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When to use:  

Usually in December for half pay accounts. Be sure you have posted all the payments to be considered for this process, using a receipt date on or before November 30.

What it does:

This process is run to change delinquency dates for half pay accounts. The delinquency date can be changed for all accounts having an H in the Split Payment Flag field and for other accounts having paid at least half of the levy due, within tolerance, as of the date this process is run (the system date).  Eligibility is determined by what is entered in the Split Payment Flag field: if N is entered, the process chooses only those accounts having an H in the Split Payment Flag field, regardless of what payments have been made.  If Y is entered, the process selects these accounts AND other accounts having paid at least half of the levy due.  For both cases, the due date is extended to July 1.  Note that the due date is changed for accounts that have an H in Split Payment Flag even if they are fully paid at the time this process is run.  Fully paid accounts without an H in Split Payment Flag  will not have an extended due date.

The disaster account process (batch menu no. 1228) will not flag those accounts that have already been set as half pay accounts for the same tax year or accounts that are in bankruptcy for that year.

Payments on half pay accounts are made through the Online Payment screens or lockboxes.

For Bexar County only, storm water fee levies are not be included in the qualifying base levy amount for half pay accounts, but are considered when determining the amount paid.

Client Preferences:

HALFPAY_UNDER_TOLERANCE: Set this to the underpayment tolerance amount you want for half pay accounts. This defaults to 0.

HALFPAY_OVER_TOLERANCE: Set this to the overpayment tolerance amount you want for half pay accounts. This defaults to 0.

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.

To run this process:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.
2. Click on the Split Receivables (Half Pay) Process line, batch menu no. 1202.
3. Press Enter.  The parameter screen for this report appears.
4. Enter your tax office's Client ID for ACT 7.  
5. In the Split Type field, leave HALF_PAY to extend delinquency dates on eligible half-pay accounts.
6. For the Set Split Payment Flag field, consider the following table:

8. In the As Of Receipt date, enter the latest date for which payments will be considered for the first half (of a half payment).  The year must be the current tax year.
9. In the Process Option field, enter E for edit or U for Update.  Updating will change due dates as appropriate.
10. In the Half Pay - Process Unmarked Only field, leave the default of N unless you want to see half pay accounts that have already been marked with an H in the Split Payment Flag field. This field interacts with the Set Split Payment flag field as shown in the table below. Remember that delinquency dates are extended ONLY for selected accounts.

12. Leave the Do Not Use fields set to NA.
13. Click Submit Job.
14. Click OK on the "OK to Submit Job" pop-up screen.
15. To see when this process is completed, see Previewing and Printing Reports. When run in edit mode, the Split Payment Flag column shows what is currently in the Split Payment Flag field, not what it might be after an update is done. Once this process is finished, the delinquency date for all flagged accounts will be changed.