MA – Generate Pending Audit Batch Process

Mass Appraisal Generate Pending Audit Batch Process

Overview

The Mass Appraisal Audit Pending batch process automatically generates new MA Audit Information records in Govern OpenForms. While these records can be created manually, running the batch process can save time and increase the accuracy of the records

Records can be created for a:

  • Saved dataset
  • Jurisdiction and neighborhood
  • Range of tax map numbers

The MA Audit Pending batch process updates the following fields on the MA Audit Information form. Once the batch process is complete:

  • The Status field is set to Pending.
  • The Frozen ID is set to 0.

The following fields are updated as selected on the batch process form.

  • Audit Reason Code: This is a required field.
  • Appraiser
  • Entry Date: This is a required field.
  • Entry Code
  • Activity Code: This is a required field.
  • Source Code

You can select parcels from the batch process by jurisdiction or neighborhood within a range of tax map numbers, or in a saved dataset. Alternatively, you can crate audit records for all parcels. The fiscal year is required.

The Mass Appraisal Audit Pending batch process generates Audit Information user records in Govern OpenForms. The Status field is set to Pending once the process is run. These records can be modified or deleted, as any other record.

Documentation

To read this information in pdf format, click on the following link:

BatchAuditPending.pdf

Prerequisites

The following tables are required for the Mass Appraisal Audit Pending batch process:

  • MA_APPRAISERS: This table lists the appraisers that can be selected for the audit.
  • NA_NAMES: This table lists all the name and address accounts in the deployment.
  • VT_USER.MAENTRY: This table lists the entry code that can be associated with an audit.
  • VT_USER.MAINFSRC: This table lists the source codes associated with the Mass Appraisal audit.
  • VT_USER.MAACTV: This table lists the activity codes associated with the audit.
  • VT_USER.MA_AUDIT_REASON: This table lists the reasons for conducting the audit.

If you are running the process on a saved dataset, one must be created.

Related Forms

The Mass Appraisal Audit Information form is updated by the Mass Appraisal Audit Pending batch process. The Mass Appraisal Audit Finalized batch process can be run to create finalized MA Audit Information records from pending ones.

MA Audit Information User Form

The following new fields are now included in the MA Audit Information form. These are required for the MA Audit Pending and MA Audit Finalized batch processes.

  • Status: The Status field is automatically set to Pending when you run the MA Audit Pending batch process. In this state the form can be modified or even deleted. An appraiser can update the status field to Finalized. The MA Audit Finalized batch process selects the Finalized flag. At this point, the record can no longer be modified.
  • Audit Reason Code: The Audit Reason Code contains user defined values from the VT_USER.MA_AUDIT_REASON table. When you run the MA Audit Pending batch process, you must select a reason code. This can be modified after the process is complete.

For details, see Mass Appraisal Audit Information.

Related Batch Processes

The MA Audit Finalized Batch Process is similar to the MA Audit Pending batch process. It generates finalized Mass Appraisal Audit Information records for existing MA Audit Information records with the Status set to Finalized. The MA Audit Finalized batch process selects the Finalized option and updates the Entry Code as set on the batch process. The finalized Audit Information records cannot be deleted, except by a user with authorized permissions.
For details, see Mass Appraisal Audit Finalized.

Business Rules for the MA Audit Pending Batch Process

The MA Audit Pending batch process creates new MA Audit Information records for all Mass Appraisal records that:

  • Match the Selection Criteria
  • Do not have a current MA Audit Information recording with Frozen ID 0
  • Are in the Fiscal Year selected

Creating Mass Appraisal Audits

You can use the Mass Appraisal Pending and Mass Appraisal Finalized batch processes, as follows, in order to facilitate the Mass Appraisal audit procedure. None of these steps are required.

Step 1
Receive the requirement to create a number of Mass Appraisal Audit Information records on parcels within any of the following:
  • A Saved Dataset
  • A Jurisdiction and Neighborhood
  • A Range of Tax Map Numbers
Step 2
Run the Mass Appraisal Audit Pending batch process in order to create Mass Appraisal Audit Information records.:
Result
The MA Audit Pending batch process updates the following fields on the MA Audit Information form:
Status: Sets the Status field to Pending.
Frozen ID: Sets the Frozen ID to 0. This indicates that the record is current and modifications can be made.
It updates the following fields on the user form as selected on the batch process form.
  • Entry Date
  • Appraiser
  • Entry Code
  • Source Code
  • Activity Code
  • Audit Reason Code
The record can be modified or deleted at this point.
Step 3
Perform audits on the parcels, update the Audit Information records, and set the Status field to Finalized.
Step 4
Run the MA Audit Finalized batch process in order to create a number of Mass Appraisal Audit Information records for parcels within any of the following:
Result
The MA Audit Finalized batch process updates the following fields on the MA Audit Information form:
  • Status: Sets the Status field to Finalized.
  • Value Finalized: Selects the Value Finalized check box.
  • Frozen ID: The Frozen ID is set to a value starting with -2. This is updated for each audit performed/
Updates the following field as selected on the batch process form.
Entry Code
The record is frozen and cannot be modified, unless the user is granted the required access permissions. Typically, only supervisors have access to modify frozen records.

Defining the MA Audit Pending Batch Process

There are no special requirements for the MA Audit Pending batch process. It is set up as any other batch process in Govern OpenForms. You can create as many MA Audit Pending batch processes as required.

To configure the batch process:

  1. Launch GNA.
  2. Select Editors > Batch Process Definition Editor.
  3. Select 101-ma-bp-007 – MA – Audit Pending.
  4. Enter a Code, Short, and Long Description in order to uniquely identify the batch process.
  5. Select the Transaction tab.
    The Transaction Type and Transaction Mode can be set to any value, depending on how you want to run the batch process. Refer to the Govern Batch Scheduler guide for details.
  6. Complete the other parameters as required by your organization.
  7. Click Save.

Adding the MA Audit Pending Batch Process to a Profile

In order to use the batch process in Govern OpenForms, you must add it to at least one Profile. You can add it to multiple Profiles.

To add the batch process to a Profile:

  1. Launch GNA.
  2. Select Editors > Profile Editor.
  3. Select the Profile that you want to use.
  4. Select the Links tab.
  5. Click Add in the Batch Process section to add open a secondary window.
  6. Select the batch process.
  7. Click Save.

Running the MA Audit Pending Batch Process

To run the batch process:
Open the Batch Program:

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Pending batch process.
  3. Open the Batch Processing Explorer.
  4. Select the Mass Appraisal Audit Pending batch process.

Complete the Parameters:

  1. Complete the Selection Criteria as follows.In the Parcels to Compute, do one of the following:
    Select All to create Pending Audit records for all parcels with Aduit records that do not have a do not have a status..
    Select Saved Dataset and select a saved dataset from the drop-down list.
  2. Select Jurisdiction and select a jurisdiction and neighborhood from the drop-down list.
  3. Select Tax Map Number and enter a range of tax map numbers.
  4. Enter the year you are associating with the Audit records in the Year parameter.
  5. Click on the calendar icon and select the date of the audit.
  6. Select the Appraiser who is responsible for the audit from the Appraiser drop-down list.
  7. Select the entry code from the drop-down list (Table: VT_USR. MAENTRY).
  8. Select the source code from the drop-down list (Table: VT_USR. MAINFSRC).
  9. Select the activity code from the drop-down list (Table: VT_USER. MAACTV).
  10. Select the reason for the audit from the Audit Reason drop-down list (Table: VT_USR.MA_AUDIT_REASON).

Run the Program

  1. Do one of the following:
    Click Run to run the batch process immediately.
    Click Schedule to run the batch process at a later time.

Viewing the MA Audit Log Files

The following information is logged and appears on the Processing tab of the MA Audit Information batch process in Govern. If you are scheduling the process to run at a later time, the information can be viewed on the Log Files in the Govern Schedule

Parameter: ReasonCode = The Reason Code selected for the batch Process.
Parameter: BatchProcessType = The name of the batch process.
Parameter: Appraiser = The name of the appraiser who is responsible for the audit.
Parameter: EntryDate = The date of the audit.
Parameter: EntryCode = The entry code selected for the Audit.
Parameter: Activity = The activity code selected for the audit.
Parameter: SourceCode = The source code selected for the audit.
Parameter: ValueFinalized = Displays True or False according to whether the Value Finalized option is selected or deslected.
Parameter: YearId = The year the audit occurred.
Parameter: IsAllParcels = Displays True or False according to whether All is selected.
Parameter: CanChooseJurisdictionNeighborhood = Displays True or False according to whether the Jurisdiction option is selected.
Parameter: Jurisdiction = Displays the code for the jurisdiction.
Parameter: Neighborhood = Displays the code for the jurisdiction and neighborhood.
Parameter: CanChooseTaxMapRange = Displays True or False according to whether the Tax Map Number options is selected.
Parameter: TaxMapStart Displays the starting tax map number in the range.
Parameter: TaxMapEnd: Displays the ending tax map number in the range.
Parameter: CanChooseSavedDatasets = Displays True or False according to whether the saved dataset option is selected.
Parameter: SavedDataset Displays the name of the Saved Dataset.
Parameter: AuditBatchID = Displays the Batch ID associated with the audit.
Parameter: MaxNumberProcess = Displays the maximum number of records processed.
Parameter: RunBatchAsync = Displays True or False according to whether the transaction type of the batch process is Synchronous or Asynchronous
Information: Parameter: TransactionMode = Displays the transaction type, such as ContinueIfOneTransactionFail
Parameter: BatchId = Displays the batch ID.

Viewing the Updated Record in Govern

Once the batch process is run, a new audit record is created with the status set to Pending for all parcel records that meet with the criteria.
To view the updated records.

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Information form.
  3. Perform a search to retrieve the required records.
  4. Select a record.
  5. Open the MA Audit Information form.
  6. Scroll to the required record.

 

 

101-ma-bp-007

 

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MA – BP Generate Audit Finalized

Mass Appraisal Generate Audit Finalized Batch Process

Release 6.1

Overview

The Mass Appraisal Audit Finalized batch process sets all Mass Appraisal Audit Information that meet the following criteria to Finalized:
The Status field of the Audit Records is set to Finalized.

The parcels are in the dataset, jurisdiction, neighborhood, or range of tax map numbers selected.

NOTE: Once records are finalized, they can no longer be modified, except with required permissions in alternate security.

Documentation

To view this information in pdf format, click on the following link:

BatchAuditFinalized.pdf

Business Rules for Finalized Records

When the Value Finalized option is selected on the MA – Audit Information form, a frozen record is automatically created. The first time the record is frozen, it is assigned Frozen ID -2. The next time, it is assigned Frozen ID -3, and so on.

Users can view frozen records by selecting the applicable year and Frozen ID in the History Panel, provided they have the required access permissions. Records from all Mass Appraisal forms can be viewed.

Access rights are required for viewing and modifying frozen records. These are defined in the OFD by selecting the Alternate type and then setting rights for the required Profile, Roles and users.

Related Information

Refer to the Govern OpenForms Designer (OFD) documentation for details.
Refer to the Mass Appraisal General Information documentation for further details on frozen records.

Prerequisites

Required Tables

The following tables are required for the Mass Appraisal Audit Pending batch process:

  • MA_APPRAISERS: This table lists the appraisers that can be selected for the audit.
  • NA_NAMES: This table lists all the name and address accounts in the deployment.
  • PC_PARCEL: This tables lists all the parcels in the deployment.
  • VT_USER.MAENTRY: This table lists the entry code that can be associated with an audit.
  • VT_USER.MA_AUDIT_REASON: This table lists the reasons for conducting the audit.
  • VT_USER.MA_AUDIT_STATUS: This table lists the Pending and Finalized status codes that are required for the audit.

Required Records

Ensure that the Mass Appraisal Audit Information records are up to date.
If you are running the process on a saved dataset, one must be created.

Related Batch Processes

The Mass Appraisal Audit Pending Batch Process is similar to the Audit Finalized batch process. It generates Mass Appraisal Audit Information records and sets the Status to Pending. These records can be modified or deleted. The finalized Audit Information records cannot be deleted, except by a user with authorized permissions.

Defining the MA Audit Information Form

The following new fields are now included in the MA Audit Information form. These are required for the MA Audit Finalized and MA Audit Pending batch processes.

Status
The Status field is automatically set to Pending when you run the MA Audit Pending batch process. In this state the form can be modified or even deleted. An appraiser can update the status field to Finalized. The MA Audit Finalized batch process selects the Finalized flag. At this point, the record can no longer be modified.
Audit Reason Code
The Audit Reason Code contains user defined values. When you run the MA Audit Pending batch process, you must select a reason code. This can be modified after the process is complete.

Creating Mass Appraisal Audits

You can use the Mass Appraisal Pending and Mass Appraisal Finalized batch processes, as follows, in order to facilitate the Mass Appraisal audit procedure.
Step 1
Receive the requirement to create a number of Mass Appraisal Audits.
Step 2
Run the Mass Appraisal Audit Pending batch process in order to create Mass Appraisal Audit Information records for parcels within any of the following:

  • A Saved Dataset
  • A Jurisdiction and Neighborhood
  • A Range of Tax Map Numbers

Result
The MA Audit Pending batch process updates the following fields on the MA Audit Information form:
Status: Sets the Status field to Pending.
Frozen ID: Sets the Frozen ID to 0. This indicates that the record is current and modifications can be made.
Sets the following fields as selected on the batch process form.

  • Entry Date
  • Appraiser
  • Entry Code
  • Source Code
  • Activity Code
  • Audit Reason Code

The record can be modified or deleted at this point.
Step 3
Perform audits on the parcels, update the Audit Information records, and set the Status field to Finalized.
Step 4
Run the MA Audit Finalized batch process in order to create a number of Mass Appraisal Audit Information records for parcels within any of the following:

  • A Saved Dataset
  • A Jurisdiction and Neighborhood
  • A Range of Tax Map Numbers

Result
The MA Audit Finalized batch process updates the following fields on the MA Audit Information form:
Status: Sets the Status field to Finalized.
Value Finalized: Selects the Value Finalized check box.
Frozen ID: The Frozen ID is set to a value starting with -2. This is updated for each audit performed/
Updates the following field as selected on the batch process form.
Entry Code
The record is frozen and cannot be modified, unless the user is granted the required access permissions. Typically, only supervisors have access to modify frozen records.

Defining the MA Audit Finalized Batch Process

There are no special requirements for the MA Audit Finalized batch process. It is set up as any other batch process in Govern OpenForms. You can create as many MA Audit Finalized batch processes as required.
To definethe batch process:

  1. Launch GNA.
  2. Select Editors > Batch Process Definition Editor.
  3. Select 101-ma-bp-008 > MA – Audit Finalized.
  4. Enter a Code, Short, and Long Description in order to uniquely identify the batch process.
  5. Select the Transaction tab.
  6. The Transaction Type and Transaction Mode can be set to any value, depending on how you want to run the batch process. Refer to the Govern Batch Scheduler guide for details.
  7. Complete the other parameters as required by your organization.
  8. Click Save.

Adding the MA Audit Finalized Batch Process to a Profile

In order to use the batch process in Govern OpenForms, you must add it to at least one Profile. You can add it to multiple Profiles.
To add the batch process to a Profile:

  1. Launch GNA.
  2. Select Editors > Profile Editor.
  3. Select the Profile that you want to use.
  4. Select the Links tab.
  5. Click Add in the Batch Process section to add open a secondary window.
  6. Select the batch process.
  7. Click Save.

Before Running the MA Audit Finalized Batch Process

Ensure that all MA Audit Information records are up to date in the dataset, jurisdiction and neighborhood, or range of tax map numbers that are selected.
To view the updated records.

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Information form.
  3. Perform a search to retrieve the required records.
  4. Select a record.
  5. Open the MA Audit Information form.
  6. Scroll to the required record.
  7. Ensure the following:
    The Status field is set to Finalized.
    The Finalized option is deselected.

The MA Audit Information record can still be modified at this point.

Running the MA Audit Finalized Batch Process

To run the batch process:

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Finalized batch process.
  3. Open the Batch Processing Explorer.
  4. Select the Mass Appraisal Audit Finalized batch process.
  5. Complete the Selection Criteria as follows.
    In the Parcels Selection section, do one of the following:
    Select All to create Pending Audit records for all parcels that do not have Audit records for the selected year.
    Select Saved Dataset and select a saved dataset from the drop-down list.
    Select Jurisdiction and select a jurisdiction and neighborhood from the drop-down lists.
    The jurisdictions and neighborhoods are year-based.
    Ensure that the correct year is entered in the Year field.
  6. Select Tax Map Number and enter a range of tax map numbers.
  7. Enter the year you are associating with the Audit records in the Year parameter.
  8. Select the entry code from the drop-down list (Table: VT_USR. MAENTRY).
  9. Click Save.

Viewing the MA Audit Finalized Log Files

The following information is logged and appears on the Processing tab of the MA Audit Finalized batch process in Govern. If you are scheduling the process to run at a later time, the information can be viewed on the Log Files of the Govern Scheduler.

Information: Starting Time: Displays the starting of the batch process
Parameter: UserId = Displays the name of the user who ran the process.
Parameter: BatchId = Displays the batch ID.
Information: Parameter: TransactionMode = Displays the transaction type, such as RollBackIfOneTransactionFails
Parameter: RunBatchAsync = Displays True or False according to whether the transaction type of the batch process is Synchronous or Asynchronous
Parameter: MaxNumberProcess = Displays the maximum number of records processed.
Parameter: AuditBatchID = Displays the Batch ID associated with the audit.
Parameter: SavedDataset Displays the name of the Saved Dataset.
Parameter: CanChooseSavedDatasets = Displays True or False according to whether the saved dataset option is selected.
Parameter: TaxMapStart Displays the starting tax map number in the range.
Parameter: TaxMapEnd: Displays the ending tax map number in the range.
Parameter: CanChooseTaxMapRange = Displays True or False according to whether the Tax Map Number options is selected.
Parameter: Jurisdiction = Displays the code for the jurisdiction.
Parameter: Neighborhood = Displays the code for the jurisdiction and neighborhood.
Parameter: CanChooseJurisdictionNeighborhood = Displays True or False according to whether the Jurisdiction option is selected.
Parameter: IsAllParcels = Displays True or False according to whether All is selected.
Parameter: YearId = The year the audit occurred.
Parameter: ValueFinalized = Displays True to indicate that the Value Finalized option is selected.
Parameter: EntryCode = The entry code selected for the Audit.
Parameter: EntryDate = The date of the audit.
Statistics: Total Records To Process = Displays the number of records in the batch.
Information: Statistics: Total Records Processed = Displays the total number of records processed.
Ending Time: Displays the time the batch process ended.

Viewing the Updated Record in Govern

Once the batch process is run, a new audit record is created with the status set to Pending for all parcel records that meet with the criteria.
To view the updated records.

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Information form.
  3. Perform a search to retrieve the required records.
  4. Select a record.
  5. Open the MA Audit Information form.
  6. Scroll to the required record.

 

 

101-ma-bp-008

 

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MA – Sales Data Computation Batch Process

Mass Appraisal Sales Data Computation Batch Process

[Under Review]

Overview

The Mass Appraisal Sales Data Computation batch process is used to recompute the sales data with the parameters from a different year. Typically, this is used to compare sales when rates changes. For example, you can compute the sales data from five years ago with the parameters for the current year.

The computation is run on all sales records that fall within the range of dates and meet the following criteria:

  • All parcels
  • Combination of a jurisdiction and a neighborhood
  • A Saved Dataset

Prerequisites

Computation by Neighborhood

Neighborhoods are filtered by jurisdiction. In order to run the batch process by neighborhood, you need to set up the Mass Appraisal User Validation Table by Jurisidction.
To set up the Neighborhood table by jurisdiction.

  1. Launch GNA.
  2. Select Editors > User Validation Table Editor > Mass Appraisal.
  3. Select NBHD – Neighborhood.
  4. Select By Jurisdiction.

 

Running a Batch Process on a Saved Dataset

If you want to run a batch process on a group of parcels, such as parcels within a certain area or tax jurisdiction, you need to create and save a dataset. You can also use an existing dataset. In Govern, a dataset is a saved group of property records:
To create a new dataset:

  1. Launch Govern.
  2. Perform a search and load the parcel records that you want to include in the dataset to the treeview.
  3. Select the View menu.
  4. Enter a name for the dataset in the text box in the Data Sources section of the View menu.
  5. Click Save Dataset.

For further details on creating Datasets, refer to the Govern General Information documentation.

Notes

This batch process must be run synchronously.
Asynchronous processing cannot be applied to this batch process.
To verify the transaction type:

  1. Launch GNA.
  2. Open the Batch Process Editor.
  3. Select the Transaction tab.
  4. Select Synch under Transaction Type.
  5. Click Save.

If the transaction type is set to Asynch, it is changed automatically when the batch process is run.

Accessing the Sales Data Computation Batch Process

To access the Mass Appraisal Sales Data Computation batch process in Govern:

  1. Launch Govern.
  2. Select a Profile that contains the Mass Appraisal Sales Data Computation batch process.
  3. Select Mass Appraisal Sales Computation*.

*The name of the process can vary according to the setup in GNA

Sales Data Computation Parameters

Sales Date
Do one of the following:

  • Select a range of dates for the batch process using the calendars in the From and To fields.
  • Select Use Parameter from Year and enter the year.

The parcels from all records that fall within the range and meet the other selected criteria will be recomputed.

Parcels to Compute
Select one of the following options under Parcels to Compute:

  • All

Select All to run the computation on all sales records that meet the criteria for the sales date and qualification type.

  • Jurisdiction / Neighorhood

The Neighborhood is optional. However, if you want to run the process on a specific neighborhood, you must select the Jurisdiction first.
Jurisdiction
Select a Jurisdiction to run the sales data computation on a specific jurisdiction.
Neighborhood
In order to select a neighborhood, you must select a Jurisdiction first. Select the Jurisdiction. Then, select the neighborhood from the Neighborhood drop-down list.

  • Tax Map Number

Enter a range of tax map numbers in the From and To parameters under Tax Map Number.

Optional
Sale Qualification
Select one or more sales types :

  • Not qualified
  • Qualified
  • Unverified sale

Removing a Sale Qualification
Deslect a sale type to remove it.
Reports
Select the Reports tab to add any required reports to the batch process. If the batch process is scheduled, the reports can be viewed in the Govern Schedule after the process runs.

Process

Running the Process
Do one of the following:
Click the Start arrow to run the process..
Click Schedule to create a schedule to run the process at a later date or on a regular basis. Refer to the Govern Batch Processing documentation for details on scheduling batch processes.
Processing
If the batch process is run in Govern, the status can be viewed by selecting the Processing tab.

See Also

Mass Appraisal Batch Computation

101-ma-bp-005

 

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MA – Initialize Year Batch Process

Mass Appraisal Initialize Year Batch Process

Overview

Run the Mass Initialize Year batch process in to order to copy Mass Appraisal data from one year to another year.
A typical use is to run this process once a year in order to copy data from the current fiscal year to the next. However, it could be run to copy data from any year in which data exist to any other year. If data already exist, they are not overwritten. For a list of the data that are copied, see Data Copied.

Documentation

To view this information in pdf format, click on the following link:
Initialize Year.pdf

Prerequisites

It is recommended to run the Copy to Year batch process before running the Initialize Year process. The Copy to Year process copies administrative parameters and tables to the year. The Initialize Year process copies the data.

Configuring the Initialize Year Batch Process

The Initialize Year is a System batch process. It is accessible in the Mass Appraisal menu in GNA. This batch process can be configured, like any other batch process. Additional Initialize Year batch processes can be defined. These can be added to one or more Profiles and run from Govern.
To configure the batch process:

  1. Launch GNA.
  2. Select Editors > Batch Process Definition Editor.
  3. Select 103-ma-bp-006 > Initialize Year.
  4. Select the Transaction tab.

Note: If you are using the System Initialize Year batch process, the Transaction Type and Transaction Mode cannot be modified.
These are set to the following:
Sync: In synchronous batch processing, transactions are processed one after another in a sequence. If there are multiple steps in the process, one step is completed before the next begins.
Break If One Transaction Failed: The process terminates when a transaction fails. All the transactions that were completed are cancelled. All the computations are returned to the starting point.

If you are creating one or more additional Initialize Year batch processes to run in Govern, these fields are enabled. However, because the batch process is designed to run in this Transaction Type and Mode, the settings are switched to Synchronous Mode and Break If One Transaction Failed when you run the process, regardless of the user input.

Regardless of whether you are running the System batch process or a user-defined process, you can add an e-mail and set up scheduling as for any other batch process. Refer to the Govern Scheduler documentation for details.

Running the Initialize Year Batch Process

To run the System Copy to Year batch process:

  1. Launch GNA.
  2. Select Application Configurations > Mass Appraisal > Initialize Year.
  3. Select the year in the From drop-down list, in which the data that you want to copy exist.
    Only the years from which data exist appear in the list.
  4. Enter the year to which you want to copy the data in the To parameter.
  5. Select the Delete destination data before the copy to overwrite the data that already exist in the destination year.
    Otherwise, if you do not select this option and data already exist for the destination year, they are not overwritten.
  6. Click the Run button to run the batch process.

If you are running the batch process in Govern, you can set up a schedule to run it on a regular basis or at a future time.
When you run the batch process, messages appear to indicate the number of records copied to the destination year and the number of records skipped.

Data Copied

Data from the following tables are copied from the selected year to the destination year during the batch process with the following exceptions:

Exceptions

The following exceptions apply:

Data Already Exist

If data already exist in the destination year for selected records, the records are skipped, unless the Delete data in destination year option is selected.

Field Exclusion

Fields specified in the Field Exclusion List are not copied.
To add fields to the Field Exclusion list:

  1. Launch GNA.
  2. Select Application Configurations > Field Exclusion.
  3. Click the Add button.
    A list of tables appears in the Table Name column.
  4. Select the applicable table.
    A list of columns appears in the Column Name column.
  5. Select the applicable column.
  6. Select Copy to Next Year to exclude the field from the Initialize Year process.
  7. Select Roll Forward to exclude the field from the Roll Forward process.
  8. Click Save.

Property Control Tables

  • PC_LEGAL_INFO
  • PC_AREA

Mass Appraisal Tables

  • MA_BLDG_AREA_YEAR
  • MA_BLDG_DRAWING
  • MA_BUILDINGS
  • MA_BUILDINGS_2 to 9
  • MA_CA_VAL_TRACKING
  • MA_INCOME
  • MA_INCOME_2 to 9
  • MA_INCOME_DETAIL
  • MA_LAND
  • MA_LAND_2 to 9
  • MA_LINKS_PERCENT
  • MA_LK_EXEMPTIONS
  • MA_LK_INC_FIELD
  • MA_MASTER
  • MA_MISC_STRUCTURES
  • MA_MRA
  • MA_MRA_2 to 9
  • MA_NY_AG MA_NY_CODE
  • MA_OVERRIDE *
  • MA_PA_LAND
  • MA_PA_LAND_DETAIL
  • MA_PA_SOIL_DETAIL
  • MA_SITE
  • MA_URAR_COMMENTS
  • MA_URAR_COST
  • MA_URAR_IMPROV
  • MA_URAR_NBHD
  • MA_URAR_PRIORSALES
  • MA_URAR_PUB
  • MA_URAR_RECONCIL
  • MA_URAR_SALECOMP
  • MA_URAR_SITE
  • MA_URAR_SUBJECT
  • MA_VALUES_TABLE
NOTE: *Overrides are not copied from MA_OVERRIDE if the Ending Year is earlier than the destination year.

 

 

103-ma-bp-006

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UB BP Tentative Computation

Utility Billing (UB) Batch Process Tentative Computation

Version 6.0 and Version 6.1 – (In Development)

Overview

This module is currently in development. This page will be updated as information becomes available. Please refer to the module UB Product Map or contact Govern R&D.

 

 

101-ub-bp-004

 

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