2009-086 IT - Tax - Property Information Management System Software Vendors, Project Managers, and Transitional Contract Assistance

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PERSONAL PROPERTY DATABASE TEST Jurisdiction: Tester: WE t - 1. Create a new account • Click the Add button on the Account Detail screen (yellow folder). • Select Add New Record by clicking OK • Fill in main fields: business & owner names, DBA, Street No./Dir /Street, state code & type. • Note the following: Account #: Business Name: Location: Owner Name 2. Enter line items on the Account Asset Detail screen and override cost and depreciation. • Click on the red Parcel Data button and select Account Asset Detail from the list or click on the double white paper button • Click on the Add button. • Select an Asset Type by either using the list from the drop down box or typing a number into the field. • In the middle scrolling area enter a number (quantity) into the # column. • Enter a year in the Year New column. • Check the OR Cost checkbox and enter a value in the Or Unit Cost to override the cost. • Select a different Qual Code and Cond Code from the drop down list box. • Check the Ovr Depr checkbox to override depreciation. • Select something from the Dep Sch list box. • Select a value from the Asset Stat drop down list. • Click on Save. • ** **need to verify that each of these parts makes the correct difference on the value 3. Close this account, • Click on the Account Detail screen. • Click on the Mod button. • Click on the Closed Account radio button in the Account Status group box in the top right corner of the screen. The check mark should disappear from the Include in Value check box_ • Click on Save. 4. Go into lookup and make sure you can find the account you created by account number, business name, location, and Owner Name. • Click on the Lookup (binoculars) button. • Click on the "Indexed By" button on the top of the lookup screen. • Select a method by which to search (ex: Location). • The parcel you just created will likely be displayed in the window. Search for a different account so you clear the screen. • Search for your parcel by the four methods you made note of in step 1. Page 13 of 15 C:\Documents and Settings\Kristeno.VORTEX\My Documents\My Files \orange County, NC\Contract\ExhibitJ -'rest Acceptance Scripts.DOC;