User Data Entry

Navigate: Tax > Delinquent > User-Defined Fields > User Data Entry

Description

Attach the user-defined fields and some Aumentum fields to a specific bill. The user-defined fields and value information is then available in Correspondence, Advertising List, and the Info Center.

Steps

1. On the Attach User-Defined Fields to Bill screen, enter the Tax year and/or Bill number and click Go. The matching bills display in the Data Entry grid.

2. Manually enter additional bills by entering the Tax Year and Bill Number in the Data Entry gird.

3. Select the Overwrite data checkbox to replace existing data. If not selected, you cannot duplicate a tax year/tax bill combination for a UDF.

   IMPORTANT: Previously saved data cannot be restored after you edit and overwrite it.

4. Select the Field from the available user-defined fields.

5. Type in the Value for the field.

   NOTE: The data that you enter must conform to data type and character length of the field's setup. However, data is not validated until you click Save.

   Validation includes these checks:

   • If data type is Yes/No then valid values are Yes or No only.

   • If the data type is character, memo, or numeric, then the length of the field must fall within the setup length.

   • Tax year and bill number entered must already exist.

   • Correct data must be entered for the field selected; that is, a numeric must have only numbers, a character field can have any keyboard characters; Yes/No field has only those two choices for value.

   • Data cannot already exist for a tax bill and field, unless overwrite is selected.

   • The same data cannot be entered more than once.

   • All fields in the grid must be filled.

6. Click Save to store the new information and validate the data or click Close to end the task.

Tips

Click Delete in the grid row of a user-defined field you want to remove from the bill.

Common Actions

Click New Field in the Common Actions panel. The Maintain Delinquent User-Defined Fields screen displays.