6Setting Up Business Licenses

Setting Up Business License Types

Define the types of business licenses supported by an agency, including consultations. You add a business license type and associate workflow process definitions on the Business License Type definition page.

Before you can create an application form, you must first create a business license type on the Business License Type definition page. The type defines attributes that will be available on the business license application.

Adding Business License Type Definitions

  1. Select Business License Setup > Business License Type > Business Licenses.

  2. Click Add.

  3. Let’s take a look at the fields for defining a business license type:

    Page Element

    Description

    Classification

    Displays the type of business license. The classification for this page indicates that this type is associated with a business license application.

    Subclassification

    Displays the subclassification.

    If you would like to create a consultation type, select Consultation from the drop-down list. The default value is Not Applicable, which indicates a standard business license application.

    Business License Type

    Enter a name for the type of business license.

    Business License Type ID

    Enter a unique alphanumeric code or short name for the business license type. Do not use special characters, including symbols or punctuation, or spaces.

    Status

    Select from the following to indicate the business license type status:

    • Preliminary: The business license type is being defined but is not available for use.

    • Ready: The business license type is ready to be accessed for testing or production use, depending on the environment.

    • Void: The business license type is no longer available.

    Note: The form design can be in published status or draft status and be set to Ready. In draft status, the form can be accessed from outside the form designer — such as the Apply page — for testing purposes in the development or test environment.

    Form Design Status

    A read-only field indicating whether the form design is published or currently being developed.

    • Draft: The form design is currently being created or modified. Form designs in draft status are not migrated to other environments and can’t be cloned.

    • Published: The form design is complete. Form designs in published status can be migrated to other environments and can be cloned.

    Autonumber Rule

    Select the autonumbering rule to increment numbers for business license applications.

    You can delete an autonumbering rule when it isn’t being used by any transaction types.

    For more information, see Setting Up Autonumbering.

    Valid from Date and Valid to Date

    Enter a range of dates when this business license type is valid. The default from date is the current date. The default end date is Open. You can update these dates as needed.

    Public User Enabled

    Select from the following to indicate whether the business intake form can be accessed and by which user types.

    • Enabled for all users: Only registered public users and agency users can access the intake form.

    • Enabled for registered users: Only registered public users and agency users can access the intake form.

    • Not enabled for public users (default): Only agency users can access the intake form.

    Note: Currently, Enabled for all users and Enabled for registered users have equivalent access.

    Application Group

    Select an application transaction group that you want to associate with the business license type.

    For more information, see Setting Up Transaction Groups.

    Category

    Select a transaction category that you want to associate with the business license type.

    For more information, see Setting Up Transaction Categories.

    Subcategory

    Select a transaction subcategory that you want to associate with the business license type.

    For more information, see Setting Up Transaction Subcategories.

    NAICS Group

    Select a group of North American Industry Classification System (NAICS) codes for the business license type.

    The NAICS group associated with the business license type determines which NAICS codes are available to select when applying for a business license.

    For more information, see Setting Up NAICS Groups.

    Note: If you don’t select a value in this field, applicants using this business license type can select any NAICS code that is added and enabled for any NAICS group.

    Tax Class

    Select a tax class that should apply to the business license.

    A class tax defines the attributes that will apply to the license, its renewal, and on amendments.

    For more information, see Setting Up Business License Tax Classes.

    Note: The predefined field group for Tax Related Details must be included in the intake form design to ensure that the tax related detail section is included in the intake form and the license detail.

    License Period Format and Period Format Preview

    Select the format for displaying the license period, when the license is valid as defined in the application.

    This value will be displayed on the business license in the format you select, as shown in the preview field. For example, an annual license period displays the year if you select yyyy, where yyyy indicates the year. If the license period is quarterly, semi-monthly, or fiscal year, you might select MMM yyyy, where MMM indicates the first three letters of the month.

    Document Group

    Select a document group to manage attachments for the business license type.

    When you specify a document group, document attachments can be classified into categories and subcategories during the application process and when you upload files. Then you can see the category for a document on the attachments page in the application details.

    For more information, see Setting Up Document Groups.

    Fee Schedule

    Select a fee schedule that you want to associate with the business license type. A department is required when you enter a fee schedule ID.

    For more information, see Setting Up Fee Schedules.

    Bill Type

    Select a bill type to associate with the business license type.

    The billing type identifies the type of invoice that can be generated from the record. The bill type is required.

    For more information, see Setting Up Bill Types.

    Department

    Select a department that you want to associate with the business license type. A department is required if you add a Fee Schedule ID to the business license type.

    If a department is specified on the Fee Item setup page, the fee item department overrides the department specified here on the business license type.

    For more information, see Setting Up Departments.

    Terms of Use ID

    Select a terms of use definition to associate with the business license type. The available values for business licenses are determined by the usage on the terms of use ID.

    For more information, see Setting Up Terms of Use.

    Description

    Enter a user-facing description of the business license type. On the Apply page, this description appears under the application type name.

    The description helps public users understand the purpose of the application type.

    URL

    Enter a URL for a web page that gives public users more information about the business license type.

    If you enter a URL, then a Learn More link appears at the end of the application type description on the Apply page. The user clicks this link to open the specified URL.

    If you leave this field blank, the Learn More link is not visible on the Apply page.

Associating a Business License Certificate

First, your agency sets up the certificate template in the reports catalog, then associates the report ID with the business license type in the Certificate section. You can generate the certificate for this type of business license from the business license overview page when the license is issued.

Page Element

Description

Allow Public User to View

Turn on the switch to allow public users to view the issued business license certificate, which is accessed from the business license summary on the Overview page.

Report ID

Enter the report ID for the business license certificate template associated with this business license type. Use the delivered business license certificate report or configure your own. See Setting Up Reports.

For information about viewing the business license certificate, see Viewing the Business License.

Setting Up License Activity and Expiration Options

Depending on the business license type definition, businesses can renew or amend their licenses online. You also associate expiration rules with the business license type in the License Activity and Expiration section.

Page Element

Description

Allow Amendment

Turn on the switch to enable the applicant and agency staff to submit an application for an amended business license using this business license type.

After you enable amendments, you define the workflow for amendments in the Workflow Setup section.

Allow Renewal

Turn on the switch to enable the applicant and agency staff to submit an application for a license renewal using this business license type.

After you enable renewals, you define the workflow for renewals in the Workflow Setup section.

Expiration Group

Enter the expiration group that defines the expiration rules for this business license type. Expiration rules determine the expiration dates for the application and business license or consultation. For more information about business license expiration, see Setting Up Business License Expiration Rules.

Setting Up Workflow for Business Licenses

You set up a workflow for the initial application as well as amendments and renewals, if applicable, when you define the business license type. Before you begin, you must define a workflow for each type of application using the Oracle Autonomous Integration Cloud (OIC).

For more information about setting up workflows, see Setting Up Process Definitions for Workflow.

You’ll see the workflow setup fields for applications but also for amendments and renewals, depending on how you’ve set up your business license type. The columns will have headers like this:

  • Application: Default column when you’re creating the business license type.

  • Amendment: Additional column when you switch on Allow Amendment.

  • Renewal: Additional column when you switch on Allow Renewal.

Page Element

Description

Space Name

Enter the space where the workflow process application is stored. You can group related applications in a space as well as enable users to collaborate when developing applications.

Application ID

Enter the name of the workflow process application in OIC. For more information, see Creating and Managing Applications.

Version

Enter the version of the workflow process application.

Process Definition

Enter the name of the workflow process definition that applies to this particular business license.

Note: Different business license types can utilize the same workflow definition.

Cloning Business License Types

Click the Clone button to create a clone of the current business license type, which you can then use to create a different business license or to create a different version of the current business license.

For more information on cloning transaction types, see Cloning Transaction Type Definitions.

Designing Intake Forms

After you’ve entered the appropriate initial information for the business license type, you can then begin to design the intake form that end users will use to submit an online application for a business license. You create an intake form using the designer. You access the designer by clicking the Design Form button.

For more information on designing intake forms, see Using the Intake Form Designer.

Setting Up Business License Display Groups

Use the Display Group setup pages to display groups of business licenses on your agency’s landing page, where you start an application.

A display group identifies a meaningful grouping of business license types displayed as a list on the Apply page. The list appears as the business licenses that agency staff or a guest can select to initiate the application process.

For more information about how the Apply page looks and is used, see Choosing an Application Type.

Before setting up business license display groups, you must set up the types of business licenses your agency offers. See Setting Up Business License Types.

Adding Business License Display Groups

  1. Select Business License Setup > Business License Display Group.

  2. On the Business License Display Group page, click Add to add a new group.

  3. On the Business License Display Group Details page, enter values for the following:

    Page Element

    Description

    Display Group ID

    Enter a business license display group name.

    Display Group

    Enter a name for the display group that appears on the Apply page for guests and agency staff.

    Description

    Enter a description of the display group that appears on the Apply page for guests and agency staff.

    URL

    Enter a URL that agency staff can use to access additional information. This page is the only place that the URL appears, so it is not available to guests.

    Applicable Classification

    Select the check box for the applications to which this display group applies. Choose from these options:

    • Business Licenses

    • Permits

    • Planning and Zoning

    This option determines whether a display group type is shown on the Apply page for public users. A display group can be included with more than one classification.

  4. Verify that the Enabled switch is turned on. The switch is turned on by default for new display groups.

  5. In the Display Group Lines section, click Add to set up a line on the Display Group Line Details page. The display group lines are transaction types that make up the list in the new display group.

    Note: A mix of different transaction types can be added to a display group. For example, you can add a planning application transaction type to a permit application display group and the other way around.

    Page Element

    Description

    Display Order

    Enter a numerical value in this field to specify the order in which you want the business license types to be displayed, if desired. The default value is 0 and upon saving, the system automatically assigns the next value.

    Transaction Type ID

    Select an existing transaction type ID.

    The description for the ID you enter here will appear in the Transaction Type field.

    Transaction type information

    Review the attribute information for the business license type to verify you have selected the correct transaction type ID:

    • Transaction Type

    • Classification

    • Application Group

    • Category

    • Subcategory

    For more information about transaction type attributes, see Setting Up Business License Types.

  6. On the Business License Display Group Details page, click Save.

Modifying Business License Display Groups and Lines

You can modify the display groups and the business licenses in the list on the Business License Display Group Details and Display Group Line Details pages, respectively.

  1. Select Business License Setup > Business License Display Group.

  2. On the Business License Display Group page, select the row for the business license group that you want to modify.

  3. On the Business License Display Group Details page, you can:

    • Modify the group name and description. You can’t change the Display Group ID.

    • Turn the Enabled switch on or off to enable or disable the display group.

  4. If you made any changes, click Save.

  5. To modify the display group lines (the list of business licenses in a display group), select the row for the business license group that you want to modify on the Business License Display Group page.

  6. On the Business License Display Group Details page, select a display group line in the Display Group Lines grid.

  7. On the Display Group Line Details page, you can change the values in these fields:

    1. Update the Display Order field to change the order in which the lines appear.

    2. Update the Transaction Type ID field with another existing business license type ID.

  8. If you made any changes, click Save.

Deleting Business License Display Groups and Lines

  1. Select Business License Setup > Business License Display Group.

  2. On the Business License Display Group page, select the row for the business license group that you want to delete.

  3. If you want to delete the display group, click Delete on the Business License Display Group Details page.

  4. If you want to delete multiple display groups, you can delete them from the Business License Display Group page:

    1. Click Edit.

    2. Select the check boxes for the display groups to delete.

    3. Click Delete.

  5. To delete a display group line, go to the Business License Display Group Details page and select a display group line in the Display Group Lines grid.

  6. On the Display Group Line Details page, click Delete.

  7. If you want to delete multiple display group lines, you can delete them from the Business License Display Group Details page:

    1. Click Edit.

    2. Select the check boxes for the display group line rows to delete.

    3. Click Delete.

Setting Up Business License Expiration Rules

You can set up expiration rules for business licenses and consultations that will be associated with the business license types your agency offers.

You can set up expiration rules for business licenses to define:

  • When an inactive pending application expires.

  • When the business license expires based on either a fixed date or when the license was issued.

For business license consultations, you can set up rules to define when an inactive pending application expires or when the consultation recommendations expire. As you set up the expiration rules, keep in mind the type of business license the rules are for.

First, you define the rules in an effective-dated group. After setting up the expiration rules, you add the rules group ID to the business license type definition and periodically run batch rules processing to update the expiration statuses. Oracle recommends that you schedule expiration rule processing to run daily.

Setting Up Expiration Rule Groups

Here’s how to set up the rule group:

  1. Select Business License Setup > Business Expiration Group.

  2. Select Add on the Expiration Group page.

    You enter values for these fields on the Business License Expiration Group page to define the group.

    Page Element

    Description

    Expiration Group ID, Expiration Group Name, and Description

    Enter an ID for the expiration group, a group name, and description.

    Subclassification

    Select Not Applicable for a business license or Consultation for a business license consultation. Use Consultation if you are applying this group of rules to a business license type definition with a consultation subclassification.

    Effective Start Date and Effective End Date

    Enter the range of dates when the group is effective. If you want to leave the effective dates open-ended, don’t enter a date for the end date.

    To see the effective date history for an expiration group, click Show All Dates. On the History Data page, you can search history by effective start date or click Add to add new effective-dated rules for an expiration group.

    Show All Dates

    Click to access the effective-dated history of the rules definition. This button is available after you create the first rule.

    You can also search history by effective start date. Click Add to create a new effective-dated row for an expiration group.

  3. Verify that the Enabled switch is turned on. The option is active by default for a new expiration group.

  4. Create expiration rules in the Expiration Rules section.

Defining Expiration Rules

Here’s how to set up the details about the expiration rules in the group:

  1. Click Add in the Expiration Rules section on the Business License Expiration Group page.

  2. Select the Expiration Basis for your rules. The expiration basis is the type of expiration rule you are defining. For business licenses, you can create these rules:

    • Inactive pending application

      When the business license application is in a pending status, the applicant must submit the application before the expiration date.

      The expiration timeframe begins when the applicant saves a business license application and ends when the application is submitted.

    • License expiration - fixed date or License expiration - issued date

      You must select whether the license expiration is based on a fixed date or when the license is issued. For example, if you want to set up the license to expire every year on June 30, you select the fixed date expiration rule. You must enter the expiration interval for licenses that expire on a fixed date. You define whether the license expires monthly, quarterly, yearly, and so on. Or you can set up the rules so that the license is valid for an amount of time, such as 6 months, from the time when the license was issued.

      Both fixed date and issued date expiration rules are initiated when the business license has an Active status.

    • Consultation expiration

      This rule type is only available when the expiration group subclassification is Consultation.

      The expiration timeframe begins when the business license consultation is complete and recommendations have been made. The business owner must submit the business license application before the consultation findings expire, as defined by the rule.

  3. For each expiration basis, you enter details to define the rule.

    Page Element

    Description

    Expiration Period

    Enter the amount of time that the user has before the expiration date. For example, the applicant must submit an application within 30 days before the application expires, or a license is valid for 1 year from when it was issued. For fixed-date expirations, enter the date the license expires.

    About to Expire

    Enter when you would like a notification to appear on the application or license that shows the user how long until the application or license expires. For example, you can enter 5 days to show that a pending application expires in 5 days.

    Grace Period

    Enter the amount of time the application, license, or consultation findings are valid beyond the expiration date defined in the rules.

    The grace period for the inactive pending application rule is the amount of time the business is allowed to submit the application after the pending application expires.

    For the consultation expiration rule, the grace period is the amount of additional time that the consultation findings are valid after the consultation expires.

    If the business renews during the grace period defined in the license expiration rule, no penalties and interest are charged.

  4. Verify that the Enabled switch is turned on for each rule. The option is active by default for a new expiration rule.

  5. Click Save.

Setting Up Communication Rules

You can set up communication rules to send communications when the application, license, or consultation is about to expire or expired. Agency staff and the business owner listed on the application, license, or consultation receive the notifications. Click Add in the Communication column and select About to Expire, Expired, or both, and the recurrence of the communication.

Depending on the expiration communication rules you define, you must also set up communication templates for these delivered events:

  • About to expire business license – The communication event will be triggered when the inactive pending application or license is about to expire.

  • Expired business license– The communication event will be triggered when the inactive pending application or license expires.

  • About to expire business license consultation– The communication event will be triggered when the inactive pending consultation application or license consultation is about to expire.

  • Expired business license consultation– The communication event will be triggered when the inactive pending consultation application or license consultation expires.

For more information about configuring the communication templates for the email or notification you want to send when the event occurs, see Setting Up Communication Templates.

Caution: After setting up communication rules, you must periodically run batch expiration rule processing to update the About to Expire and Expired statuses. The system updates the statuses and sends out the communications according to the setup. Oracle recommends that you schedule expiration rule processing to run daily.

Associating Expiration Groups with Business License Types

After you create an expiration group, you associate the group of rules with a business license type.

  1. Select Business License Setup > Business License Type > Transaction Type.

  2. Click the row for the business license type.

  3. On the selected Business License Type page, enter the expiration group. You can look up the expiration group by expiration group name and description.

  4. Click Save.

For more information see Setting Up Business License Types.

Running the Expiration Rule Process

After setting up expiration rules and adding an expiration rule group ID to the business license type definition, you must set up expiration rule processing to periodically update the expiration statuses.

Run the process that updates transaction expiration statuses on the Process Expiration Rules page, which you access by selecting Common > Process Expiration Rules. Oracle recommends that you schedule expiration rules processing to run daily.

For information about setting up expiration rules processing, see Updating Application Expiration Status.

Setting Up Business License Renewals

Agencies generally issue business licenses for a fixed period of time and offer the option to renew the license to continue business operation. Several setup steps are required for your agency to support business license renewals.

  • Define expiration rules for business license expiration, including when the license is about to expire and expires.

    Businesses can renew their business licenses starting when the license is about to expire. They can also renew the license when the license expires and after the license has expired.

    Note: You must run expiration rule processing to update the expiration status after you set up the expiration rules.

    See Setting Up Business License Expiration Rules.

  • Set up renewal fee items and fee schedule.

    Select the Renewals option and map to the decision model you’ll use for calculating the item on the Fee Item Details page in the fee schedule.

    See Setting Up Fee Schedules.

  • Identify tax attributes that apply to renewal applications.

    Define the tax class and the attributes that are applicable to renewal applications on the Business License Tax Class setup page.

    See Setting Up Business License Tax Classes.

  • Set up the business license type to support renewals.

    Associate the business license type with an expiration group and select the option to allow renewals. The Expiration Group code is required when you select Allow Renewal. You also select a tax class, fee schedule, and workflow that will be used for renewals.

    See Setting Up Business License Types.

  • Design the intake form for the renewals application.

    The License Activity display settings on the predefined elements in the intake form determine what information can be entered or updated as part of the renewals application process. For example, you can enable predefined elements such as Business Information and Retail Business Details with fields for the business to fill out.

    See Configuring Activity Filtering for Business Licenses.

Setting Up Business License Amendments

Businesses that want to update business information for their license can apply for an amendment. Several setup steps are required for your agency to support business license amendments.

  • Set up amendment fee items and fee schedule.

    Select the Amendment option and map to the decision model you’ll use for calculating the item on the Fee Item Details page in the fee schedule.

    See Setting Up Fee Schedules.

  • Set up the business license type to support amendments.

    Select the option to allow amendments. You also select a workflow that will be used for amendments.

    See Setting Up Business License Types.

  • Design the intake form for the amendments application.

    The License Activity display settings on the predefined elements in the intake form determine what information can be entered or updated as part of the amendments application process. For example, you can enable predefined elements such as Business Information and Retail Business Details with fields for the business to fill out.

    See Configuring Activity Filtering for Business Licenses.

Setting Up Business License Tax Classes

Define the types of taxes that will be used to calculate taxes applicable to business licenses. You add a tax classification and associate various tax attributes on the Business License Tax Class page.

Tax classes define the tax attributes that will be applied to business licenses. Applicable taxes are calculated based on the values entered by registered users in their license application.

Adding Business License Tax Class Definitions

  1. Select Business License Setup > Business License Tax Class.

  2. On the Business License Tax Class page, click the Add button.

  3. On the Business License Tax Class detail page, enter values for the following fields:

    Page Element

    Description

    ID

    Enter an identifier of the business class.

    Name

    Enter a name for the tax class.

    Description

    Enter any information, such as details about the type of business to which this tax class can apply.

    Sequence Number

    Select a number to determine where in the list should this attribute appear on the business license application. For example, if the value 2 is selected, the attribute will be the second in the list.

    Tax Attribute

    Select a tax attribute that should apply to the business license.

    Description

    Enter a description about the tax attribute, which will be displayed in the business license application.

    The description helps public users understand the purpose of the tax applied.

    Applies To

    Select the license type to which the attribute will apply:

    • Origination: The attribute will be applicable to the origination license.

    • Renewal: The attribute will be applicable to the license when it is being renewed.

    You choose the attributes that should be displayed in the application according to the activity status of the business license — Origination and Renewal.

  4. Turn on the Enabled switch. The switch is turned off by default for new attributes.

  5. Click the Add icon to include a new attribute record. Use the Delete icon to remove the attribute row.

  6. Click Save.

Setting Up Business Consultation Meetings

Consultations are the initial step in the business licensing process, and are used to allow the business owner to work with agency specialists to receive feedback prior to submitting business license applications. A consultation meeting is scheduled between the business owner and agency specialists to determine the necessary applications and approvals for the license procurement.

Configuring the Consultation Meeting

Administrators set up and manage the consultation meeting configuration on the Manage Business Consultation Configuration page.

  1. Select Business License Setup > Business License Meeting Setup. Or, Select Setup and Maintenance tile on the Agency Springboard > Select Public Sector Business Licenses > Business License Application Types functional area > Manage Business License Meeting Setup task.

  2. On the Manage Business Consultation Configuration page, the Consultation Meeting section allows you to set up applicant privileges. Enter values for the following fields:

    Page Element

    Description

    Applicant can request

    Select to allow an applicant to request a consultation meeting. Applicants can access the business consultation meetings page and schedule a meeting based on the availability of the agency staff.. See Working with Business Consultation Meetings.

    Applicant can reschedule and cancel

    Select to allow an applicant to reschedule or cancel their meeting.

  3. The Meeting Availability section allows you to set up the parameters for scheduling meetings, determined by:

    1. Specialist meeting schedule or

    2. Agency meeting schedule

    Specialist meeting schedule: Select to allow users to schedule meetings based on the availability of their assigned specialist.

    Note: You also need to ensure that all the specialists are assigned a consultation meeting work schedule on the Agency Staff Profile. Enter values for the following fields:

    Page Element

    Description

    Meeting Duration in Hours

    Select a value to set the maximum amount of time the meeting can be scheduled for. Users will see this value as the duration of the meeting, and they are not allowed to edit the field. See the section Scheduling a Consultation Meeting under Working with Business Consultation Meetings.

    Schedule after Number of Days

    Select a value to set the number of days from the current date, so that users can schedule a meeting on a date available after the number of days specified here. For example, if you select a value 5 on the 10th day of this month, the calendar on the Business Consultation Meeting Request page displays the dates that are available after the 15th day of the month.

    Schedule up to Number of Days

    Select a value to set the number of days that will be available for the users to select a date on the calendar for scheduling the meeting. For example, if you select a value of 90, the calendar on the Business Consultation Meeting Request page displays 90 calendar days starting from the date the user is making the selection.

    See the section Scheduling a Consultation Meeting under Working with Business Consultation Meetings.

    Agency meeting schedule: Select to allow users to schedule meetings based on the schedule of the agency. In addition to the fields described above, enter values for the following fields:

    Note: If you select this option, then you need not assign Consultation meeting schedule to the specialists as the Consultation meeting schedule will not be considered while determining the availability.

    Page Element

    Description

    Consultation Work Schedule

    Select the Agency level work schedule that needs to be considered while determining the availability for the consultation meeting.

  4. The Meeting Agenda and Location section allows you to set up the agenda and the location for the consultation meeting.

    Page Element

    Description

    Include Agenda

    Select the check box and enter the agenda in the Meeting Agenda field.

    Include Location

    Select the check box and search for the desired location of your agency using the Agency Information look up. The address of the location you select is displayed in the Meeting Location field.

    Note: Users can edit the entries for the agenda and location fields while scheduling the meeting on the Business Consultation Meeting Request page.

Setting Up NAICS Codes

Federal statistical agencies use the North American Industry Classification System (NAICS) to classify business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy.

Understanding NAICS Code Setup

NAICS codes enable an applicant to select an industry standard classification for a business when applying for a license. To set up NAICS codes for your agency:

  1. Add NAICS codes on the NAICS Codes page.

  2. Create subsets of NAICS codes on the NAICS Groups page.

    For more information, see Setting Up NAICS Groups.

  3. Select a NAICS group for each business license type on the Business License Type page.

    The NAICS group associated with the business license type determines which NAICS codes are available to select when applying for a business license.

    For more information, see Setting Up Business License Types.

Adding NAICS Codes

  1. Select Common Setup > NAICS Code.

  2. On the NAICS Code page, click Add.

  3. On the NAICS Code Details page, enter values for the following:

    Page Element

    Description

    NAICS Code

    Enter the industry classification code.

    Industry Title

    Enter a short descriptive title for the NAICS code.

    Description

    Enter a long description for the NAICS code.

  4. Verify that the Enabled switch is turned on. The switch is turned on by default for new NAICS codes.

  5. Click Save.

Modifying NAICS Codes

  1. Select Common Setup > NAICS Code.

  2. On the NAICS Code page, select the NAICS code that you want to modify.

  3. On the NAICS Code Details page you can:

    • Edit the industry title and description.

    • Enable or disable the NAICS code using the Enabled switch.

      If you disable a NAICS code, but it’s still included in the list of enabled codes for a NAICS group, it will continue to be available to select on business license applications. You can’t add a disabled NAICS code to a NAICS group.

    • Delete the NAICS code. You will be prompted to confirm the permanent deletion.

  4. Click Save.

Deleting NAICS Codes

  1. Select Common Setup > NAICS Code.

  2. Click Select Multiple.

  3. Select the check boxes next to all the NAICS codes that you want to delete.

  4. Click Delete. You will be prompted to confirm the permanent deletion.

Setting Up NAICS Groups

North American Industry Classification System (NAICS) groups are subsets of NAICS codes.

The NAICS group associated with a business license type determines which NAICS codes are available to select when applying for a business license. You add, modify, and delete NAICS groups on the NAICS Group page.

Adding NAICS Groups

  1. Select Common Setup > NAICS Group.

  2. On the NAICS Group page, click Add.

  3. On the NAICS Code Details page, enter values for the following:

    Page Element

    Description

    NAICS Group ID

    Enter the unique identifier for the group.

    NAICS Group

    Enter a name for the group.

    Description

    Enter a description for the group.

  4. Turn on the Enabled switch to make the group available on other pages. The switch is turned off by default for new NAICS groups.

  5. To add NAICS codes to the group:

    1. In the NAICS Code grid, click Add.

    2. Select the code that you want to add in the NAICS Code column.

      If you want to view a list of available NAICS codes, click NAICS Code to access the NAICS Code page.

    3. Turn on the Enabled switch to enable the code for the group. The switch is turned off by default for added codes.

  6. Click Save.

Modifying NAICS Groups

  1. Select Common Setup > NAICS Group.

  2. On the NAICS Group page, select the NAICS group that you want to modify.

  3. On the NAICS Group Details page you can:

    • Edit the description.

    • Enable or disable the NAICS group using the Enabled switch.

      Disabled NAICS groups can’t be selected in the prompt list for a business license type.

      Note: The enabled codes associated with a disabled group continue to be available to select for business license applications.
    • Add, delete, enable, or disable the NAICS codes associated with the group.

      A disabled code can no longer be selected for a business license application.

    • Delete the NAICS group. You will be prompted to confirm the permanent deletion.

  4. Click Save.

Deleting NAICS Groups

  1. Select Common Setup > NAICS Group.

  2. Click Select Multiple.

  3. Select the check boxes next to all the NAICS groups that you want to delete.

  4. Click Delete. You will be prompted to confirm the permanent deletion.