7.0 Permit Manual. Page 1. PDF created with pdffactory trial version

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1 7.0 Permit Manual Page 1

2 MPM Permit Entry To see the permits entered you may use the buttons at the bottom of the screen (i.e. First will bring up your first record) To enter new permits use the new button. Page 2

3 If you use the magnifying glass to look up a sequence code of a previous permit, the screen will look like this: You can do a lookup by Date Issued, License Number, Item Number, Name, Address or Advanced. Page 3

4 Advanced Screen Return: To return to the Permit Maintenance Screen. You have the ability to Print the listing to Excel, Print the displayed information, create an envelope or create labels. Page 4

5 You can bring up a permit that already exists and maintain it in this screen. Item Code: Enter a valid item code or select from a list clicking the drop down arrow. Utility Account Number: If the Utility Billing module is active on your system you may enter an active account number and the system will bring up the account the system will display the customer name last name first, address line 1 and line 2, city, state, and zip. If you do not have the Utility Billing module, you may create your own number scheme. Again, as in item setup, it is recommended that you develop a format for numbering. Last Name, First Name: Enter all customers that are being issued the permit last name, first name. Address Line 1: A required field it cannot be left blank Address Line 2: Optional Page 5

6 City, State, and Zip: You may accept the default or type the city, state and zip. Add an alternative address: optional Dates and Details: Issued Date: The date the permit was issued. The terminal will display the current date. If this is a new record the operator can change this date at the time of entry. The dates are Entered MMDDYY. Renewal Date: The date by which the customer must renew the permit. If it is for example a dog license that is being issued and it is good for two years, then the renewal date will be two years from the issue date. The dates are entered MMDDYY. Cost: This is the field used to specify the cost of this permit. The cost displayed, is the cost from the item maintenance file and can be changed here.. License Number: This is the permit number. It can be numbers or letters or both and can be up to 10 characters in length Including spaces. Telephone: The customers phone number. ID Theft Question: If an ID Theft Question was set up, it will be displayed in the drop down box for you to choose. Next, click on the Lock picture to type in the answer. User Defined Data: User defined values. You may change any displayed data by pointing and clicking in the field to be changed, if you Page 6

7 have entered the information incorrectly. The titles of these fields were originally set up in the program MDM (Default Maintenance ). You have the option to change or add to these user field titles. Buttons: First Display the first record on file. Previous Display the previous record on file. Next Last New Save Delete Display the next record on file. Display the last record on file. Create a new record. Save the data displayed on the screen. Delete the record displayed on the screen. Print Form Print a license for the record displayed on the screen. Custom Form Prints a custom form. Remarks Enter remarks for the record displayed on the screen. Setup Run the set up program to establish the default city, state, Zip. Close. Exit the program Page 7

8 MPMINQ/Permit Inquiry Only/Lookup In this screen you can only look things up- you may not change anything. Page 8

9 MPR/Permit/Renewal Listing and Export Page 9

10 Display: Item Code Selection: From: To: You can use the drop down arrows to bring up a list of item codes you have previously created. This program produces a listing of permits with a renewal date or issued date by the date selection you have chosen. Date Selection: From: To: Use the dropdown arrows to choose the date range for your report. Renewal Date or Issued Date Choose if you would like to use the renewal date or the issue date for your date range. Display: Click to display your list Page 10

Close: To exit the program and return to the main LOCIS screen. Options: Click the column headings to sort the reports and export will print in the sorted order.

11 Close: To exit the program and return to the main LOCIS screen. Options: Click the column headings to sort the reports and export will print in the sorted order. Right Click a Permit to remove it from the list. You are not deleting the permit just removing it from the list. Double Click the Permit to start printing or exporting with. It will print from that permit to the end of the list. Print List: Will print the list in the criteria that you have chosen. You will get the above choices for printing the list. Page 11

12 Your report will look like this: Print Renewal Laser: Will print your renewal letters. You can choose to include the cost if you want to. Page 12

13 Print Renewal Dot Matrix: Same as print renewal laser Print Letters: Select the license you wish to print and then click on Print. Your permits will print. Purge Permits : Will ask you for a date range. Export to Excel Page 13

14 Permits Setup MDM/Default Maintenance Page 14

15 Permit Type: This is a ONE character field. This letter represents the type of permit you want to setup defined fields. These User Defined Fields will be displayed when you enter a permit that has this particular code. If the record already exists, it will display the corresponding field information. If the character is not found, it will assume you are creating a new type. User Defined Fields: Set up descriptions of customer fields that allow recording, of more information. For example, the above display shows an A which is in Permit Type Set up as Dog/Cat which you will see in the screen displayed. Page 15

16 MIM/Permit Items Setup Page 16

17 Item Code: The Item Code is an 8 Character Field which describes the type of permit like Dog or Truck. Item Description: This field holds 30 characters and is a description of the item. Default Cost: The cost of the permit you would like to be defaulted at time of permit entry. Permit Type: Choose from the letters you have created in MDM (Default Maintenance). The letters you have already created will be displayed in the drop down arrow. Default Issued Date: Choose your default issue date Default Renewal Date: Choose your default renewal date ( the date you would like all of this type of license to be due) Don t blank out the License Number when Renewing: You may check this box if you want the license number to show up when renewing. Choices: Warn me in U/B when accessing an account who has this item code Active item? (Inactives won t appear in Permit entry) Add/Save: To save all the information entered. Delete: Double click on an item and then click on Delete button. Print List Page 17

18 Prints the List of all the item codes you have entered. Close: To exit the program and return to the Main Menu. Page 18

19 MPF/License Form Entry Page 19

20 Form ID: Select the form to be maintained from the drop down arrow list and form name and the text will be displayed. From the dropdown arrow next to the Form ID you can select NEW and create a new license form. The system will assign a FORM ID and you can enter a form description. You will then have the options of printing or changing the text. Description: Enter a description for the form such as Business License or Vending License. It will then take you to a free form text editor that you can create your form or license. You are able to have the Issue and Renewal Dates appear anywhere in the text by placing /ISSUE DATE/ and /RENEWAL DATE/ respectively in the text. When you are finished modifying Left Click on SAVE FORM. Delete Form: To delete a form you have created before or after you have saved it. OPTIONS: Use own Letterhead? Print Form Description instead of License Type? Print the Cost? Page 20

21 Print Dates up here? Print 10 user defined fields at the bottom? Close: To exit the program and return to the Main Menu. This is a sample of what will print from Permit Maintenance. This is just half the screen so you can read it. The full screen of the letter is displayed below. You need to set these License Forms in MPF (License Form Entry). You can create custom forms. You have up to 756 customer license forms one may be for business licenses or vehicles or vending machines. After entering a valid form number, Page 21

22 it will ask you where to print it. Once it prints, it will ask you to print again, you can answer No to exit or Yes to get another copy This is a full copy of the form. It shows all the user defined fields. Page 22

23 MPS/Permit Control Setup Page 23

24 Name Information Default City Name: Can be changed Default State Name: Can be changed Default Zip: Can be changed Sequence Information Next Available Sequence Number: Displays the last number that was created. Next Available License Number: Displays the last number that was created. Save/Close: Saves the information and then closes the screen and returns you to the main menu. Page 24

25 Cancel: Delete what you have entered. Page 25

CREATE LISTS HOW TO CREATE A REVIEW FILE

CREATE LISTS HOW TO CREATE A REVIEW FILE Go to Create Lists from the Function dropdown menu. Pick an empty review file, or change All to Empty. Click the arrow next to Max Records to display the available review files in order by size. Pick a