This chapter describes options related to physical locations and to property owned by a taxpayer. A location is the physical location associated with an asset, such as a vehicle or building, that a taxpayer pays taxes on. The following sections describe the control tables needed to support this functionality.
Contents
Setting Up Location Postal Defaults
This section describes tables that must be set up before you can define locations.
Open Admin Menu, Location Type to define the location types used to categorize your locations.
Description of Page
Enter a unique Location Type and a Description for every location type.
Use a Location Business Object to define a BO that may govern additional rules related to locations of this type.
Where Used
Follow this link to open the data dictionary where you can view the tables that reference CI_PREM_TYPE.
You set up postal defaults if your revenue authority is able to default field values onto new locations based on the location’s postal code. The topics in this section describe how to maintain postal defaults.
For more information about where these default values are used, refer to Maintaining Locations.
To define location postal defaults, open Admin Menu, Postal Code Default and navigate to the Main tab.
Description of Page
Enter the Country Code and range of postal codes to which the default values apply using the From Postal Code and To Postal Code.
Note. You may not have postal defaults whose from / to postal codes overlap.
Enter the County to be defaulted onto new locations located in this postal code range.
Enter the City to be defaulted onto new locations located in this postal code range.
Enter the Division to be defaulted onto new locations located in this postal code range.
Enter the State to be defaulted onto new locations located in this postal code range.
Enter the Time Zone to be defaulted onto new locations located in this postal code range.
Use the Characteristic Types and Values collection to define the Characteristic Types and their respective Characteristic Values to be defaulted on locations located in this postal code range. In addition to providing interesting information, these characteristics may also determine the prices and rates on the bills generated for properties associated with this location.
For more information about characteristics, see Setting Up Characteristic Types & Their Values and An Illustration Of A Rate Factor And Its Characteristics.
Use the Geographic Types and Values collection to define the Geographic Types and their respective Values to be defaulted on locations located in this postal code range. In addition to providing interesting information, these values may be used to sort field activities in geographic value order.
Where Used
This information is defaulted when a new location is added. Characteristics and geographic values are also defaulted when the postal code for a location is changed. Refer to Maintaining Locations for more information.