8.6.2.8 Manual Entry and Import of Submitted Demand Notices
Level of expertise required for this Chapter: Expert; specifically for LUPMIS @ TCPD
Demand Notices are the bills which are issued by the Assembly through LUPMIS. After they have been submitted by the revenue collectors to the property / business owners, this will be entered in LUPMIS for monitoring and follow-up.A) Standard Approach in LUPMIS:
Revenue Tools > Property List / Map > Filter by selecting street or owner or whatever > Continue
> Be sure, you tick the box 'Demand Notices' (if you dont have this permission, you will not see this box) > List
In the listing, you can see tick boxes on the right side. Tick whatever Demand Notices have been submitted.
At the bottom of this listing, you can set the date of this submission date (by default, as of today) and click 'Save all DN submissions'
All these submissions are now saved.
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B) Alternative approach in LUPMIS (for more controlled way of entry of Demand Notice submission):
Revenue Tools > Payments > List of payments > Filter by selecting street or owner or whatever > Continue
> Be sure, you tick the box 'Option to enter Demand Notice submission' (if you dont have this permission, you will not see this box) > List
In this extended listing, you can see tick boxes on the right side. Tick whatever Demand Notices have been submitted. You might observe, that there is more than 1 line per property / business. (If more than 1 DN have been issued, earlier in the year).
At the bottom of this listing, you can set the date of this submission date (by default, as of today) and click 'Save all DN submissions'
All these submissions are now saved.
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C) Alternative approach with Excel and LUPMIS (for bulk entry, through import from Exel file):
C.1) You first have to prepare an Excel file with:
- SubUPN in column B (if applicable)
- Date of submission in column C (for day of month), D (month), E (year)
- Word 'DN submission' in column F
- Word 'Property' or 'Business' in column G
It is very important to follow this standard. This can be viewed in LUPMIS or here.
Save this file as a CSV file, with '_field_data' in the file name.
C.2) In LUPMIS: Revenue Tools > Entry > Import revenue data (from field) >
> Select the CSV files, you prepared earlier > Tick box 'Properties Demand Notice submissions (or Business)' > Import
All these submissions are now imported and saved: