Controllers, Custom Controls, Core functionalities by OpenForms Business Entity

• Personal Property Assessment
  • Automatic creation of non-parcel (predefined type & property location defaults) via the Generic Link Control
  • Options to Override Assessment Value, to Not Copy to Next Year, to Set Inactive for Delinquency
  • Action Buttons to Transfer Account, Copy to Next Year, Create A/R (for new accounts partial billing)
  • Do not copy Expired Exemptions
  • Manual Bill Number (The bill number needs to be added or removed manually from the the business entity pp assessment)
• Assessment Detail Inventory by Categories and Items
  • Categories by Property Class, Inventory Item Defaults
  • Overrides, Depreciation, Adjustments, Exemptions by Item
• Tax Exemptions
  • Exemption Groups by Tax Districts
  • Gross and Net Amount Overrides
  • Frozen Assessment
  • Exemption Amount Prorating for Partial Billing
  • Effective & Expiration dates (do not copy to next year if expired)
  • Exemptions by Items
• Tax Levies …. see also [design]
  • Levy Groups by Tax Districts
  • Gross and Net Amount Overrides
  • Split Districts Override
  • Frozen Assessment Amount
• Tax Audit & Partial Billing
  • Audit, Inspection and Partial Billing
  • Frozen Audit Record Snapshot on Value Finalized Flag
• Tax Mailing Index (for PP)
  • Automatic Creation of Mailing Index Owner via the Generic Link Function
  • Creation of other Mailing Index records for Mortgage, Agent, Third Party, etc.
• Tax Mailing Index (NA Standards)
• Multimedia
  • by Personal Property Account | Name | Parcel | (department multimedia codes setup problem corrected in 6.0.1504)
• Workflow
  • by Personal Property Account | Name | Parcel |

Standard Features (fea)

• General Interface & Navigation Tool boxes
  • Dynamic Queries: New Personal Property Search
  • Treeview Navigation: Parcel or Name
  • Saved Dataset by Name
  • Time Line Navigation (History) by Year, Frozen Snapshots and Name (new)
• Audit Trail
  • PP Assessment
• Central Notes
  • PP Assessment
• Freeze & Roll Forward Govern Business Rules
  • Mass Appraisal (pp tables included in MA audit freeze list tables)
  • Tax Assessment (pp assessment, inventory, detail, levies & exemptions

NEW Search in Browse

• In addition to the OpenForm, the “Ctrl + F” keyboard combination will also search the Browse pane.

Batch Programs (bp)

• Compute Formulas & Expressions (10.8)
• Compute Levies and Exemptions
  • Force Computation (overrides modification stamp)
  • Final Process (initialize next year records and creates snapshot audit of type ‘Original’)
  • Forced Partial Billing
• Tax Billing Posting to AR (testing not finalized)
• Tax Partial Billing Posting to AR
• Generate Tax Bill Sequence (roadmap)
• Re-Extract Mailing Index
• Add Levy to Parcel … (roadmap)

Standard Reports (rpt)

Personal Property used for TAX

• TXcomputePP
• CompPP

Configuration (GNA)

Application Parameters

General Personal Property:

• General Parameters
• Category and Items
• Depreciation
• Adjustments

Mass Appraisal (to set as component)

• Mass Appraisal General Parameters

Tax Billing:

• Levies and Groups
• Exemptions and Groups

Other:

• Validation and User Table (editors)
• Accounts Receivable Parameters
  • General Module Cycle Billing setup
  • AR Class Codes
  • G/L Account Codes

Configuration Utilities

• Copy Personal Property Parameters to Next Year
• Copy A/R Parameters to Next Year
• Enterprise Migration Tool (under review)
  • Export: Select Govern Tax, then Personal Property and A/R parameters
  • Import: After import, added fields will need to be setup in the business entity designer (BED) and then added to the form (OFD)

System Options (200-299)

Personal Property used for APPRAISAL

• 202-Mobile (loaded with Mass Appraisal)

Personal Property used for TAX

• 201- eGov Options [to be verified] – Standard AR Collection and Search Styles Applicable to eGov

3rd Party (300-399)

• Contact R&D for details

Other Docs & Manuals

• 101-PP-Manual-108 (Govern for Windows 10.8)
• Personal Property Presentation
• 101-pp-Presentation-v1.2 (2016_04_13 21_53_56 UTC)
• Personal Property Search in Browse

Legend

Pink – Available not tested …
#b80bf5
Red – Under review, Malfunctioning or Known Issue(s) … #e000000
Grey – Not Available – Roadmap … #757575