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.

See Also

 

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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.

 

 

 

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Miscellaneous Billing General Parameters

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:

  1. Launch GNA.
  2. 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.

  1. Launch Govern.
  2. Open a Profile that contains Miscellaneous Billing.
  3. Select the Miscellaneous Billing form.
  4. 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:

  1. Launch GNA.
  2. Select the Year menu.
  3. Enter the year for the parameters that you want to view in the Current Year field.
  4. Select Application Configurations > Miscellaneous Billing.
    The Miscellaneous Billing General Parameters form opens.
  5. Select Activate Sales Tax to add sales tax functionality to the Miscellaneous Billing module.
  6. 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.
  7. Enter the tax rate, as a percentage, for the first tax in the Sales Tax 1 (%) parameter.
  8. Select an A/R Class Code for the first sales tax from the A/R Class drop-down list.
  9. Enter the tax rate, as a percentage, for the second tax in the Sales Tax 2 (%) parameter, if you are setting up two taxes.
  10. 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.
  11. Click Save.

Related Topics

For further information, see the following:
Miscellaneous Billing Items

Miscellaneous Billing Account

 

 

 

 

101-pc

 

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101-ma-frm-020

CAMA Miscellaneous (detached) Structures

Overview

The Govern CAMA Miscellaneous Structures form is used for determining the appraised value of the miscellaneous structures associated with a property record.
The term miscellaneous structures, or out buildings, refers to structures that are separate from the main buildings. This includes fences, gazebos, garages, and swimming pools. You can create codes for specific structures, such as the type of fence: chain link fence, picket fence, or post and rail fence; or type of swimming pool, above ground, above ground, vinyl-sided, wood and vinyl, or steel and vinyl.

The appraised value is based on the type and size of the structure. This can be modified by the grade and condition. Depreciation can be applied,
according to the number of years and observed condition. Then, you can apply multiple adjustments, as required based on the site; neighborhood;
physical, functional, economical state; the percentage that the structure is complete; overall adjustments, If required, you can override the total value.

The administrative setup for Miscellaneous Structures consists of creating the validation tables and codes for the Miscellaneous Structures user form in Govern.

Mass Appraisal General Administrative Setup

Before beginning the Miscellaneous Structures setup, complete the general administrative setup for Mass Appraisal. This is described in the Govern CAMA General Information guide. It comprises the following administrative forms, tables, and codes:

  • Mass Appraisal General Parameters:
    • Additional configuration if you are using Marshall & Swift
  • Mass Appraisal Validation Tables for All Modules
    • Depreciation
    • Correlated Values Distribution
    • Neighborhood
    • Rounding table:
      You can set up validation codes for rounding on Miscellaneous Structures Values
    • Site
    • Limited Assessment Validation Table
  • Mass Appraisal Forms
    • Security Setup for Mass Appraisal
    • Appraiser’s Name
    • Appraisal Report Fields
    • Multiple Assessment Rate

Mass Appraisal Validation Tables for Miscellaneous Structures Data

The following Mass Appraisal Validation Tables are used for miscellaneous structure data:

Miscellaneous Structures Codes

The Miscellaneous Structures Codes table (VT_USR_MISCUSE) defines the specific type of miscellaneous structure, such as chain link fence, picket fence, or post and rail fence. The initial appraised value is set on this form. A Depreciation Table is selected for the form. See Miscellaneous Structure Use Code Validation Table and Codes.

Miscellaneous Structures Condition

The Miscellaneous Structures Condition Mass Appraisal Validation Table (VT_USR_MISCGRAD) and codes are applied to the depreciation of the structure in order to increase or decrease the percentage of depreciation according to the state of the structure. See Miscellaneous Structures Grade Validation Table and Codes on page 19.

Miscellaneous Structures Grade

The Miscellaneous Structures Grade Validation Table (VT_USR_MISCCOND) and codes are applied to the Replacement Cost New (RCN) of the miscellaneous structure in order to increase or decrease the appraised value
based on quality or grade. See Miscellaneous Structure Condition Validation Table and Codes on page 25.

Miscellaneous Structures Adjustments

The Miscellaneous Structures Adjustments Validation Table (VT_USR_MISCADJT) and Codes are applied to the appraised value of the miscellaneous structure after the neighborhood and site adjustment are added
but before rounding is applied and before the Final Adjustment is calculated. See Miscellaneous Structure Adjustments Validation Table and Codes on
page 31.

All the Miscellaneous Structures validation tables are unique; i.e., there can be only one of each in the database. If you try to create a second, an error message appears, indicating that there is a duplicate key, and you are unable to continue. However, you can create as many codes as required.

Prerequisites for Miscellaneous Structures

The following user validation tables are used in the Mass Appraisal Validation Tables for Miscellaneous Structures:

  • Jurisdictions (VT_USR_JURISD)
  • Neighborhood (VT_USR_NHBD)
  • Property Type (VT_USR_PROPTYPE)
  • CAMA Permanent Adjustment Reasons (VT_USR_AREATYPE)

User Validation Tables are set up in Govern Admin in the Validation Table Header form.

Jurisdictions

You can set up validation codes in order to apply different codes and rates
based on the geographic jurisdictions defined by your state or municipality.
The jurisdictions are entered in the VT_USR_JURISD validation table. They
can be applied to the following Mass Appraisal Miscellaneous Structures
Validation Tables:

  • Mass Appraisal Misc Structure Codes Validation Table
  • Mass Appraisal Misc Structure Condition Validation Table
  • Mass Appraisal Misc Structure Grade Validation Table
  • Mass Appraisal Misc Structure Adjustments Validation Table

Follow these steps to apply validation codes to a jurisdiction:

1. Select Support of Multiple Jurisdictions on the System Registry Maintenance form.
2. Create jurisdictions in the VT_USR_JURISD user validation table.
3. Select the Apply by Jurisdiction on the Mass Appraisal Validation Table.
4. Select the jurisdiction from the Jurisdiction drop-down list on the Mass Appraisal Validation Codes form.

Neighborhoods

Neighborhoods are defined by the organization in the Neighborhood User Validation Table, VT_USR_NBHD validation table. They can be applied to the following Mass Appraisal Miscellaneous Structures Validation Tables in order to apply different codes and rates based on neighborhood:

  • Mass Appraisal Misc Structure Codes Validation Table
  • Mass Appraisal Misc Structure Condition Validation Table
  • Mass Appraisal Misc Structure Grade Validation Table
  • Mass Appraisal Misc Structure Adjustments Validation Table

To apply validation codes by neighborhood:
1. Create neighborhoods in the VT_USR_NBHD user validation table.
2. Select the Neighborhood Lookup on the Mass Appraisal Validation Table.
3. Select the neighborhood from the Neighborhood drop-down list on the Mass Appraisal Validation Codes form.

NOTE: The VT_USR_NBHD Table is populated by the Mass Appraisal Neighborhood Validation Table. The Mass Appraisal Validation Table is also used for defining codes and characteristics for the table. Refer to the Govern CAMA General Information guide for details.

The Neighborhood Adjustment for Miscellaneous Structures is defined in the Mass Appraisal Neighborhood Validation Table. It can be applied to the Neighborhood as a percentage, formula, or logical expression. For further details, refer to the Govern CAMA General Information guide.

Property Type

Property Types are created in the VT_USR_PROPTYPE user validation table. They can be applied to the Mass Appraisal Miscellaneous Structures Code
Validation Table.

To apply validation codes by property type:

1. Create property types in the VT_USR_PROPTYPE user validation table.
2. Select the property type from the Property Type drop-down list on the Mass Appraisal Validation Codes form.

Permanent Adjustment Reasons

You can set up permanent adjustment reason codes to include additional information about the miscellaneous structures on the MA – Miscellaneous Structures form.
For these codes, you need to create a user validation table in Govern Admin or in GNA. Refer to the Super User guide for details about Govern Admin or to the Govern New Administration documentation for details about GNA.

NOTE: The user validation tables and codes you create in the Validation Table Header form in Govern Admin are copied to the User Validation Table Editor in GNA. However, the reverse does not apply; i.e., the tables
and codes you create in GNA are not copied to Govern Admin.

The Permanent Adjustment Reason codes are available for the MA – Miscellaneous Structures form in Govern, regardless of where they are created. They are not available in Govern for Windows.

To set up permanent adjustment reason codes:
1. Create a user validation table with the table name PERMADJREASON in either Govern Admin or GNA.
2. Create codes for this table.

If you want to give the table a different name, follow these steps:

1. Launch the Govern Business Entity Designer (BED).
2. Select Business Entities.
3. Select the MA_MiscStructures business entity.
4. Select the PERM_ADJ_REASON attribute.
5. Change the table name under the Properties > Lookup Settings.
6. Click Save.
Refer to the Govern Business Entity Designer guide located on the Business Entity Designer page for further details.

General Mass Appraisal Validation Tables

The following Mass Appraisal Validation Tables are used in calculating Miscellaneous Structures values as well as other appraised values. These tables are described in the Govern CAMA General Information guide.

Depreciation Tables

Depreciation is applied to miscellaneous structures according to the age and the condition of the structure. It is based on a rate or schedule defined in the Mass Appraisal Depreciation Validation Tables and Codes (MA_PARAM_DEPR and VT_USR_<table_name>, where table_name refers to the user-defined name of the depreciation table). A Depreciation Table is associated with each miscellaneous structure type through the Miscellaneous Use Code Validation Table (VT_USR_MUSE).

Site Information

Site adjustments are set up in the Mass Appraisal Site validation table (MA_SITE). Multiple site adjustments for miscellaneous structures can be added to the record on the Mass Appraisal Site Information form in Govern. The total of these adjustments is added to the appraised value of the miscellaneous structure before the overall and final adjustments are calculated.

Rounding Table

Rounding can be defined for miscellaneous structures on the Mass Appraisal Rounding Table (MA_PARAM_MAROUND). It is applied to the appraised value of the structure after the Overall Adjustment is applied but before the Final Adjustment is added.

The Replacement Cost New (RCN) and Replacement Cost New Less Depreciation (RCNLD) values are not rounded.

Related Topics

 

 

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