Ownership Update

Navigate: Personal Property Appraisal > Batch Processes > Ownership Update

Description

NOTE: This task may not apply to your jurisdiction.

Update ownership information using selection methods of account, PIN, or criteria group.

Steps

1. On the Update Ownership screen, click on the desired Selection Method and click Selection Criteria.

• Account Search, you navigate to the Select Accounts screen where you can search for the account(s) and generate a row count. When finished, click Previous to return to this screen.

• Comma Deliminted PIN List, you navigate to the Search PIN List screen where you can search for the PINs and generate a row count. When finished, click Previous to return to this screen.

• If you select Criteria Groups, you navigate to the Search Criteria Group List screen where you can search for and select any criteria group that you have created. When finished, click Previous to return to this screen.

• If you select Revenue object List, you navigate to the Select Revenue Object List screen on which you can search for and select the revenue object list. When finished, click Previous to return to this screen.

  NOTE:  Configuration > Criteria Groups > Set Up Criteria Groups. Select Personal Property Batch Criteria and click New to create a new group on the Set Up Criteria Groups screen.

2. Enter the Effective date of ownership change processing or click the date picker to select the date.

3. To schedule the effective date of ownership change processing, enter a Schedule date or click the date picker to select the date.

4. Click Finish to apply the update options.

   • Click Close to end the task.