LP> Utilities> Setup

Set up the Licenses and Permits Module

 

Summary

 

Follow this process to set up the LP module.

 

Related Links

 

Click here for information on License Maintenance.

Click here for information on License Status Maintenance.

 

Step by Step

 

1     Open the License and Permits Setup window (LP> Utilities> Setup).

 

2     Set up the LP module. 

 

  • Specify how the Business, Pet and Vehicle licenses will be numbered.
    • Specify the Auto-Numbering Digits for the licenses.
      • The software will find the largest license number with the same number of digits in the database and begin numbering from there.
      • You can have the system start auto numbering from a desired point if you create a license number higher than all the other licenses with auto numbering turned off, then turn auto numbering on to create the rest of your licenses.
      • These values must be between four and seven.
      • The Auto-Numbering Digits fields will only be enabled for pet and vehicle licenses if those licenses are set to Active.
  • Check the Auto attach lots on licenses toggle if you would like a lot to be automatically attached to a license when a customer is attached to a license.
    • If a customer is attached to a permit, and that customer is the owner of a lot, the lot will automatically be attached to the license if this toggle is checked.
  • Check the Print customer number on license toggle to include the customer number on the printed license. The Customer Number field will display below the Service Address field on the license.
  • Click the Save icon the complete the set up process.

 

3     Track any changes made to the LP Setup window. 

 

  • Click the Audit Trail icon to open the Audit Trail window.
  • Use the Search Criteria section to sort the displayed audit trail.
  • The Audit Trail History section will provide details about any changes made to the setup window including the date of the change, type of change made, user that made the change, and data table that was edited.
  • Click here for information on the Audit Trail window.