Steps Build Levy Abstract Report

Navigate:ClosedTax > Levy Management > Reports > Levy Abstract Reports > Select Levy Abstract Report Type > Maintain Levy Abstract Reports > View Levy Abstract Report Details > Build Levy Abstract Report

Description

There are multiple steps to generate the abstract report. You can run the steps one at a time or all at once, but you must run them in order.

SETUP: See Levy Management, Levy Management Setup, and Levy Abstract Reports for any applicable prerequisites, dependencies and setup information for this task.

Steps
  1. Click the date picker to select the Schedule time if you want to run the process at a future time.

  2. Select one or more Process steps to run. To run all processes steps, you do not need to select anything.

    For process steps that have already been run, the status and time of the process and the user who ran it are displayed. Click Details to go to the View Batch Process Details screen to see the process count and any messages related to it.

  3. Click Queue Process to submit the report to the batch processing queue. The Monitor Batch Processes screen appears. The process begins as soon as the queue is open after the selected start date and time. The report and/or extract file will be generated after the steps are complete.

    • Click Show History to display of all processes that have been run for this level. Click Show Status  to return to the previous view.

    • Click Refresh Refresh to update the processing information in the Process Steps grid.

    • Click List to return to the Maintain Levy Abstract Reports screen.

    • Click Close to end the task.

Tips Tips

The process steps are set up by your (Undefined variable: Variables.Implementation).

Click Refresh Refresh button to update the processing information in the Process Steps grid.

Show History/Show Status toggles between view of current status of each process step and history of all steps that have been run.