Permit Post

 

 

 

 

DESCRIPTION:  Permit Post is used to enter and track information for permits.  It is meant to be used as a "point of sale" tool.  You will select the type of permit being issued, fill it out, then print it.  It will also make your debit/credit entries in General Ledger.

 

 

 

To access:  Click on the Tools module  then click the Permit Post menu item.   

 

The following window will appear:

 

 

 

BEFORE YOU START USING PERMIT POST, YOU WILL NEED TO SET UP THE PERMIT PARAMETERS FILE.

 

At the top of the window, click on the Record button.

 

Now look at the Debit and Credit Account Numbers and the Default Amount charged for each type of permit.  You can edit these as necessary, but make sure to keep everything in the same format as it was originally.  The following is an example:

 

 

When finished editing the Debit/Credit Account Numbers and the Default Amounts, click the File button at the top of the window.  Click Save, then click Exit.  Now you will be back at the Permit Post window.

 

To fill out and print a permit, select the type of permit you need from the Select Permit Type drop down list.  Click the New button.  Fill out all the necessary information pertaining to the selected permit.  Make sure to scroll down to ensure you do not miss any relevant fields.  Once you have finished filling out all the necessary information, click the Save button.

 

To print a permit, click the Print button.  Click the Run Report button at the bottom of the window.  When done printing, click on the X in the upper right corner of the window to close the print window.

 

After posting a permit that is set to automatically bill, the transaction can be viewed in the General Ledger Post menu item.  The General Ledger Source of Entry will be PMT.

 

There is only one error that may happen when running Permit Post: Invalid Account Numbers. When Permit Post finds an Invalid Account Number on a Permit Type, it will display the Permit Type and the Account Number that has been associated with the permit. You will also be informed that due to this error, your General Ledger Account (Cash and Revenue) will not be updated.

 

To resolve this problem, write down the Account Number in error, click OK, then exit the Permit Post menu item. Go to the Accounts menu item in the General Ledger module and set up the missing Account Number.  Remember to give the Account a valid Account Type. Save the new record (click Yes if you are asked to create missing sub-levels), then close the window and rerun the Permit Post menu item.

 

Click on the X in the upper right corner of the window or click the Done button to close the window.