Create Portal Data for New Dealers

Last Revised:  December 6, 2017

This process allows you to copy existing sales data for one or more dealers to the SIT Portal, where dealers may begin filing their own sales reports and make payments online.

User Entitlements

The following user entitlements are available on the Batch Menu. They are part of the Run SI Batch Processes task, which is part of the SI Batch Menu job. See Tasks, Entitlements, and Jobs for more information. Individual reports and processes must be assigned to each user.

SI_BATCHMENU: access the batch menu

SI_BATCHREQUEST: access the Batch Request screen

SI_FILE_UPLOAD: access and use the File Upload button

To run this process:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the Create Portal Data for New Dealers line, batch menu no. 12411.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's ACT 7 Client ID.
  5. (optional) Enter a Dealer No. for which to copy sales data. Either a dealer number or trigger table request sequence must be entered. You cannot enter both numbers.
  6. (optional) Enter a Trigger Table Request Seq.of the trigger table of accounts for which to copy sales data. Either a dealer number or trigger table request sequence must be entered. You cannot enter both numbers.
  7. (optional)  Enter a Begin Year and End Year. If left blank, sales data for all years will be copied.
  8. In the Load Annual Declaration field, enter Y to load annual declaration records for the year range indicated above or N to not load these records.
  9. Click Submit Job.
  10. Click OK on the "OK to Submit Job" pop-up screen.