MB – Copy Parameters to Year

Miscellaneous Billing (MB) – Copy Parameters to Year

Overview

Govern OpenForms Miscellaneous Billing module is year based and this functionality will copy the parameter setup configuration from one year to another.
The Copy Parameters to Year functionality is a Batch Process, designed as such to allow more flexibility.
Like any other batch process, it can be setup by profile with role and user security, scheduled, monitored, etc. For more information, see OpenForms Batch Processing for details (Bottom Left on wiki Navigation Bar).
Functionality access:

From Govern Administrator (GNA), select Application Configurations, Miscellaneous Billing, Copy to Year
From Govern, open the Profile Batch Process tool box window

Batch Process Definition setup:

Select Miscellaneous Billing Copy to Year (mb_copytoyear) in the Process drop down table when creating a batch process definition.

User Interface Selection Criteria

In order to execute this process, the user selection criteria must include the FROM and the TO year.
From Year

Parameters for the year must exist (drop down table)
Year cannot be smaller than 1900
Year cannot be higher than TO

To Year

Year cannot be smaller than the FROM year
Year cannot be higher than 9999

Parameters Copied

The following parameters are copied.

Miscellaneous Billing

All Misc. Billing parameters are copied except the account and invoice number structure (number of digits) that is not year based.

General Parameters
- Tax Activation and Rate Information in system registry [SY_REGISTRY_BY_YEAR]
Categories
- Category Definition and Linked Items allowed and defaults [MB_PARM_CATEGORY]
Items
- Invoice detail item Description, A/R Class Code, Default Amount, and Tax Exempt Status [MB_PARM_ITEM]

Accounts Receivable

All year base Accounts Receivable parameters used will be copied.

A/R Class Code
- A/R Class Codes with a sub-system of Miscellaneous Billing will be copied [AR_PARM_CLASS]
A/R Class G/L Distribution
- The General Ledger setup for the A/R Class Codes
A/R Interest and Penalty Methods
- A/R Interest and Penalty Methods and Setup used by Miscellaneous Billing A/R Class Codes will be copied
- See Roadmap – to be validated – Currently Unhandled ERROR to setup

Business Rules

Existing Parameter in the TO year

If the A/R OR MB parameter already exists, it will be skipped and will NOT override the existing information.
If the A/R OR MB parameter doesn’t exist in the TO year, it will be created

Process Execution

You can run the process more than once.
You can cancel the process during execution
Users can add new parameters after the Copy to Year is executed.

Process Execution Logs

When the Copy to Year process is executed, a standard batch process log will list information on the process execution and a log file with the same information is created in [ where ].

Each FROM year table updated and the number of records added to the TO year
Code(s) not copied to the TO year (skipped because it already existed)
Standard Log Feature

TIP: It is easier to view the information in the log file.

103-mb-bp-005

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Miscellaneous Billing General Parameters

Setting Up the Miscellaneous Billing General Parameters

The Miscellaneous Billing General Parameters form is used for adding sales tax functionally to the Miscellaneous Billing module. You need to create at least one sales tax method. You can create two if required by your organization.

The Sales tax method is applied on all items that have the Subject to Sales Tax 1 or Subject to Sales Tax 2 option selected on the Miscellaneous Billing Items form.

See Module Map for a summary

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Notes

Year

The Miscellaneous Billing General Parameters, Items, and Categories are saved by year.

Sales Tax Exemptions

Sales Tax exemptions can be set up by item in GNA or by account in Govern.

To verify the items in GNA:

Launch GNA.
Select Application Configurations > Miscellaneous Billing > Items.

If the Subject to Sales Tax 1 or Subject to Sales Tax 2 options are not selected, the items are exempt from these taxes.

To verify the accounts in Govern.

Launch Govern.
Open a Profile that contains Miscellaneous Billing.
Select the Miscellaneous Billing form.
Select the Account entity.

If Exempt #1 is selected, the account is exempt from Sales Tax 1.
If Exempt #2 is selected, the account is exempt from Sales Tax 2.

Accessing the MB General Parameters and Defining the Sales Tax

To access the Miscellaneous Billing General Parameters:

Launch GNA.
Select the Year menu.
Enter the year for the parameters that you want to view in the Current Year field.
Select Application Configurations > Miscellaneous Billing.
The Miscellaneous Billing General Parameters form opens.
Select Activate Sales Tax to add sales tax functionality to the Miscellaneous Billing module.
If you are applying two sales taxes in your organization, select one of the following tax methods from the drop-down list.
The two taxes are either added or multiplied.
Method 1: Amount X (T1 + T2)
The two sales taxes are added together. Then, the total of the two taxes is applied on the amount charged.
Method 2: Amount X * T1 * T2
The first sales tax is applied on the amount charged.
Then, the second sales tax is applied on this total. Note: If only one Sales Tax is used, it is always applied on the Amount Charged.
Enter the tax rate, as a percentage, for the first tax in the Sales Tax 1 (%) parameter.
Select an A/R Class Code for the first sales tax from the A/R Class drop-down list.
Enter the tax rate, as a percentage, for the second tax in the Sales Tax 2 (%) parameter, if you are setting up two taxes.
Select an A/R Class Code for the second sales tax from the A/R Class drop-down list, if you are setting up two taxes.
Click Save.

Tax Billing Modules module MAP

Overview

Please refer to the tax billing manuals for more information.
The tax modules include:

Form Functions

The Govern Real Property, Personal Property and Excise Tax (Motor Vehicle, Aircraft, Boat) modules all share basic functionalities.

Tax Form Functions	Standard Form	Real Property	Personal Property	Motor Vehicle	AirCraft	Boat Excise Tax
Tax – Audit	101-tx-frm-015	101-re-frm-015	101-pp-frm-015	101-mv-frm-015	101-ac-frm-015
Tax – Assessment	101-tx-frm-007	101-re-frm-007	101-pp-frm-007	101-mv-frm-007	101-ac-frm-007
Tax – Exemptions	101-tx-frm-005	101-re-frm-005	101-pp-frm-005	101-mv-frm-005	101-ac-frm-005
Tax – Levies and :Linked Exemptions	101-tx-frm-006	101-re-frm-006	101-pp-frm-006	101-mv-frm-006	101-ac-frm-006
Tax – TIFS Maintenance		101-re-frm-008
Specification Technical Developer Information OpenForms Reference Installation Computation		101-re-frm-008-spec 101-re-frm-008-tech 101-re-frm-008-ofr 101-re-frm-008-install 101-tx-compute
Tax – What If		101-re-frm-030	101-pp-frm-030	101-mv-frm-030	101-ac-frm-030	101-bt-frm-030
Assessment	101-tx-frm-007	101-re-frm-007	101-pp-frm-007	101-mv-frm-007	101-ac-frm-007
Assessment Detail			101-pp-frm-008

Batch Programs

ac_genbllprtseq
bt_genbllprtseq

Standard – All	Real Property		Personal Property		Motor Vehicle		AirCraft Tax		Boat Excise Tax
Compute Levies and Exemptions	101-re-bp-001	tx_compute	101-pp-bp-001	pp_compute	101-mv-	mv_	101-ac-	ac_	101-bt-	bt_
Compute Formulas (and Expressions)	101-std-bp-002	co_comfmlogexp	101-std-bp-002	same
Tax Billing Posting to AR	101-re-bp-003	tx_posttoar	101-pp-bp-003	pp_posttoar	101-mb-	mv_	101-ac-	ac_	101-bt-	bt_
Tax Partial Billing Posting to AR	101-re-bp-004	tx_partbillpos	101-pp-bp-004	pp_partlbillpos	101-mv-	mv_	101-ac-	ac_	101-bt-	bt_
Add Levy to Parcel and Name	101-re-bp-005	tx_addlvtoprcl	101-pp-bp-005	pp_addlvytoprcl	101-mv-	mv_	101-ac-	ac_	101-bt-	bt_cl
Copy to Next Year		GNA only		GNA only
Extract Mailing Index	101-re-bp-007	tx_exmailindex	101-pp-bp-007	pp_exmailindex	101-mv-	mv_	101-ac-	ac_	101-bt-	bt_
Generate Bill Extract File	101-re-bp-008	tx_genbllprtseq	101-pp-bp-008	pp_genbllprtseq	101-mv-	mv_	101-ac-	ac_	101-bt-	bt_
Update Owner in Mailing Index	101-tx-bp-010	tx_updownermail
Personal Property Filing Update	n/a		101-pp-bp-020	pp_filing_updt	n/a		n/a		n/a
Extract Mailing Information	to be verified	na_extrauditchg
Set Mailing Primary Index Active (RE)	to be verified	na_mailindexchg

Tax Exemption by Name Copy to Next Year	101-tx-bp-020	tx_copyexempnxt
Tax Deferral Transfer	101-tx-bp-021	tx_defrltrnsfr
Tax TSO Registration	101-tx-bp-040	tx_tso_registr	same		same		same		same
Tax TSO Bill Request	1 01-tx-bp-041	tx_tso_billreq	same		same		same		same
Tax TSO Generate Tax Amount	101-tx-bp-042	tx_tso_amount	same		same		same		same
Tax TSO Batch Payment Generation	101-tx-bp-043	tx_tso_pmtgen	same		same		same		same

Reports

Real Property

Description	Real Property	Process	Information
Computation Register	101-re-rpt-001	compre.rpt	roadmap
Computation Register (Summary)	101-re-rpt-002	txcompute.rpt	roadmap
Tax Bills Printing Statistics	101-re-rpt-003	billrestat.rpt	roadmap
Tax Receiver’s Totals (Detail)	101-re-rpt-004	taxctrld.rpt	roadmap
Tax Receivers’s Totals (As of Date)	101-re-rpt-005	txctrdt.rpt	roadmap
Tax Receivers’s Totals (As of Date Summary)	101-re-rpt-006	txcdrt1.rpt	roadmap
Sale Ratio Analysis (Real Property)	101-re-rpt-007	tx_sale.rpt	roadmap
Real Property Dashboards	101-re-rpt-008	dashre.rpt	roadmap

Parameters

Real Property		Personal Property
General Parameters	103-re-parm-001	General Parameters	103-pp-parm-001
Levy Codes	103-re-parm-002	Levy Codes	103-pp-parm-002
Exemption Codes	103-re-parm-003	Exemption Codes	103-pp-parm-003
Levy Group	103-re-parm-004	Levy Group	103-pp-parm-004
Exemption Group	103-re-parm-005	Exemption Group	103-pp-parm-005
Swiss Codes	103-re-parm-006	Depreciation Tables	103-pp-parm-006
Averaging Assessment Values	103-re-parm-007	Categories and Items	103-pp-parm-007
Cap Levy Group	103-re-parm-008	Adjustments	103-pp-parm-008
Copy to Next Year		Copy to Next Year	103-pp-parm-009

101-tx-map

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MB – Copy Parameters to Year

Miscellaneous Billing (MB) – Copy Parameters to Year

Overview

User Interface Selection Criteria

Miscellaneous Billing

Accounts Receivable

Existing Parameter in the TO year

Process Execution

Process Execution Logs

Miscellaneous Billing General Parameters

Miscellaneous Billing General Parameters

Setting Up the Miscellaneous Billing General Parameters

Notes

Year

Sales Tax Exemptions

Accessing the MB General Parameters and Defining the Sales Tax

Related Topics

ST – Tax Billing Modules module MAP

Tax Billing Modules module MAP

Overview

Form Functions

Batch Programs

Reports

Parameters