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TC Purpose Link Maintenance

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Summary

The Purpose Links Maintenance screen is used to build and maintain the purpose link tables which are used by Tax Title and Abatement/Exemption Certificate processing.

Step by Step

 

1    Open the Purpose Links window (TC> Maintenance> Purpose Links).

  • The Purpose Links window displays all of the purpose links that have been set up in the database.
  • Select a Purpose Link and click DELETE to delete the selected Purpose Link.
  • Select a Purpose Link and click EDIT to edit the selected Purpose Link. This will open the Purpose Link Maintenance screen.
  • Click the Create Purpose Link button to create a new Purpose Link.

 

2    Create a Purpose Link.

  • Enter the Sequence for the purpose link table or click the field search button to select a sequence from a list. Sequences are created and maintained on the Sequence Maintenance screen.
  • The Year and Title fields will automatically populate based on the selected Sequence.
  • The data grid below will also populate with the Purpose, Extension Code, and Description based on the selected Sequence.
  • Click the data grid row to open the Edit Detail section to the right.
  • The Preliminary Purpose and Preliminary Extension fields are used to enter or select a preliminary purpose and extension code to link to this purpose.
    •  Click the Preliminary Extension field search button   to select a Preliminary Extension from a list Purpose Codes. This will automatically populate the Preliminary Purpose and Preliminary Description fields.
    • These fields can be left blank if there is no preliminary purpose.
  • Click the Save button to save the new Purpose Link table.
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