Value Maps

Navigate:ClosedTax > Billing > Setup > Value Maps

Description

Define which value types are to be mapped for each available value section on a report, such as a tax bill, statement, or assessment notice. Each report must have a roll caste and roll type values mapped to each section if the values need to display on the report.

Steps

  1. On the Maintain Value Maps screen, make a selection from the Report file and Report section drop-down lists.

  2. If applicable, make a selection from the Roll caste and Roll type drop-down lists. Certain report sections do not allow for selection of roll case and roll type, such as Flag Values.

  3. In the Section Lines panel, click Edit for an item in the grid.

    • On the Edit Value Map Lines screen, select the Show zero value checkbox to display lines with a zero amount on the report.

      • In the Available Values panel, select the checkbox for one or more items in the grid.

      • Click Add Item(s) to move the selected items to the Attached Values panel.

        • Select item(s) in the Attached Values panel and click Remove Item(s) to move them back to the Available Values panel.

      • Click Save in the Command Item bar. You automatically return to the Maintain Value Maps screen.

        • Click Cancel to return to the Maintain Value Maps screen.

        • Click Close to end the task.

    4. NOTE: Some sections are fixed and you cannot add new lines to them.

  4. In the Section Lines panel, select an item in the grid and click Copy (optional).

    • In the Value Map Copy pop-up, make a selection from the Copy to roll caste and Copy to roll type drop-down lists.
    • Click Copy.
  5. Optionally, select one or more items in the Section Lines panel and click Remove.
    • Click OK in the confirmation pop-up.
  6. Click Close to end the task.

Prerequisites

Configuration Menu

  • Maintain Functional Calendar - The calendar for the appropriate tax year must be set up before creating criteria groups for that year.

  • Systypes - Set up these user-defined systypes:
    Bill Value Types - Descriptive codes for groups of value types which are displayed on a particular section of the report.
    Roll Type - Property tax roll types

Dependencies

  • You must set up a value map before you can print/export selected items.

  • Value maps must be set up before you can print/export bills or Truth in Taxation notices.

  • You must set up a value map before you can print assessment notices.