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This process recalculates the levy for each receivable in the CAD table.  If the tax office has made any changes to the data since it was originally loaded into the CAD tables, this process must be run before the Apply Supplement process is run to move the data to the production tables.  

This process also calculates rendition penalty and observes the RENDITION_CONTROL client preference.  It uses the values in the Jurisdiction tab of Account Master (the apport values), not the values in the Property Value Detail screen.

User 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 of ACT 7, click on Products, then Batch Products.  The ACT Batch Menu will appear.
2. Click on the Regenerate Receivables in CAD Tables line, batch menu 719.  
3. Press Enter. The parameter screen will appear.
4. Enter your tax office's Client ID.
5. Enter the Tax Year of the data in the CAD tables.
6. In the Certified Load? field, enter Y for a certified load or N for a supplement/correction file.
7. In the Regenerate Frozen Records, enter N if you have adjusted the freezes in the CAD tables either manually.
8. In the CAD/Staging Table Req.Seq. No. field, enter the request sequence number generated when you loaded the file(s) to the staging tables, the CAD Seq. No. if you have loaded via the appraisal district wizard, or leave the default of 0 if you do not use multi-request sequence numbers. This may also be the CAD Sequence No. of the $100,000 exemption file.
9. Enter the Vendor Code (for ex., TA - True Automation, TSG - Software Group, SWD - SouthWest Data).
10. Enter a 4-character Revision Code to indicate the load that is being processed
11. In the SB2 File field, enter Y if you are processing a 2015 file containing $15,000 homestead exemption amounts for ISDs. Otherwise, enter N.
12. Click Submit Job.
13. Click OK on the "OK to Submit Job" pop-up screen.
14. Click Batch Requests on the Batch Menu screen.  Start and end times will appear when the process is complete.  Three reports are created: a log file that lists the number of records read and the number of records that could not be read, plus a list of these accounts whose taxable value in the CAD tables does not match the ACT-calculated value; a progress file that prints out a line for every 15,000 accounts and lists the total number of accounts processed; and an error file that lists the error message and for each account.

When a supplement or correction file is loaded to the CAD tables, rendition penalties are put into the rendition tax units (for ex., unit 1095). If the client preference RENDITION_CONTROL is set to EMBED, this Regenerate Receivables process moves the rendition penalty amounts from the rendition tax units to the individual units, adding the funds to the levy and paid levy for each unit.  All of the monies are moved, including the 5% normally distributed to the appraisal district. If the preference is set to TAXUNIT, the monies will remain in the rendition units.   this will occur for all years, not just the current year, even if the tax office did not run the Convert Rendition Penalty to Individual Units for years prior to 2007!

If the tax office ran the Convert Rendition Penalty to Individual Units, paid rendition penalty was left in the rendition tax unit (for ex., 1095). When the Regenerate Receivables process is run, this paid penalty is taken from the rendition unit and put in the regular tax units as part of the paid levy.

The disbursement of funds to the jurisdictions and the appraisal district can be seen in the TC298X.  If you do not disburse to the appraisal district, you do not need to load the 298W file into TaxLedge.