Setting Up Record Type Receivable Options

Configure your integration with Oracle Receivables at the record type level.

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

To access this page select Billing Setup > Record Type Receivable Options.

Adding Receivable Options for a Record Type

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 Permit Types from Functional Areas and then select the Manage Record Type Receivable Options task.

4. On the Receivable Options for Record Types page click Add.

5. On the Receivable options for record types drawer, enter values for the following fields:

   Page Element	Description
   Classification	Select the offering that the record type receivable options apply to. Values may include: LIC (Business Licenses) PMT (Permits) PZ (Planning and Zoning) CE (Code Enforcement)
   Record Type	Select the specific record type to which these receivable options apply.
   Payment Term and Memo Line Identifier	Enter an invoicing payment term and memo line identifier.
   Receivable Activity Name	Enter the receivable activity name that Oracle Permitting and Licensing assigns to payments with the selected record type when sending information to Oracle Receivables. Make sure that this value matches the value defined in Oracle Receivables exactly.

6. Click Save.

Modifying or Deleteing Receivable Options for a Record Type

1. On the Receivable Options for Record Types page, select the record type receivable options that you want to modify or delete.

2. On the Receivable options for record types drawer, you can:

   • Edit the receivable options fields.

     Note:

     You cannot change the value of the Classification and Record Type fields.

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

3. Click Save.