WA Letter Processing

Use the PACS 9.0 Letter Processing features, available from Microsoft Word, to set up letter templates, and to print letters for multiple PACS records or for single PACS records where applicable.

You can access the Letter Processing features from the PACS 9.0 Menu ribbon in Microsoft Word, as shown below:

To use the features, you must be logged in to PACS 9.0.

In addition, you must select the role that is relevant for the letter you will create or modify.

Purpose

Use this procedure to:

• Assign a type to a letter, which specifies where within PACS the letter is available for printing.
• Select an event to be applied to records within PACS when the letter is printed.
• Create flex fields, which are fields that you can use to supply data to be included in a letter at print time.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing Administration
• If you need to select an event to be applied to the record when the letter is printed, the event type code must have been set up in PACS.ADMIN (Tools > Code File Maintenance > General > Event Type Codes), with the Type for the event type code set to the same type that you select in the Type field of the Letter Details dialog box (described below) for the required letter.

  For example, if you need to set up a refund notification letter for owners and need to apply a Refund Processed Letter Sent event to an owner record when the refund notification letter is printed, then the type for the Refund Processed Letter Sent event needs to be set to OW (Owner) in PACS.ADMIN, and OW (Owner) needs to be specified in the Type field for the refund notification letter in the Letter Details dialog box. For example:

  

Procedure

1. In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click the Letter Processing Maintenance button and choose Letter Maintenance.

   Note When you click Letter Processing Maintenance for the first time, the map file is created, which is necessary for you to add, delete, or modify letters.

2. In the Letter Maintenance dialog box, click Add.
3. In the Letter Details dialog box, complete the following fields:

   

   • Type

     Select the letter type, which determines where the letter is available for printing within PACS.

   • Name

     A name or code identifying the letter.

   • Description

     A long description of the letter.

4. If you would like an event created for the record when the letter is printed, select Enable Event and choose the event to be applied from the Event drop-down list.
5. To create flex fields, which are fields that you can use to supply data to be included in a letter at print time, in the Flex Fields panel, click Add. In the displayed row, enter a name for the field. Repeat to add more flex fields as required.

   Note You specify a value for a flex field when the letter is printed.

6. Click OK or Apply.

Purpose

Use this procedure to set up a letter template to be applied when the associated letter is printed. With this procedure, you insert tags as required in the body of the text, which PACS will replace with data when the letter is generated, and you can apply Microsoft Word formatting as needed.

If you already have content for a form letter that you want to paste into the body of the letter, you can do so.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing Administration
• The letter event, if required, and the letter type have been set up.
• Important Before you begin, you must ensure that the AutoRecover feature is turned off in Microsoft Word. If is not turned off, the letter you create could become corrupted. To turn off AutoRecover, do the following:
  1. Click the Microsoft Office button , and then click Word Options.
  2. Click the Save band.
  3. Clear the Save AutoRecover information check box. Then click OK.

     

Procedure

1. In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click the Letter Processing Maintenance button and choose Letter Maintenance.
2. In the Letter Maintenance dialog box, do one of the following:
   • To create a new letter based on the content of an existing letter, select the existing letter and click Copy. Proceed to the bottom of the list to select the copied letter. Then click Details to modify the copied content.
   • Select the letter for which you need to set up a template and click Details.
3. In the Letter Details dialog box, click Edit Word Document to display letter tags in the left pane.

   

4. Type text for the letter as required.
5. To prevent the content retrieved with letter tags from being double-spaced, set the content of the letter to single-spacing with the following steps:
   1. Press CTRL + A to select all the lines of the document.
   2. Right-click and select Paragraph.

      

   3. In the Paragraph dialog box, set the Line spacing to Single.

      

   4. Click Default.
6. To insert a tag, which PACS will replace with the associated data when the letter is printed, click the cursor on the position for the tag within the letter. Then double-click the tag. Repeat as needed for other tags required for the letter.

   Tips

   • To expand a merge tag category, click the plus (+) sign to the left of the category label.
   • Most letter tag labels are self-explanatory.
   • If flex fields are set up for a letter (as described in Setting Up Letter Details), you can access the fields within the Flex Field category.

     Note If flex fields were not created for a letter, flex fields are not displayed for selection.

   • Note that the lettermergeglobal category contains date formats that will reflect the date the letter is printed.
7. In the PACS 9.0 Menu ribbon, click Save Letter to save the letter within PACS.

Procedure

Use this procedure if you need to print a letter and have been adding new letter tags to the letter template which is still open in Word. By choosing Generate MAP in this scenario, the latest modified version of the letter map is used for printing when the letter template is still open in Microsoft Word.

Otherwise, after a letter template has been modified and Microsoft Word closed, the system automatically applies the latest version of the letter upon printing.

Procedure

• In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Generate MAP.

Purpose

Use this procedure to set up letter templates for printing.

You can use letter templates to set up a collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

Procedure

1. In PACS.ADMIN, choose Tools > Letter Template Maintenance.
2. In the Letter Processing Templates dialog box, click Add.
3. In the Letter Template Details dialog box, complete the following fields:

   

   • Template Name

     A name for the collection of letters and/or forms that can be printed as a group.

   • Template Type
     • Letter -Choose this option to select letters to add to the template.
     • Form – Choose this option to select forms to add to the template.
   • Letter Type

     Limits the letters available to select for the template to those that are of the letter type selected.

   • Form Type

     Limits the forms available to select for the template to those that are of the form type selected.

     Note The Form Type drop-down list is displayed only when Form is selected as the Template Type.

4. Click Add. Then, in the Select Letters dialog box, complete the following options:

   

   1. Choose either Letter or Form to specify the type of document to be added to the letter template.
   2. In the Letter drop-down list, select the letter or form to be added to the letter template.

      Note The options available in the Letter drop-down list correspond with the Letter Type or Form Type you selected in the previous dialog box.

   3. Specify the printer and the number of copies for the letter or form.
   4. Click OK.
   5. Repeat the steps for completing the Select Letters dialog box as required to add more letters or forms.
5. In the Letter Template Details dialog box, use the Move Up or Move Down buttons as required to arrange the order in which the letters and/or forms will be printed.
6. Click OK.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Agent Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Agent Letters.

   

2. In the Letter section of the Print Agent Letters dialog box, choose one of the following options:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Agent IDs

     List the relevant agent IDs, separated by carriage returns.

5. In the Print Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Attorney Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Attorney Letters.

   

2. In the Letter section of the Print Attorney Letters dialog box, choose one of the following options:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Attorney IDs

     Type the relevant attorney IDs, separated by carriage returns.

5. In the Print Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letter(s) from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• A connection to the default printer is set up.

Procedure

1. In PACS 9.0, choose Activities > Letter Processing > Print Litigation Letters.

   

2. In the Print Litigation Letters dialog box, either select the letter, or, if the litigation letters should be printed as part of a template, which is a collection of letters and/or forms that can be printed as a group, select Template and choose the template.
3. Complete the Print Options:
   • Mailing Date

     The date the letter will be mailed out.

   • Print Lien Holders Only

     Print letters to lien holders.

   • Sort Order
4. In the Selection Options section, select an option for retrieving data for the letters.
5. In the Letter Mailing Options section, if you choose Letters with Certified Mailer, enter the mailer numbers to be printed.

   Caution If you enter certified mailer numbers, then change the sort order, selection options, or select/deselect Print Lien Holders Only, you will be required to reenter the certified mailer numbers

6. To apply an event recheck date to the event associated with the letter, in the Event Options section, select Enable Recheck Date and the date.
7. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

8. Click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Mortgage Company Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Mortgage Company Letters.

   

2. In the Letter section of the Print Mortgage Company Letters dialog box, choose one of the following options:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Mortgage Company IDs

     Type the relevant mortgage company IDs, separated by carriage returns.

5. In the Print Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Owner Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Owner Letters.

   

2. In the Letters section of the Print Owner Letters dialog box, set the following field:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Owner IDs

     Type the relevant owner IDs, separated by carriage returns.

5. In the Print Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • To print a single payout agreement letter from an individual payout agreement record, open the payout agreement record. Then choose Commands > Print Payout Agreement Letter.
   • To print payout agreement letters for multiple payout agreements, in Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Payout Agreement Letters.
   • To print payout agreement letters for multiple payout agreements, in PACS 9.0, choose Activities > Letter Processing > Print Payout Agreement Letters.

   

2. In the Letters section of the Print Payout Agreement Letters dialog box, set the following field:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Payout Agreement IDs

     Type the relevant payout agreement IDs, separated by carriage returns.

5. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

6. To start printing the letters from the default printer, click Print.

Purpose

Use this procedure to print property letters, such as exemption denial letters and Notice of Change of Use Determination letters.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • To print a single property letter from an individual property record, open the property record. Then choose Commands > Print Property Letter.
   • To print property letters for multiple properties, in Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Property Letters.
   • To print property letters for multiple properties, in PACS 9.0, choose Activities > Letter Processing > Print Property Letters.
2. In the Letters section of the Print Property Letters dialog box, select one of the following options:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Property IDs

     Type the relevant property IDs, separated by carriage returns.

5. In the Letter Options section, set the following fields and options:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

   • Print to Primary Owner

     To send the printed letters to the primary owner, select this check box.

     If this check box is cleared, the letter is printed for linked owners but not the primary owner.

   • Include deleted properties for group and event code methods
      
   • Print to Linked Owner Accounts

     Specifies that the letter will be printed for linked owners.

     If this option is selected, you must also set a value for the Link Type field.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• A connection to the default printer is set up.

Procedure

1. In PACS 9.0, choose Activities > Letter Processing > Print Refund Letters.

   

2. In the Letter section of the Print Agent Letters dialog box, choose one of the following options:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Method section, select one of the following print methods:
   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Refund IDs
5. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

6. To start printing the letters from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Tax District Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Tax District Letters.

   

2. In the Letters section of the Print Tax District Letters dialog box, set the following field:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Tax District IDs

     Type the relevant tax district IDs separated by carriage returns.

5. In the Letter Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Taxserver Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Taxserver Letters.

   

2. In the Letters section of the Print Tax Server Letters dialog box, set the following field:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Tax Server IDs

     Type the relevant tax server IDs, separated by carriage returns.

5. In the Letter Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Purpose

Use this procedure to print letters for multiple properties selected from the Property Search Results list.

Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• A connection to the default printer is set up.

Procedure

1. In PACS 9.0 choose Search > Property to search for property records.
2. In the Property Search Results list, select the properties for which you need to print letters. Then right-click and choose Print Selected Letters.

   

3. In the Letters section of the Print Property Letters dialog box, select one of the following options:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

4. In the Letters/Template drop-down list, select the letter or template to be printed.
5. In the Letter Options section, set the following fields and options:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

   • Print to Primary Owner

     To send the printed letters to the primary owner, select this check box.

     If this check box is cleared, the letter is printed for linked owners but not the primary owner.

   • Include deleted properties for group and event code methods
      
   • Print to Linked Owner Accounts

     Specifies that the letter will be printed for linked owners.

     If this option is selected, you must also set a value for the Link Type field.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

   Note The value entered for a flex field is included in the letters for all of the selected properties.

7. To start printing the letters from the default printer, click Print.

p class=”subheading”>Prerequisites

• In order to perform this procedure, the following user right must be assigned to your ID:
  • Letter Processing
• If you will use group codes when printing the letters, the group codes must have been set up in PACS.ADMIN (Tools > Code File Maintenance > Account > Group Code Maintenance).
• A connection to the default printer is set up.

Procedure

1. Choose one of the following:
   • In Microsoft Word, select the PACS 9.0 Menu ribbon. Then click Letter Processing and choose Print Taxserver Letters.
   • In PACS 9.0, choose Activities > Letter Processing > Print Taxserver Letters.

   

2. In the Letters section of the Print Tax Server Letters dialog box, set the following field:
   • Letter

     The type of letter to print.

   • Template

     A collection of letters and/or forms that can be printed as a group. The number of copies to be printed for each item in the collection can be specified.

     The template is set up in PACS.ADMIN (Tools > Letter Template Maintenance).

3. In the Letters/Template drop-down list, select the letter or template to be printed.
4. In the Print Methods section, select one of the following print methods:
   • Group Code

     The code assigned to a group of records. Click to open a browser where you can select a group code. If you want to remove a group code, select the Remove Group Code check box.

   • Event Code

     The code that represents a system or user activity; the event code is inserted on property records for which the letter is printed. Enter the Start Date and End Date by which to search for events.

   • Query

     Use the drop-down list to set the Select Query field. To validate the query, click Validate.

   • Tax Server IDs

     Type the relevant tax server IDs, separated by carriage returns.

5. In the Letter Options section, set the following field:
   • Sort Order

     Specify which criteria will be used to sort/order the letters.

6. If there are flex fields, in the Flex Field Value cell of each flex field, enter the data to be printed for the fields on the letter.

   

7. To start printing the letters from the default printer, click Print.

Purpose

Use this procedure to view letters associated with a particular property record from the property record itself.

Procedure

1. Open the property record and expand the Events panel.
2. Locate the event associated with the letter of interest.

   Tip To sort the list of events, click the column headers as required.

3. To view the letter associated with the event, do the following:
   1. Select the event row and click Details.
   2. In the Event Detail ID dialog box, expand the Event Objects panel.
   3. Select the letter and click Open.

   

Purpose

Use this procedure to generate certification of value letters so that you can send them to the tax districts. The tax districts use the information in the letters to set their budgets.

The report includes the following information:

• A listing of all the levies for the tax district
• The tax code areas that the levies are in
• The total assessed value by tax code area
• The taxable assessed value for regular levies
• The taxable assessed value for excess levies (which do not include senior taxable assessed value)
• Any new construction value applicable for a tax code area (used in the highest lawful levy)

Prerequisites

• In order to perform this procedure, the following user rights are required:
  • Reports > Certification of Value Letter
• Timber assessed values have been entered for each levy in the Timber Assessment section of the Levy Data panel. (For more information, see Entering Levies) If the values have been copied from the previous year, the values must have been validated and, if required, modified.
• The Fund Listing Report (Reports > Levy) has been run to verify that tax areas have been associated correctly with the levies.

Procedure

1. In PACS 9.0, choose Reports > Levy > Print Certification of Value Letter Report.
2. In the Year and Supplement Selection section of the Print Certification of Value Letter dialog, verify the entries in the following fields:
   • Year

     The year for which to print the letters.

   • As of Supp #

     Filtered according to all available accepted supplements for the selected year.

   

3. In the Tax District/Levy Selection section, do the following:
   • Select the Tax Districts and Levy(ies) by clicking the ellipses to open the code choosers.
   • To print a separate letter for each levy chosen above, select the Print One Levy Per Page option.
4. To set the output settings, complete the following fields in the Output Settings section:
   • In the Format drop-down list, select the report output format.
   • In the Filename field, enter the report file name.
   • In the Description field, enter a report description.
5. Click Preview to preview the report. Click Post to generate the report.