Personal Property Lien Maintenance - Overview

Use Personal Property Lien Maintenance to verify and maintain the Personal Property Liens that were created in the PPLIEN file by the Prepare Lien File program.  You can use this information to create lien letters, which include 30-Day Notices and Lien Notices.

Directions:

To see directions for...

• Opening Personal Property Lien Maintenance, click more.

   

  To open the Personal Property Lien Maintenance program, use one of these methods:

  • Click the Personal Property Lien Maintenance Button on the Button Bar.

  • Or, click View from the Menu Bar, and then click Personal Property Lien.

  • Or, click Windows from the Menu Bar; click Launch Windows; then click Personal Property Lien.
    Note:  You can use this method to open more than one Personal Property Lien Maintenance window at a time.

  • Or, use one of the keyboard shortcuts:
    [CTRL + p] or [CTRL + SHIFT + p] or [ALT] [v] [p] or [ALT] [w] [l] [p]

   

• Creating a new Personal Property Lien Tax Account, click more.

   

  To create a new Tax Account, use one of these methods:

  • Enter a new Tax Account Number and click or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + r]

  • Or, enter a new Tax Account Number and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tips:

  • To indicate that you are building a new account, the New icon appears above the Tax Account Number.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  • If you see the following error when you click Save, you may have forgotten to click Retrieve before entering data for the new Tax Account:
    

   

  CAUTION! To avoid losing data, you must save new Personal Property Lien Tax Accounts.

• Editing an existing Personal Property Lien Tax Account, click more.

   

  1. To display the data to be changed, enter the Tax Account Number and click or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + r]
     Tip:  If you do not know the Tax Account Number, you can click to see a list of accounts.

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.
     Note:  For more information, see the table for Field Details by Section.

  4. To complete the edit process, click or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + s]

   

  CAUTION! If you forget to click Save, you may lose your changes.

• Deleting a Personal Property Lien Tax Account, click more.

   

  1. To display the record to be deleted, enter the Tax Account Number and click or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + r]
     Tip:  If you do not know the Tax Account Number, you can click to see a list of accounts.

  2. Click File from the Menu Bar, and then click Delete.
     Keyboard shortcut:  [ALT] [f] [d]

  3. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
     
     Example:
     
      
     
     Note:  After you click Proceed, you will see the following message on the Status Bar:
     

   

• Understanding the field values for the following areas, click the section name: