Copy or Move Delinquents to an Existing Group

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

Description

When transferring delinquent bills to an existing group, you can edit the group name, change the agent who manages the group, and verify that the list of bills is correct before finalizing the move.

Steps

1. Note that the Group assigned identification number and Object type identifying the group that you selected from the search results on the Delinquent Search screen.

2. Modify the group name, user ID, or group type, if needed.

   • Items are initially listed by amount due, from the greatest amount owed to the least. 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.

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

Common Actions

Click View Detail Within Group to view group details for the existing group to which you are moving/copying delinquent bills.

Click View Paid Within Group to view paid group items for the existing group to which you are moving/copying delinquent bills.

Tips

If you identify bills that you do not want in any group list, select them and then click Remove Selected.

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