1. Implementing Your Financials Framework
  2. Setting Up Fee Item Receivable Options

Setting Up Fee Item Receivable Options

Configure your integration with Oracle Receivables at the fee item level.

Use the Receivable Options for Fee Items page to define the receivable information that Oracle Permitting and Licensing assigns to specific fee items. For more information on the hierarchy used to determine the receivable activity name for payment history lines, see Oracle Receivables Integration Overview.

Adding Receivable Options for a Fee Item

  1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

  2. From the Setup drop-down list, select your offering.

  3. Select Planning Application Types from Functional Areas and then select the Manage Fee Item Receivable Options task.

  4. On the Receivable Options for Fee Items page, click Add.

  5. On the New Receivable Options for Fee Items drawer, enter values for the following fields:

    Page Element

    Description

    Classification

    Select the offering that the fee item receivable options apply to. Values may include:

    • LIC (Business Licenses)

    • PMT (Permits)

    • PZ (Planning and Zoning)

    • CE (Code Enforcement)

    All Record Types

    Turn this switch on to apply the receivable options to this fee item for all record types.

    Record Type

    Select the specific record type to which these fee item receivable options apply. This field is unavailable if you turn on the All Records Types switch.

    Fee Item ID

    Select the fee item to which the receivable options apply.

    Memo Line Identifier

    Enter an invoicing memo line identifier.

    Note: This field is required even though invoicing integration is not currently available.

    Receivable Activity Name

    Enter the receivable activity name that Oracle Permitting and Licensing assigns to payments with the selected fee item when sending information to Oracle Receivables. Make sure that this value matches the value defined in Oracle Receivables exactly.

  6. Click Save.

Modifying or Deleting Receivable Options for a Fee Item

  1. On the Receivable Options for Fee Items page, select the fee item receivable options that you want to modify.

  2. On the Receivable Options for Fee Items details drawer you can:

    • Edit the receivable options fields.

      Note: You cannot change the value of the Classification field.

    • Delete the receivable options defined for the fee item. You will be prompted to confirm the permanent deletion.

  3. Click Save.