EX400 – ANNUAL FILE MAINTENANCE END OF YEAR ROLLOVER

This program is a batch process that should be run once a year, at the end of the assessment cycle, to copy the current records to the new assessment year. No calculations will be processed, and the tables that are updated are EXADMN, EXAPP, EXCODE,

EXDET, EXVAL and IMAGEKEY.

 

It is recommended that this report be run at night, or when there is no one in the database.

NOTE: The specific fields with permissible entries to be filled in or left blank are listed below. Ignore fields that are not in the list next to the screens.

 

Figure 1. SY41 (TOP)

 1.    Job: Report name should always appear here. For example, EX400.

 2.    Server Name: Keep the server name that first appears.

 3.    Printer_Name: Select a valid printer or keep the displayed printer if one is present.

 4.    Jurisdiction: Enter your jurisdiction.

 5.    Tax Year: Enter the current Tax Year.

 6.    Spool File Name: Enter EX400.LIS to create the file in text format.

 11. ALT1: Enter the record types (EXADMN.RECTYPE) that should not be included in the rollover. All other record types will be rolled forward to the next year. If NULL, all record types will be rolled over.

 13. FCU: Formatting code. Keep the default printer setting that is present when the screen appears. If blank, enter HPLP132.

 17. PARAM1 New Tax Year: Assessment Year to 'Roll To'

 18. PARAM2 ALL or Tbl 1: Enter 'ALL' to roll all tables listed above. Or enter the desired table name to be rolled if ‘ALL’ is not selected. If left null, PARAM2 will default to ALL.

 19. PARAM3 Table Name 2: Leave blank if ‘ALL’ was selected in Param2, or enter the next table name (if desired).

 20. PARAM4 Table Name 3: Leave blank if ‘ALL’ was selected in Param2, or enter the next table name (if desired).

 21. PARAM5 Table Name 4: Leave blank if ‘ALL’ was selected in Param2, or enter the next table name (if desired).

 

 

Figure 2. SY 41 (BOTTOM)

Press [Submit Job]. The system will notify you when the report is finished.

 

Updated 7/24/2006