Starting a trade license

  1. Select Trade License > License > Start License.
  2. Specify the type of license that you're starting in the License Type field.
    If the license type that you entered has standard operating procedures written for it, you can click the Standard Operating Procedures button Standard Operating Procedures button to view that information.
  3. On the Applicants tab, under Contact, enter contact information for the licensee for whom the license is being filed.
  4. Under Additional License Contacts, enter any other contacts for this license.
    Click Add above the grid. In the dialog box, select the type of contact from the Contact Type list, then enter contact information for the contact.
  5. 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.
  6. On the License Information tab, enter information about the license.
    You can attach files related to the license, such as a photo identification or proof of work experience. You can also type any comments about the license or licensee.
    Infor Public Sector shows summary information about the license, which you can verify with the applicant. To edit this information click the Click Here to Edit button to the right of the information that you want to change. Infor Public Sector opens the correct form. When you're finished editing information on that form, you can click the Summary button to return to the license summary, which shows your changes. If the license type has standard operating procedures written for it, you can click the Standard Operating Procedures Standard Operating Procedures button button to view that information.
    If your agency is tracking license details, Infor Public Sector shows a details page. Provide information according to your agency's policies and click Next.
  7. 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 location. 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.