Starting a license

Select License > Application > Start License.

Specify the type of license you're starting in the License Type field.

If the specified license type has standard operating procedures written for it, you can click the Standard Operating Procedures button to view that information.

On the Sites tab, under , specify information about the location of the business.

After a location is specified, you can click the Map Drawer button to view a map showing the site.

To specify a site manually: Specify an address, parcel, property, or asset ID. Note that assets can only be used as sites if the Enable Asset Sites check box is selected in License System Setup.
To select a site from a map: Click the Map Drawer button, select Show Address, and click the site you want on the map. Infor Public Sector enters the site into the application.

Any addresses, parcels, properties, or building assets that are linked to the license's primary site are displayed under Linked Sites. (Buildings are the only assets that are displayed as linked sites.) Unlike associated sites, which are linked directly to a license, linked sites are linked to the primary site.

Note: A license's linked sites only include sites that are associated with the primary site at the time that the primary site is specified. To maintain historical accuracy, any later changes are not reflected in the linked sites. For example, suppose the primary site is an address that has one linked parcel. If you later remove the link between the address and the parcel, the license's linked sites will still include the parcel.

Under , specify any secondary or related locations for this business.

Associated sites are addresses, parcels, properties, or assets that are related to the application in some way. For example, an application for a liquor license might list the neighboring businesses as associated sites because they might be affected by the liquor license. Unlike linked sites, associated sites are linked to the current license only and not to the application's primary site. Follow these steps to associate a site.

Click Add above the grid.
Select Address, Asset, Parcel, or Property from the Site Type list.
Specify the site ID in the appropriate field or fields.
Click Select.

On the Applicants tab, under , specify contact information for the primary applicant.

If there is more than one applicant, specify the other applicants in the grid.

If required, indicate which applicant is the responsible account holder.

If your agency is using CDR Billing, the responsible account holder is the applicant who will be the responsible party for the associated account. Depending on the license type, you may be required to indicate which applicant will be responsible for the account. Some license types always use the primary applicant. If the license type allows another applicant to be the account holder, Infor Public Sector shows a Resp Account Holder check box for the primary applicant and each other applicant. You can then select the check box for the applicant who will be responsible for the account.

On the License Information tab, specify any other information about the license.

You can select the classification for the business, such as sole proprietor or corporation, from the Type of Business list. You can also record the name of the business in the Business Name field and the fictitious name, if any, in the DBA Name field.

Add attachments and type any comments about the license.

Add any endorsements to the license.

Endorsements record additional rights granted to a licensee to provide products or services that are not covered by a license. To add an endorsement:

Click Add above the grid.
Specify the type of endorsement that you want to add in the Endorsement Type field.
Specify any other information about the endorsement. For example, you can select the endorsement's status, enter an address for the endorsement, or type comments about the endorsement. If you enter an address, you can click the Map Drawer button to view a map of the address. If the endorsement type has standard operating procedures written for it, you can click the Standard Operating Procedures button to view that information. If your agency is tracking personalized information, or details, for the endorsement type, click Next and enter information according to your agency's policies.
Click Finish.

If your agency is tracking license details, Infor Public Sector also shows a details tab. Specify information according to your agency's policies.

When you're finished entering license information, click Save.

Infor Public Sector saves the license and shows its license number and a message that the license has been added. You can click the License # link to view and edit the license in the License InfoViewer. It also shows any standard operating procedures for the license and a list of actions that you can perform by clicking the link. You can start a new license, either from scratch or with all the current license's information except its primary site. Follow the current instructions to start a new license. You can also pay any fees that were automatically added to the license and check the license's status.

If your agency is using CDR Billing, the license will also be associated with a billing account. To associate an account, Infor Public Sector first searches for an existing account that matches the license information. If no existing account is found, Infor Public Sector creates a new one.