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The Statement Table screen can be used to view, add or delete accounts in a temporary database table for which you want to print current or delinquent summary statements.  Once you have saved the accounts on this screen, you can go to the Batch Menu to print the statements.

If you have just a few accounts for which you want the statements, you can enter them directly on this screen.  After saving the data, you can run Batch Current Statements or Batch Delinquent Summary Statements on the batch menu to generate a pdf file that you can print on your desktop printer. The statements will print in the order in which they were entered on the Statement Table screen.  However, if you re-query the accounts in this screen, they will be sorted by account number.

If you have already run the Create Delinquent Reminder/Notice Data process, batch menu no. 1033, you can view the accounts gathered in that process, and add or delete the accounts for which you want statements.

User Entitlements

The following user entitlement must be set for each user who needs access to the Statement (Trigger) Table screen. It is part of the Add Trigger Table Accounts task.

Users having these jobs can use this screen: Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Wizard, and  Head Cashier. See Tasks, Entitlements, and Jobs for more information.

ACT_TRIGTAB - Use the Statement (Trigger) Table screen.

1. From the Main Menu, select Update, then Statement Table.  The Statement Table screen will appear.

To create a new batch (group) of accounts in the trigger table, go to step 5.

To search for data that you previously entered in this screen or that was generated via the Create Delinquent Reminder/Notice Data process:

2. Enter either the Request Seq. number from the Create Delinquent Reminder/Notice Data process or an Account Number, then press F8.  The screen will fill with data.

To begin adding accounts to the same batch,

3. Click in one of the lines having the Batch Seq. number you want to add to, then click Add to Batch. A new line will appear, filled in with everything except the account number.

4. Enter the account number.  Skip to step 7.

To begin adding accounts to a new batch (a new group of accounts to be printed separately from the other batches,

5. From a blank Statement Table screen, press CTRL+Q
6. Fill in the following information on the first row:

• Year - normally the current tax year.
• Request Seq. - If you have run the Create Delinquent Reminder/Notice Data process, enter the same Request Seq. number that you used for that process. If not, you can either enter any unique Request Seq. number or click Generate Request Sequence No. to get a system-generated number (you can click this before entering the year if you wish).
• Batch Seq. - batch number within the group of accounts in this trigger table sequence. This is used when large numbers of statements are broken up into smaller batches for printing purposes.  You will need to run the printing process separately for each batch number.  If you do not need to do this, enter 1.
• Status - enter 1 for delinquent statements, 2 for the May 33.07 reminder notice, 3 for 33.08 notices, or 4 for a Notices of Tax Lien.  If you plan to print current statements, it doesn't matter which of these numbers is entered.
• Account No. -  account number of the statement being requested.
• Sort Seq - this is an auto-generated number indicating the order in which the accounts were entered. You cannot overwrite this number.

7. To enter another account, press Tab or Enter.  A new line is entered, filled with the same information as the line you just filled in, with the exception of the account number.  Enter or change the information for the new account. For each account, you can change the Request Seq. number, Batch Seq. number, Status, and Account Number.
8. To delete an account, change the request sequence or batch sequence number to a number that you will not be using for a real request sequence or batch.

Note: Pressing Shift+F6 () to delete the line will not work; the deletion will not be saved.

9. When you have entered all the accounts you want, press F10 (Save) to save the data.
10. For batches having a small number of accounts, you can print batch current or batch delinquent summary statements using the processes on the batch menu.

For batches having a large number of accounts, you will need to create a file to send to a printing company. To do this, you need run the Load Statement Accounts Table - Statement Table process on the batch menu.  After that is finished, run either the Create Data File for Delinquent Reminders/Notices, Delinquent Tax Reminders/Notices or the Create Data File for Current Statements process.