1.Import State Assessed Property File #

Purpose

Import the State Assessed Property File

Prerequisite

Security Right:  Import > Import Create Properties (Execute) 

Procedure

  • Menu Option: PACS Menu > Import > State Assessed Properties

    • The dialog contains:
      • Import File Path – a file chooser allowing user to select a file to import.  The file must be located in a valid network path.
  • Click Import
    • A new record is added to the import_properties_run table
    • The file format of the import file must be an Excel workbook (XLSX) file 
  • Click Process
  • When the user clicks the “Process” button , the application will
    perform the following steps:
    • Validate whether or not the current year  specified [import_properties_run].[state_assessed_year] has been certified.
    • Attempt to match the imported records to an existing property in PACS


2.View Unmatched Property #

Purpose

View Unmatched Property

Procedure

  • Click ‘View Unmatched’ button from Import Runs View grid tool strip.
  • This will render a dialog that reflects:
  • Columns:
    • File Line
    • FEI Number
    • Name
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Zip
    • Tax Area
    • Error Message

3.Create New Properties #

Purpose

Create New Accounts

Procedure

  • Click ‘Create New Accounts’ button from View Unmatched Properties Dialog grid 
  • The following dialog below will be rendered:
    • Do Not Create the New Taxpayer Records for unmatched FEI Records
      • Create a new property record in PACS with a new [prop_id], and set the [geo_id]
    • Create New Taxpayer Records for unmatched FEI Records
      • Create a new [account] record with a new acct_id and set the following field values from the import record
      • Create a new property record in PACS with a new [prop_id], and set the [geo_id]
    • Leave Geo_id Blank 
      • Leave Geo_id blank so user many manually update the record
    • Create new Geo_id
      • Create new Geo_id based on the Sequence # applied
      • Apply custom formatting – user may set format of their unique geo_id

 

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