ST401NM – Settlements PHASE 2 program (county specific for Bernalillo) which combines Pre-Distribution and HB31

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, ST401NM. 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 ST401NM.LIS to create the file in text format. 7. Beginning Date: Enter Starting Business Date. 8. Ending Date: Enter Ending Business Date. 13. FCU: Formatting code. Keep the default printer setting that is present when the screen appears. If blank, enter HPLP132. 17. PARAM1 ROLLTYPE: Enter a valid rolltype. 18. PARAM2 FREQUENCY: Frequency at which Settlements are being run. 'D' for Daily, 'M' for Monthly, etc., 19. PARAM3 ASMT FLAGGED YEAR: The program will pick parcels from ASMT where FLAG5 is flagged to 'Y' for the TAXYR specified in this field to transfer the INT/PEN to state. 20. PARAM4 BUSINESS DATE: Blank, if processing for all unsettled record (or) a valid date. If Processing for a single business date enter this field. 21. PARAM5 FLAG TO UPDATE STLPARCEL TABLE: If 'Y', will update STLPARCEL table with the ADDER/REMITTER Parcel details and when 'N' will not update STLPARCEL table.

Figure 2. SY 41 (BOTTOM)

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

NOTES:

This program has to be run after running ST400.sql and can be run any number of times.

The New and Old Interest and Penalty Codes which are to be used in STLGROUP should be defined in SEDIT table with TBLE = 'ST401NM', FLD1 = 'STATECALC' for corresponding INT/PEN Adjust codes.

VAL1 should be the old STLGROUP Interest/Penalty code and VAL2 should be the new STLGROUP State Interest/Penalty code.

Totally there will be 4 SEDIT entries

SEDIT Table entries:

1) TBLE = 'ST401NM', fld1 = 'STATECALC', fld2 = 'INT', val1 = 'CRINT', val2 = 'SINT'

2) TBLE = 'ST401NM', fld1 = 'STATECALC', fld2 = 'INT', val1 = 'DQINT', val2 = 'SINT'

3) TBLE = 'ST401NM', fld1 = 'STATECALC', fld2 = 'PEN', val1 = 'CRPEN', val2 = 'SPEN'

4) TBLE = 'ST401NM', fld1 = 'STATECALC', fld2 = 'PEN', val1 = 'DQPEN', val2 = 'SPEN'

If STLSCHED table is modified to redefine the INT and PENalty codes, then SEDIT entries needs to be modified to reflect the change.

Updated 7/25/2006