Copy or Move Delinquents to a New Group

Navigate: Tax > Delinquent > Groups > Group Creation > Search for Delinquent Bills [Common Action - View Searches] > [Select from Search List]

Description

After selecting delinquent bills from a search or from an existing group, create the new group for the selected delinquent bills.

Steps

1. Verify that the Auto assign id checkbox is selected so that the Group assigned identification number field is automatically populated when you click Save.

Click here to learn how to assign specific identification numbers

Click Configuration > Application Settings. On the Maintain Application Settings screen, select Tax Delinquents from the Filter by module drop-down list. Click Edit on the Auto-assign GAINs row. Clear the checkbox and click Apply. Click Save in the Command Item bar, then click Close. On the Copy or Move Delinquents to a New Group screen, Auto assign id is no longer visible and you can enter your own ID in the Group assigned identification number field.



2. Enter a group name, user ID, and group type. Group type is an Aumentum-defined systype; it must be Advertising group if you want to process this group for advertising.

3. Select the Is locked checkbox to prohibit moving group items into other groups. When the group is locked, you cannot take these actions in the Manage Delinquent Groups screen:

   • Move items out of a locked group (button not available).

   • Move items into a locked group.

   • Copy items into a locked group.

   However, you can:

   • Copy items from a locked group into an unlocked group.

   • Remove items from a group using Remove Selected.

4. Click Save in the upper right corner to save the group and its collection of delinquent bills. The new group number is displayed.

5. Click Close to end the task, or click List to return to the selection screen

Tips

Click the column header to sort by an attribute. For example, click PIN to see the list in ascending PIN order; click again to see the list in descending PIN order.

To search for a particular bill in the group, enter the known information in the Search Bills section and click Go. The matching bill is shown in bold in the Delinquent Bills section.

Select the checkbox next to bills you want to remove from the group and click Remove Selected. Or choose which items you want to remove from the Select Items drop-down list and click Remove Selected.

Click on an item in the grid to see more on the View Flag and Other Information screen.

You can use the Group Management task to add or remove bills, unless the group is locked.