Criteria Associations

Navigate: Tax > Special Assessments > Special Assessment Inventory > Criteria Associations

Description

Add special assessment information to revenue objects that meet the selected criteria.

Steps

1. On the Search for Special Assessments screen, enter or select your search criteria and click Search.

2. In the Search Results panel, click on an item in the Description column.

3. On the Add Special Assessment to PINs in Criteria Group screen, make a selection from the Criteria group drop-down list.

   NOTE: Criteria groups are set up via Configuration > Criteria Groups.

4. Choose the association options for the following scenarios:

   • PIN in criteria, not associated to SA – choose to add the PINs to the special assessment or to perform no action.

   • PIN associated to SA, not in criteria – choose to delete the PINs from the special assessment or to perform no action.

   • PIN associated to SA and in criteria – choose to update the PINs on the special assessment, delete the PINs from the special assessment, or to perform no action.

5. Make a selection from the Report detail drop-down list. You can choose to list PINs or include totals only.

6. Answer the questions in the UDF Questions field, as required.

7. Click Queue Process to submit the job to the batch processor. The Monitor Batch Processes screen opens automatically.

Dependencies, Prerequisites, and Setup

Special Assessments

• Special Assessment Maintenance - At least one special assessment must be set up.

• Calculate and Post Special Assessments - Revenue Objects must be added to a special assessment before it is calculated and posted.

Records

• Legal Party Maintenance – You have to have at least one legal party attached to a special. The same legal party can be associated with multiple specials.

• Revenue Object Maintenance – You have to have at least one revenue object attached to a special. The same revenue object can be associated with multiple specials.

Application Settings

Two application settings are used to define a minimum value threshold value for special assessment imports for revenue objects based on a value type comparison. A validation upon import checks the minimum value threshold defined based on the value type short description. These settings are checked during the Special Assessment Import, Criteria Associations, and Revenue Object Maintenance processes.

NOTE:  These settings may not apply to your jurisdiction.

To set this up:

1. Click Configuration > Application Settings > Maintain Application Settings.

2. Select the Setting Type of Tax Year, the Filter By Module of Special Assessments, and the Filter By Tax Year.

3. Click Edit on the following two application settings, respectively:

• Inventory Valuation Threshold. Define the minimum threshold revenue object special assessment amount to validate upon import. The default is 0.00.

• Inventory Valuation Threshold-Value Type and enter the setting value short description name.

If the Inventory Valuation Threshold is set to the default of 0.00, the process continues without performing the threshold validation. If a value is defined, the following occurs:

• Assessment Administration provides the certified value for the value type indicated in the Inventory Valuation Threshold-ValueType setting to use for comparison for the year being processed.

• If the valuation is less than the defined threshold value, the PIN is skipped for the special assessment with the import report log message Valuation (n) does not exceed threshold, where n is the value returned by Assessment Administration.

• If the valuation is greater than the threshold value, the PIN is added to the special assessment.

• If Assessment Administration does not return a value (perhaps the value hasn’t been certified yet), the value is assumed to be 0.00, which triggers the rejection of the revenue object for the special assessment.