1.Recalculating a Single Property #

Purpose

Use this procedure to recalculate the total value of a property record after changes are made to the property record, such as the addition of improvement data (for example, the addition of swimming pool or patio information).

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Property > Edit Property > Recalculate Property

Procedure

  1. Open the property record for which you need to recalculate values.
  2. Click Recalculate to recalculate the total value of the property record.

    Recalculate Values

2.Recalculating Multiple Properties #

Purpose

Use this procedure to recalculate the values for multiple properties at the same time.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Activities > Recalculate All Property

Procedure

  1. Browse to PACS Application Button, choose Activities > Mass Maintenance (Property) > Mass Recalculation.
  2. In the Recalculate Property dialog box, choose one of the following options:
    • All Properties
    • Select by Options
      • If you choose the Select by Options option, then select from the following check boxes as required and specify the values for each:
      • Property Type

        The type of property, such as real, personal, auto, mobile home, or mineral.

      • Neighborhood

        The neighborhood in which the properties are located.

      • Subdivision

        The subdivisions in which the properties are located.

      • Class

        Properties assigned to the classes specified will be recalculated.

        The class represents a way of grouping properties in order to compare like properties, for example: Class A – Office, Class B – Office, Class A – Retail, Class A – In-House Properties, and so on.

      • Tax Area

        The tax area to which the property area is assigned.

      • Group Code

        Group codes for which properties will recalculated.

      • Appraiser

        For appraisal cards and building permits, this option reflects the associated appraiser.

        For recalculation, this option recalculates the properties associated with the appraisers specified.

      • Last Modified

        Properties that fall within the date range specified in the Begin Date and End Date fields will be recalculated.

    • Query To enter a query with which to retrieve a group of property records to be recalculated, choose the Select by Query option. The do the following:
      • Enter the query in the Query panel.
      • Click Verify Query to verify the syntax. Then click Load Query.
  3. Click Recalculate to recalculate the property values.

3.Special Note about Recalculation Jobs #

Many offices choose to recalculate nightly. This can be accomplished with a SQL Job. If this is something your office is interested in, please open a Support Ticket with the subject Recalculation SQL Job.

4.Recalculation with a Trace Report #

Purpose

Use this procedure to update the generate the Trace Report. This report provides an overview of how the value is calculated in PACS.

Prequisiste:

In order to perform this procedure, the following user right is required: Property>Edit Property>Recalculate with Trace

Procedure

  • In PACS, open a property and choose Commands>Recalculate with Trace
  • The Property Recalculation with Trace Report is generated and sent to the PACS Inbox.

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