Generate Correspondence

Navigate: Closed Sidebar > Correspondence icon

Description

Use this screen to print and schedule correspondence from any context-sensitive screen.

NOTE: The screen varies greatly, depending on your set up and jurisdictional requirements, and depending on the task from which you are accessing the screen.

Steps

  1. In the Generate Correspondence pop-up, make a selection from the Report drop-down list.

    2. NOTE: Required fields are indicated by a red asterisk and must contain information to generate the correspondence.

  2. Select the Execute immediately checkbox to generate the correspondence and close the pop-up.

    3. OR

    Click Add to Queue to add the correspondence to the Outbound Document Queue and to close the pop-up.

    1. Click Reports and Interfaces > Correspondence > Outbound Document Queue.
    2. Make a selection from the Outbound Queue drop-down list.
    3. Select the checkbox for one or more items in the grid and click Submit.

Role Security for Generating Correspondence

NOTE: If the user account has multiple roles, all roles must be set to false to hide the icon. A logout might be required to apply the role security changes.

  1. Click Configuration > Security and User Maintenance > Roles.

    On the Maintain a Role screen, Click Edit on the selected role.

  2. On the Edit Role Details screen, click Non-Menu Items in the  Command Item bar.

  3. On the Edit Non-Menu Item Role Details screen, select SidebarCorrespondence from the Details panel to set security rights for the role.

    4. NOTE: You can also set security for SideBarAdditionalInfo and SidebarAttachements to control role security for the Additional Information icon available from the sidebar on any screen. The Additional Information pop-up is used to maintain external links and data service viewers.

Contextual Information and Keywords

IMPORTANT: This particular task and screen must contain contextual information to work. Otherwise, the message No contextual information is currently available is displayed on this screen. This screen exposes keywords that are set up for the jurisdiction by the Aumentum Engineering team. Once set up, report and other selections are available.

For example, if the keyword set up is revobj (revenue object), then you can generate correspondence from any Aumentum task that exposes revenue object information. So, if you navigate to Info Center > Tax Detail > (search/select) > Tax Information and click the PIN on any of the Tax Detail screens, you navigate to the Revenue Object Detail Information screen. If you click the envelope icon on this screen, you can generate correspondence from that screen.

IMPORTANT: The Aumentum Engineering team has keywords currently set up in Info Center > Tax Detail and on the Create Revenue Object List screen and must must set up any other screens to be context sensitive for your jurisdiction to generate a report from that particular screen. Contact your Aumentum Support representative if you need assistance.

Here are additional notes about how keywords work on this screen.

  • The screen displays only those reports whose Data Services have input keywords that match those in state.

    NOTE: See the Data Services task for details about creating new and maintaining existing Data Services.

  • At least one keyword match is required.

  • All non-matched inputs on the Report are non-keywords.

  • The matched keyword values are shown.

  • Certain object types, such as RevObjId and TaxBillId, are shown as PIN and Bill Number, respectively.

  • Chaining of GRM event groups is also available via this task with the applicable keyword

  • If the page exposes multiple values for the same keyword, but the report only accepts a single value, a drop-down list is shown for you to select the applicable value.

  • If the report has any non-matched, non-keyword inputs, a dynamic UI displays to prompt for those values

  • If the DataService is defined with a PickList:

    • The PickList DataService has only optional inputs, or keyword inputs that match prior inputs in the report DataService (for cascading options).

    • The PickList DataService includes a "Descr" column in its first table, and that description is shown in the list.

    • The PickList DataService has a keyword output column in its first table that matches the keyword for the input in the report DataService that uses the PickList.