Tax Exemption Certificates {FRM-3} / {FCTX}

General Information

In this menu the user can maintain the parameters according to which the system should generate tax exemption certificates, and information can be copied from other subsystems, via the following five options:

           1.         {FTXM-1} - Maintain Document
           2.         {FTXM-2} - Maintain Certificates Printed
           3.         {FTXO-1} - Print Certificates
           4.         {FTXO-2} - Copy Payroll Information For Printing.
           5.         {FTXM-3} - Link Receipt to Tax Certificate

This facility is identical to the one that is available under option {FMAIN-21} of the Financial System. For a full discussion, refer to Section 5 of User Manual CSS.

The subsystem allows the following:

definition of the text of letters, both in English and an alternate language, to be sent to selected donors;
inclusion in the text of these letters of various codes, descriptions, etc.;
printing of lists of selected donors before letters are produced, or as a separate activity;
printing of address labels for selected donors;
generation of ASCII files with selected donors’ data

The system also keeps a record of all of the above documents that were sent, and precludes the duplication of identical documents to the same donor over a period of time. Whilst the system does not allow the same document to be generated twice for the same donor, it does not, however, prevent the same issue from being dealt with in two or more consecutive documents.

When documents are generated and the selection has been <COMMIT>ted, the system will generate five output files in the following sequence:

Summary of the selection criteria and number of records per document type generated, thus allowing the user to prepare the required amount of stationery.
Letters for all the selected donors
A list of all the selected donors - this can be used for checking purposes
Labels for the selected donors
An ASCII file for the selected donors

These files can be sent to the printers in sequence to allow the user to have the correct stationery on the printer. The files will contain data only if the specific document format has been selected.

See Also:

Procedures:

None

History of Changes

Date	System Version	By Whom	Job	Description
08-May-2007	v01.0.0.0	Charlene van der Schyff	t137175	New manual format.