Process Outline:

Configure Your Public Sector Taxation Module for Operations

To set up a configuration in the Public Sector Taxation module, access the Configuration section under Public Sector Taxation. Click on “New” to create a new configuration and provide a description for reference. Set the Default Sender email ID for property tax-related emails and ensure the status is active. Under Customer Invoice Creation, specify details like Sales Unit, Distribution Channel, Payment Terms, Tax Code, G/L Alias, Chart of Accounts, and G/L Account, which will serve as defaults for invoices generated. Verify that the Millage District Mapping, Millage District Rates, and Tax Factor mapping tables are properly maintained. Save the changes, noting that only one configuration can be active at a time. You can view the active configuration under Public Sector Taxation > Configuration. You can also copy a configuration by navigating to Public Sector Taxation > Configuration, opening the active configuration, clicking on the Copy button, entering the desired new year in the pop-up screen, and saving the changes. This comprehensive setup establishes the foundation for accurate and efficient tax calculations and invoice generation within the SAP system.

Create Millage District Rates, Millage District Mapping, and Tax Factors

To manually create Millage District Rates, access the Configuration section and open the active configuration. Navigate to the Millage District Rates tab, click on “Add Row,” and fill in the necessary details such as Millage Rate Type, Millage District Code, Description, and Fund. Save the changes to successfully create the rates. Alternatively, for bulk upload, follow the steps by ensuring the upload template is prepared in .csv format. Access the File Manager, create a new entry, and select “Upload Millage District Rates” as the Upload File Type. Attach the prepared template, read the file to extract the data, and select “Upload Millage District Rates” from the Action button to complete the upload process. To verify the entries, navigate to the active configuration and check the Millage District Rates table. Repeat a similar process for creating Millage District Mapping and Tax Factors. Simplify your tax management in a few effortless steps with SAP’s Public Sector Taxation module.

Create and Manage Customer Properties

To create a new customer property, navigate to the “Public Sector Taxation” section and select “Customer Properties.” Click on the “New” button and fill in the necessary fields such as customer ID, homestead code, assessed value, and residential status. Provide details like customer address, homestead number, agricultural status, and more. Once all the required information is entered, save the changes. The newly created property will be visible under “Public Sector Taxation” and “Customer Properties.” To upload multiple customer properties, go to “File Manager” in the same section, create a new entry, and choose the “Upload Properties” action type. Attach the upload template file containing the property data, extract the data, and click “Upload Property” to complete the process.

Streamlined Appraisal Calculation and Data Management

In Public Sector Taxation’s File Manager, create an entry with “Calculate Appraisal %” as the Action Type, save the entry, and note the Data Manager ID. Schedule the job in Scheduled Jobs, track progress using the Application Log ID, and view results in the Results tab. Clearing current appraisal data follows a similar process. Say goodbye to manual calculations and embrace efficiency!

Invoice Generation and Automated Email Notifications

By accessing the File Manager, creating new tasks, and scheduling jobs, you can efficiently generate invoices and track their progress. The Latest Appraisal section and Past Invoices tab provide easy access to customer invoices. Additionally, automating email notifications for invoices is achieved through the File Manager and Scheduled Jobs. This approach improves efficiency, reduces manual effort, and ensures timely communication with customers, enhancing overall invoicing processes.

Generate and Track Customer Property Bills

In Public Sector Taxation, open File Manager. Create a new entry with a description and select “Generate Customer Property Bills” as the action. Save and note Data Manager ID. Then, in Scheduled Jobs, create a new job. Enter Run ID and specify Data Manager ID as criteria. Activate and schedule the job. To monitor progress, select the relevant job in Scheduled Jobs. Check execution details and application log ID for status. Job’s success or failure details are in the Results tab. Access generated bills in property’s Attachments tab. For downloadable bills, repeat steps but choose “Generate Property Bills for Download” action. Resulting entries will have downloadable attachments in File Manager’s Attachments tab.