Form Action Button – Cash Register Action Button
101-std-fea-035 Form Action Button – Business Tax Transfer Filing
101-std-fea-042 Form Action Button – User Registry (UserRegistryAction) This standard action button can be added to forms to allow
the access to the user registry parameters to the users.
101-std-fea-043 Form Action Button – Send Email
101-std-fea-044 Form Action Button – Print a Report to be documented
101-std-fea-045 What-if Scenario Technical Documentation; see 101-std-fea-045
Product Code Accounts Receivable Standard Form Components Additional Information Notes
101-ar-fea-021 Form Controller – Payer Name Custom Control 101-are-fea-021-ofr (setup)
101-ar-fea-022 Form Action Button – Create A/R (Controller on save option) 101-ar-fea-022-ofr (setup)
101-ar-fea-024 Form Action Button – Create A/R Payment 101-are-fea-024-ofr (setup)
101-std-frm-025 Form Action Button – Export Reports using Crystal ReportsTM and MS WordTM templates

 

NOTE: Standard Features with module specific configuration are listed with the module (re, pp, mv…) under the same feature number. Ex: 101-std-fea-011 Roll Forward for Real Estate Tax = 101-re-fea-011

 

Standard Forms (frm)

Read More...

 

Page Link Description Additional Information
101-std-frm-001 Multimedia Control Configuration
101-std-frm-002 Workflow (deprecated in 6.1 – see 101-wm)
101-std-frm-003 Web Browser Integrator
101-std-frm-004 Activities
101-std-frm-005 Application Integrator (use with all)
101-std-frm-008 Application Integrator for MATIX
101-std-frm-010 Scanning Queue
101-std-frm-012 Summary Record Card

Batch Programs (bp)

Read More...

 

Page Link Process Description Release
101-std-bp-001 co_evalcalcflds Evaluate / Recompute Expressions 6.1
101-std-bp-002 co_comfmlogexp Compute Formula and Logical Expression 6.0 only
101-std-bp-003 co_executequery Batch Process – Execute Query
101-std-bp-004 co_exnamemail Batch Process – Export Name to Mail
101-std-bp-005 co_impnamemail Batch Process – Import Name to Mail roadmap
101-std-bp-006 co_noprocess Batch Process – Schedule Report
101-std-bp-007 co_testprocess Batch Process – Test Batch Processing Setup
101-std-bp-008 co_genlttr Batch Process – Generate Letter ACH and Coupon
101-std-bp-009 co_tmpl-email Batch Process – Generate Emails using the email template 6.1.1706
101-std-bp-010 co_quicksearch Batch Process – Quick Search Index Build 6.0.1803 / 6.1.1803
101-std-bp-011 co_emailstwebreg Batch Process – Email registration link to ST acct. w/o web access.
101-std-bp-012 co_genssrsgprpt Batch Process – Generate SSRS reports by group of parcels 6.0.1803 / 6.1.1803

Reports (rpt)

Read More...

 

Page Link Process Description Release
101-std-rpt-001 std-rpt-001 Batch Execution Result Report v1606
101-std-rpt-002 std-rpt-002 Batch Entity Audit Report v1609
101-std-rpt-003 std-rpt-003 GNA Parameters Audit Report v1609
101-std-rpt-038 std-rpt-038 System Data Dictionary Report (SY_DICT) v1609

Related Topics

Standard Feature List Page (101-std)

Reporting in OpenForms (100-reporting)

 

 

101-std-map

 

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