Modifier Definitions

Navigate: ClosedPersonal Property Appraisal > Setup > Modifier Definitions

Description

Use this task to maintain Personal Property modifier definitions from within the application.

Steps

  1. On the Maintain Modifier Definitions screen, make a selection from the Effective tax year and Filter by drop-down lists.
  2. Select the checkbox for one or more items in the grid and click Edit.
  3. Make selections from the drop-down lists to edit the modifiers.

    • Status: A for Active or I for Inactive.

    • Enter a description.

    • Use: How the modifier is used, such as for an exemption, fee, exclusion, etc.

    • Value: None, Amount or Percent.

    • Level: The level at which the modifier is applied (account or asset level).

    • Roll Forward: Choose whether or not to roll forward the modifier to the next year when rolling forward the account.

    • Method: Increase, Decrease, or Replace the value.

    • Apply Modifier: Defines how to apply the modifier when reviewing accounts on the Maintain PPA Accounts screen.

    • Enter the Default Value: Either an amount or percent, depending on your Value field selection.

    • Default Effective Date:
    • Default Expiration Date:

    • Batch Process: value of either none, non-filer, or minimum value to determine whether accounts flagged as non-filer or with a minimum value are included in batch processing.

    • Value Override:

  4. Click Apply to save your edits, or click Cancel Edit to close the drop-down lists without saving changes.

  5. Click Save in the Command Item bar.

    • Click Close to end the task.