SIT Rollover

Last Revised:  March 20, 2018

When to run:

Once a year, at the beginning of the new SIT tax year.

What it does:

This process creates new dealer records by rolling the information forward from the previous year to the new year.

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 the SIT Rollover process:

  1. From the Main Menu, click Batch Menu.  The ACT Batch Menu will appear.
  2. Click SIT Rollover , batch menu no. 12402, to highlight it.  You may need to scroll down to see this.
  3. Press Enter.  The parameter screen for this process will appear.
  4. Enter your tax office's Client ID for ACT 7.
  5. Enter the year you want to copy the records from in the Source Year field.
  6. Enter the year you want the records to go to in the New Year field.
  7. Click Submit Job.
  8. Click OK on the "OK to Submit Job" pop-up screen.
  9. To see when the process is complete, see Previewing and Printing Reports. A log report is created.