V18.5 CAMAvision Updates and Enhancements

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1 Calculation Changes This update requires a revaluation on both the working and certified parcels. This is needed to properly initialize new fields. It contains updates that could change parcel values. It is highly recommended users do not apply any of their own table changes with this update. Instead copy Main tables to Test (Main Test) and perform a batch revaluation prior to applying the update. BECAUSE OF NEW CLASSIFICATION CALCULATIONS, A BATCH REVALUATION AFTER THIS UPDATE MAY SURFACE RARE CHANGES DUE TO INVALID DATA OR SEO FACTORS BEING SPLIT (AND NOT BECAUSE OF THE CALC CHANGES NOTED BELOW). IF YOU HAVE ANY QUESTIONS ABOUT A VALUE CHANGE CONTACT TECHNICAL SUPPORT SO WE CAN HELP YOU DETERMINE THE REASON BEHIND THE CHANGE. UPDATE. Addressed a calculation issue when applying the Ag Factor to a commercial that has building extras. The incorrect amount was being deducted from the building extra and this has been corrected. Users could see value changes. UPDATE. Addressed a calculation issue when adjusting the commercial base SF for an inset adjustment. The incorrect SF was being used to lookup the new price. Users could see value changes. UPDATE. Underground Tanks (YUTNK). Modified calculations allowing the user to enter zero for the number of pumps. This enhancement allows users to price just the underground tank. Previously this yard item required the entry of at least one pump in order to price. Pricing Tables NEW (IA clients). A new multi-residential class type has been added to the Class table. Refer to Iowa specific section later in this document for more information. NEW (IA clients). New multi-residential base years have been added to the Depreciation Base Year table. Refer to Iowa specific section later in this document for more information. NEW (IA clients). New multi-residential manual level entry in the Manual Level table. Refer to Iowa specific section later in this document for more information. NEW (IA clients). New multi-residential entries for the Reconciliation Class Change Reason table. Refer to Iowa specific section later in this document for more information. UPDATE (User Request). Widened the symbol column of the ag land adjustments to 10 characters. It now matches the same width as the symbol column for ag land soil types. UPDATE (User Request). Widened the description column of the FF/SS/Acres land table. It is now 30 characters instead of 15. UPDATE. Changed the grouping of sales specific tables within the General table section. This makes them easier to find. Page: 1 of 20

2 UPDATE. Added the Additional sale code table for all states. This table is surfaced as the Code dropdown list on the sales screen in parcel maintenance. Note: For South Dakota clients this table appears as the Abstract Class for Sale table. UPDATE. Expanded the number of rates for Income and Expense tables. The restructure automatically populates the in-between rates using the difference between the old rates they come between. Parcel Search ENHANCED (User Request). A parcel with its privacy status set will trigger a special note to be displayed. This is in addition to the two other notices about parcel privacy that appear on the search screen: the red exclamation point that already appears near the deed field and 2) the note in the Notices tab. ENHANCED (User Request). If the text description for a yard extra is left blank by the user, the yard extra grid will use the pricing table description instead of just leaving it blank. UPDATED (User Request). Addressed an audible ding that would occur when a parcel with blank lines in the legal description would be loaded on the search screen. Parcel Maintenance ENHANCED (User Request). Surfaced the commercial GBA in the toolbar for reference on all commercial screens. Page: 2 of 20

3 ENHANCED (User Request). Enhanced the message that is shown when changing a Front-foot, SF with Dimensions, or Acres with Dimensions. If the user is switching between any of these three land types, a new option to preserve dimensions has been added and is checked by default. If the user proceeds to change the land basis type and the option is checked, the Frontage, Rear, Side 1, Side 2 and Rate will be transferred to the new land record. ENHANCED (User Requests). Added an auto-lock feature to the Route Number field on the General tab of parcel maintenance. If the route number is populated (something other than ), when the user enters maintenance this edit field will be read-only. Only by pressing the padlock button next to the field and confirming the temporary editing, can the field be edited. If the route number is upon entering maintenance, the field will be automatically editable. This new feature will prevent accidental editing of this field once it s set. ENHANCED. Added a quick switch button for swapping the address #1 and address #2 fields within the mailing address. Page: 3 of 20

4 ENHANCED. Surfaced Card No. (i.e., card number), transfer number and Code lookup to the sales screen. The Code lookup is table driven and fully editable by the user. ENHANCED. Added the ability to store a seller and a buyer address. At this time only one address for each is stored with the sale. Technically the buyer address could be the same as the property or mailing address from the General screen. The purpose of these addresses is to store the primary address for the seller or buyer. Page: 4 of 20

5 Figure 1. Seller Address NEW (User Request). Added a place to record and store the stall count for residential garages. This is a descriptive field only and will not affect pricing. Page: 5 of 20

6 Figure 2. Buyer Address NEW (User Request). Surfaced the Computer ID field on the multi-parcel sale grid. NEW. Signature Capture. For clients using Remote a new signature capture screen is available. The signature can be entered with a mouse (for non-touch enable devices), or with a figure or stylus. The captured image is stored within the DMS table and for viewing outside of parcel maintenance but a ProVersion (DMS) license is not required to use this feature. Page: 6 of 20

7 UPDATE. The Inset Adjustment pricing calculation has been updated (see note above in the calculation changes section). Page: 7 of 20

8 ENHANCED. The commercial building reordering dialog has been reworked allowing the user to move additions to different buildings, promote an addition into a main building, and even demote buildings into additions. This can be all be done with the drag-and-drop architecture of the new dialog box. Remote Parcel Maintenance UPDATE. Addressed a Listing Form data entry error that could occur when adding a lean-to and the user tries to apply it back to the pricing. Income Module NEW. Added a new option when land value is included with an income statement. When a land record is linked to an Income Statement, the new Breakout Land option allows the user to if the income statement assumes the land value is built in (breakout = Yes)or if the land value is used from the pricing (breakout = No (default)). Page: 8 of 20

9 NEW. Expanded the number rates for all income and expense pricing lines. Previously the rates were: Low, Low/Avg, Average, Avg/High, High). The new rates are as follows: Low, Low/BA, Below Avg, BA/Avg, Average, Avg/AA, Above Avg, AA/High, and High. The restructure automatically populates the in-between rates using the difference between the old rates they come between. NEW. A comment field has been added to every income and expense line. Page: 9 of 20

10 BATCH Process ENHANCED (User Request). The DBA field has been added to the Split and Duplicate wizards. ENHANCED (User Request). Added ability to select parcel to certify using the Query Wizard. A ProVersion license is required. Page: 10 of 20

11 Value Export / Import NEW. PC Import. Added the ability to import the Units, Building, Dwelling and Apartment counts for the parcel General. Note: If IA Reconciliation is enabled, the import must assign a balance record for the counts. NEW. PC Import. Added the ability to import the subdivision. The subdivision matches by text, but it is able to exclude spaces, most punctuation (quotes, commas), and upper/lowercase. Page: 11 of 20

12 Query Wizard ENHANCED. Continued refinement of the word wrap capabilities of the report designer. Remote Export / Import ENHANCED. Added the \Downloads directory to the search list of folders for the quick check-in process. Note: Only applicable for Windows Vista, 7, 8.x. ENHANCED. Added a checkbox option to Open file location to the process complete message that appears when a package is checked out. When checked, a File Explorer dialog will automatically open when the dialog closes. Note: This option will be checked automatically if the check-out process is unable to place the package in the output folder designated by the user. Page: 12 of 20

13 ENHANCED. When unlocking a package, an explanation from the user is now required. When the unlock button is pressed, the user provides a reason, from the list of options provided, that best fits why the parcels need to be unlocked. Additionally the user will enter an explanation why the parcels need to be unlocked. All of this information is stored in the system log. This dialog was updated so better information is recorded into the log about why parcels are unlocked plus it allows the user to stop and reflect if the parcels should be unlocked. Page: 13 of 20

14 Reports REMINDER. This update incorporates all IA Dept. of Revenue Board of Review report updates and changes for ENHANCED. ENHANCED. The Property Record Card and Review Summary reports have been enhanced to show the new value break downs for Iowa land. State Specific Iowa NEW. Iowa multi-residential classification. Pursuant to the law changes adding multi-residential as a class, this update tries to add a new line item to the Class table if it doesn t already see an entry starting with multi. Some users may have already taken steps to add this class to the table. Whether an entry already exists or the restructure adds the line, it s important to make sure multiresidential has a class type of 7. Page: 14 of 20

15 Adding a new line to the Class table will likewise add new lines to the Depreciation Base Year and Manual Level tables. If the multi-residential class type is added by the restructure program, the years entered will from the commercial lines. Users should consider reviewing this table after the update to make sure the base years is correct for your jurisdiction. Page: 15 of 20

16 Users will want to review the updated Manual Level table and set the Urban and Rural depreciation levels accordingly. Users of Reconciliation will want to review the Class Change Reason table and make sure the new combinations for the multi-residential are correct for their respective tax systems. Page: 16 of 20

17 The new multi-residential class appears in the dropdown on the General screen of parcel maintenance. NEW. In accordance with the Iowa law changes, a new Dual class option has been added for commercial and industrial properties. When the class of the parcel is commercial or industrial, a new classification toolbar button activates. All parts of the parcel need to be assigned to its appropriate class before saving the parcel. For clients using Reconciliation, it s recommended you classify the segments of the parcel before reconciling the parcel. Page: 17 of 20

18 The number in brackets for each tab (e.g., [0]) indicates the number segments in that given section the must be classified before the user is allowed to close the classification screen. Contact Vanguard Technical Support for questions about how to classify structures. NEW. Split land values columns into land residential/other and land commercial for the Value tab and Prior Year tabs within Parcel Maintenance. This was done so when dual-class parcels start appearing, the total land value can be shown in their respective columns. IMPORTANT: Up until 2014 and the introduction of dual-class, the land existed only as a total in prior year and not broken out. For this update, because an accurate designation for the class of a parcel at the time the prior year was made is not available, the current class of the parcel is used to determine which column to shift the land value in the prior year table. Page: 18 of 20

19 Minnesota ENHANCED. Manatron XML Import. Added the ability to import the school district. The import uses the TAG property of the RevenueObject for the text value. Just like other import fields, it is completely optional if you wish to import this field or not. Important: CAMAvision and Manatron must have matching school district tables. Missouri NEW. Added the Map Work Index Card report for all users. It will appear in the Parcel Detail reports section as well as the Parcel Views report section within Parcel Maintenance. South Dakota ENHANCED. Added a visual indicator [D] in the Valuation tab on search screen showing the parcel has Discretionary values. Page: 19 of 20

20 While in parcel maintenance, the Discretionary indicator is shown on the value summary and within the value tab. Page: 20 of 20