Summary

Permits and permit applications can be created from the Enter Cash Receipts window using the BP Permitting window. This allows you to create a permit or application based on a BP Permit Type template as cash is received for the permit or application.

In order to create a permit or application from the CR module, you must have a Permit Type template set up and that template must include a fee that will be assessed when the application or permit is created.

Step by Step

1     Open the Cash Entry window.

• Open a CR Cash Receipts batch or create a new batch using the New Batch window (CR> Cash Receipts> Select New from the batch drop-down menu).
• The Cash Entry window can be opened from two separate palette options: Enter Receipts or Cash Entry.
  • The Enter Receipts item on the Cash Receipts palette will display all of the receipts that have been entered in a batch. This allows you to open and modify all of the receipts in the batch.
  • Click the Show Batch Totals icon to open an informational window that will display Cash, Check, Other, Change and Batch totals for the active receipts included in the batch. Totals will not include voided receipts.
  • The Cash Entry menu item will open the Cash Entry window but only allow users to view the receipt being generated.
  • Menu security (SS> Security> Menu Security) can be set up on the Cash Receipts palette to disable one of the palette options.
• Click the Delete icon or press DELETE to void a receipt that is included in the batch.
• Highlight a receipt and click the Modify icon   or press ENTER to edit an existing receipt.
• Click the Create icon or press INSERT to create a new receipt for the batch. This will open the Cash Entry window.

2     Create a new BP Permit.

• Click the BP Permitting icon drop-down menu and select BP Permitting. This will open the BP Permitting window.
  • You are not required to specify a customer for the CR Receipt before creating the BP Permit. The customer associated with the permit will be automatically associated with the receipt. If no customer is associated with the permit, the lot attached to the permit will be associated with the receipt.
• In order to create a BP Permit, you will need to set up at least one Permit Type. Permit types act as permit templates and can reduce data entry by automatically populating the permit with the permit type valuations, fees, and inspection types.
  • Permit Types are created and maintained on the Permit Type Maintenance window (BP> Maintenance> Permit Type).
  • The Permit Type, Lot, and Permit Status fields must be populated before the permit can be saved.
  • Applications or permits that are created in the Cash Receipts module must produce a receivable when created.
    • If you are creating an application, the specified Permit Type must contain at least one positive value fee with the Used By drop-down menu set to Application.
    • If you are creating a permit, the specified Permit Type can contain a positive value fee with the Used By drop-down menu set to either Application or Permit.
  • If the Notification toggle is checked, you will be required to attach a customer to the permit. Any forms attached to the selected Permit Type Forms tab that have the Print toggle checked will automatically print when the receipt is saved.
  • Check the Print permit on receipt save toggle if you would like to generate a printed copy of the permit when the Enter Receipts step is complete.
• Click the Save icon   to save the permit and return to the Cash Entry window.
  • The permit information will be tentatively saved at this point, but the permit will not be permanently saved in the BP module until the receipt is saved and the Cash Receipts batch is processed.
    • Any notifications that will be generated by permit approval steps will not be generated until the Cash Receipts batch is committed.
  • If the CR receipt is voided after being committed, the BP application or permit that was created when the receipt was committed will be automatically deleted.

3     Receive payments on the Permit.

• The lot or customer information associated with the new permit or application will populate the Cash Entry window.
• The Amount Due will display the balance on each account included on the receipt.
• The Amount to Pay column will populate with the balance of each account on the receipt.
• Enter a payment amount in the Payments section and click the Save icon to save the payment.

4     Commit the cash receipts batch.