BP> Maintenance> Permit Setup
Set up the Permit Layout
Summary
The Permit Setup Maintenance window is used to set up how the printed permit will be displayed.
Related Links
Click here for information on uploading a logo.
Click here for information on Permit Maintenance.
Click here for information on Lot Maintenance.
Step by Step
1 Open the Permit Setup Selection window (BP> Maintenance> Permit Setup).
2 Create a new Permit Setup.
- Enter a unique Code for the permit setup. Once the Permit Setup is saved, you will not be able to edit the Code field.
- This code can be up to 10 alphanumeric characters long.
- Enter a Description for the new permit setup. This Description will appear on the Permit Setup Selection window.
- The Description can be up to 60 characters long.
- The Logo Location is used to specify the path for your uploaded organization logo.
- The Logo Options and City Options fields are used to specify how the city information and the optional logo will be displayed on the printed permit.
- Enter the desired Office Hours that will appear on the permit.
- Select a Print Fees option from the drop-down menu.
- Select All on Permit to include every fee attached to the permit on the printed version of the permit.
- Select None to create a printed permit that does not display any of the fees attached to the permit.
- Select Only Fees with values to limit the fees included on the printed permit to those fees that create a billable line item on the permit record.
- Select a Print Valuations from the drop-down menu.
- You must either include all or exclude all valuations on the printed permit.
- Check the Print Subcontractors toggle to include all contractors attached to the permit on the Subcontractor tab.
- Check the Print Total Due toggle to include the outstanding balance on the printed permit.
- This amount is pulled from the Permit Balance field (BP> Maintenance> Permit> open a permit> General tab> Permit Balance field).
3 Complete the Comments and Field List tabs.