Infor Public Sector Trade License User Guide

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About this guide
Trade License overview
Trade licenses
Starting a trade license
Trade License InfoViewer
Lookup Trade Licenses Action button commands
License InfoViewer settings
Trade License InfoViewer toolbar buttons
Trade License InfoViewer tabs
Refreshing the InfoViewer
Checking the status of a license
Viewing standard operating procedures
Applicants
Changing applicants
Adding an additional applicant to multiple licenses
Removing an additional applicant from multiple licenses
Adding a parent trade license
Adding a child license
Associating another application or case
Associating service requests with a trade license
Trade license groups
Creating a group of new trade licenses
Adding trade licenses to a group
Removing a trade license from a group
Changing license information
Advancing to the next milestone
Recording employee involvement
Supervisor approvals
Setting your PIN
Performing a supervisor override
Deleting a license
Fees (non-Billing)
Viewing fee information (non-Billing)
CDR non-Billing transaction designators
Charging a fee
Editing a fee
Adjusting a fee
Paying a fee (non-Billing)
Paying an at cost fee (non-Billing)
Refunding fees (non-Billing)
Recalculating fees
Waiving fees (Non-Billing)
Reversing a payment (Non-Billing)
Voiding a payment
Confirming a payment
Refunding an overpayment
Transferring an overpayment
Refunding a deposit
Clearing a deposit
Deposit accounts
Fees (CDR Billing)
Viewing fee information (CDR Billing)
CDR Billing transaction types and designators
Charging a fee
Editing a fee
Adjusting a fee
Paying a fee (CDR Billing)
Paying an at cost fee (CDR Billing)
Refunding fees (CDR Billing)
Recalculating fees
Waiving fees (CDR Billing)
Waiving a penalty
Reversing a payment (CDR Billing)
Applying credits
Refunding an overpayment
Refunding a deposit
Clearing a deposit
Deposit accounts
Opening an application's billing account
Changing an application's billing account
Reviews
Creating a review
Review scheduling
Scheduling a review in the calendar
Assigning reviews
Recording review results
Recording a problem in a review
Resolving review problems
Viewing a trade license's review history
Deleting reviews
Inspections
Creating an inspection
Inspection scheduling
Scheduling an inspection in the calendar
Scheduling inspections
Recording inspection results
Recording a code violation in an inspection
Partial inspections
Deleting an inspection
Viewing a trade license's review history
Assignments
Defining a review assignment
License Types tree nodes
Changing an assignment's reviewer
Defining an inspection assignment
License Types tree nodes
Changing an assignment's inspector
Duplicating assignments
Duplicating review or inspection assignment groups
Changing an assignment's assignment area
Removing review or inspection assignments
Conditions
Adding a condition to a trade license
Approving a trade license condition
Details
Adding a license detail
Adding a review detail
Adding an inspection detail
Trade License form codes
My Infor CDR.TradeLicense items
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