Rice Lake TransAct 3.5 - Manual (Page 47)

Permits Admin
48 Version 3.5
Permits
Use Permits to setup individual “sub” accounts within a customer account.
Example: A township may allow residents to use the landfill under the township’s customer
account. However, the township would like reports on the residents using the landfill.
Each resident can be assigned a unique permit number. The permit numbers are attached
to the customer account. The resident’s name, address, driver’s licences, license plate
number, and issue/expiration date can be recorded using the permit form.
To create or edit permits, select Admin | Permits from the main menu. The Permits form appears.
The first permit in the table is listed, if there are no permits, the permit window will show a permit
number of zero (0) and all fields will be blank. Begin entering permits at this point.
Figure 29. Permits Window
To create a new permit, click the New button.
To select an existing permit, click the Find button at the bottom of the window. A window containing
the Select Permit table appears.
Every permit must have a Permit Number and Name . The permit must also be attached to a Customer
Account . The Permit Number cannot be larger than nine (10) alph-numeric characters. The Name cannot
be longer than forty (40) alpha numeric characters. Select a Customer Account from the Customer
Account drop-down list .
The address, driver’s license, and memo fields are optional. Enter the address information in the
Address , City , State , and Zip fields. When entering a Driver’s License, the first character must be a letter.
A forty (40) character text option box is provided for the Memo .