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Load Statement Accounts Table from Statement (Trigger) Table

Last Revised: October 19, 2010

 

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If you have entered accounts into the Statement Table screen, run the Create Delinquent Reminder/Notice Data process, or run the Open Records - Select Accounts process, you are loading accounts into ACT's Statement Trigger table. To create a file that can be sent to a printing company, these accounts need to be moved from the Statement Trigger table to the "Statement Accounts" table.  The process below explains how to do this.

ClosedUser Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

  1. From the Main Menu, click on Products, then Batch Products.  The ACT 7 Batch Menu will appear.  
  2. Click the Load Statement Accounts Table from Statement (Trigger) Table line, batch menu no. 1058. You may need to scroll down to see this.
  3. Press Enter. The parameter screen appears.
  4. Enter your ACT 7 Client ID.
  5. Enter the current tax Year.
  6. In the Request Seq. field, enter the sequence number generated when you entered accounts in the Statement Table screen or when you ran the Create Delinquent Reminder/Notice Data process, batch menu no. 1033 (which also creates data for current statements).

Note:  The request seq. no. needed for producing statements is given at the bottom of the report generated when running  Create Data File for Delinquent Statements/Notice,  batch menu no. 1035 - it is NOT the normal batch request seq. no.

  1. In the Batch Request No. field, leave blank if you are not splitting the accounts into different print files. If you are splitting the accounts, enter the batch sequence 1, 2, etc.
  2. Click Submit Job to start the report process.  
  3. Click OK on the "OK to Submit Job" pop-up screen.  
  4. To preview and print a log  file, see Previewing and Printing Reports.  The log gives the total number of accounts in the file, the number of accounts rejected (if any), and the name of the file.