Setting Up Transaction Categories

Transaction categories are the second level of categorization that you can select when you define your business license, permit, and planning application types.

If desired, you can set up categories for the different types of business licenses, permits, and planning applications. This setup is not required.

Adding Transaction Categories

1. In the Functional Setup Manager, select Setup: Public Sector <Offering> > Functional Area: Agency Profile > Task: Manage Transaction Categories.

2. On the Transaction Category page, click Add to add a new transaction category.

3. On the New transaction category drawer, enter values for the transaction category fields:

   Page Element	Description
   Category	Enter a category name for the transaction type.
   Description	Enter a description of the category.
   Applicable Classification	Select one or more offerings from these options: Business Licenses Permits Planning and Zoning

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

5. Click Save.

Modifying Transaction Categories

1. On the Transaction Category page, select the row for the category that you want to modify.

2. On the Transaction category details drawer, you can:

3. On the Transaction Category Details page you can:

   • Edit the description.

   • Add or remove applicable classifications.

   • Enable or disable the transaction category.

     Note: You cannot change the category name.

4. Click Save to save any changes.

Deleting Transaction Categories

You can delete a transaction category only if it is not associated with any application type.

1. On the Transaction Category page, select the row for the category that you want to delete.

2. On the Transaction category details drawer, click the Delete button.