Replacing associated records

If you want to keep a history of your changes when you change parcel information such as liens and notices in bulk, you can expire the existing records and replace them with new ones. For example, if a parcel's zoning changes you might want to keep a record of the previous zoning, so you would replace the existing zoning record rather than updating it. You can replace addresses, districts, easements, land use, notices, parent and child parcels, and zoning.

  1. Select Resources > Property > Lookup Parcels.
  2. Look up the parcels that you want to update.
  3. Select the parcels that you want to update in the Parcel Lookup Results grid.
  4. Click Action and select Update Selected Items.
    Infor Public Sector shows the Parcel Bulk Update dialog box.
  5. Select the tab for the type of record you're replacing.
  6. Select the "Update" check box on the selected tab, such as Update Lien on the Lien tab.
  7. Select the Replace option button.
    Infor Public Sector enables the fields under Search Criteria and Add/Update.
  8. Enter your search criteria for the records that you want to replace in the Search Criteria fields.
    Note: Your search criteria must exactly match the records that you want to replace. For example, if a notice that you want to replace has an effective date and an ordinance code, your search criteria must exactly match those values.
  9. Enter the information that will replace the expired records in the Add/Update fields.
  10. Enter the expiration date for the replaced records in the Replace Expire field.
  11. Click Save.