Set details

Set cloning field descriptions

The following fields are available by default when cloning a set.

Field	Description
Application Specific Information	Select this option to clone the Application Specific Information for each set member.
Additional Info	Select this option to clone the additional information for each set member.
Contacts	Select this option to clone the contacts for each set member.
Fees	Select from the following options. Clone All Fees: Select this option to clone all fees for all set members. Prompt for Each Member: Select this option to prompt for fee transfer come up for each set member. Click OK to transfer the fees for the set member, Click Cancel to reject the transfer of fees for the set member. Do Not Clone Fees: Select this option to reject the cloning of fees for set members.
From (Record ID)	Select the first Record ID in the range of Records you want to clone.
Inspection Conditions	Select this option to clone the inspection conditions for each set member.
Inspections	Select this option to clone the inspections for each set member.
To (Record ID)	From the drop-down list, select the end record ID in the range of records you want to clone.
Licensed Professionals	Select this option to clone the licensed professionals for each set member.
Locations	Specify how you want to handle Address and Parcel information. No Prompting: Civic Platform clones parcel and address information for each set member. (default) Prompt for Parcel: Civic Platform prompts the user to select parcels for each set member when cloning occurs. Prompt for Address: Civic Platform prompts the user to select addresses for each set member when cloning occurs. Parcels associated with a selected address attach to the record as well.
No. of Clones	Enter the number of records that you want to clone for each set member.
Preserve Dates	Select this option to clone the record related dates for each set member. If this is not marked, Civic Platform assigns standard record related dates.
Record Conditions	Select this option to clone the record conditions for each set member.
Related Records	Select this option to attach related records for each set member to the cloned record.
Status	Select the status that you want to apply to the cloned records.
Structure	Select this option to clone the structure for each set member.
Use Current Parcel Owner	Select this option to clone the owner of the primary parcel to the record owner. If you do not select this option, Civic Platform clones existing record owners. Civic Platform clones licensed professionals and contacts based on specifications in the associated fields on the page.
Workflow Status	Select this option to clone the workflow status for each cloned set member.
Workflow Task Specific Info	Select this option to clone the workflow task-specific information for each set member.

Record creation field descriptions

The following fields are available by default when creating a new record for a set.

Field	Description
Create new Record SET	Generates a new record set from the records created from the parcel set.
New Record SET ID	The Record SET ID for the new record set in this field. This field becomes enabled when you select the Create new Record SET option.
Parcels, Addresses, or Owners Locked	Use to define record creation parameters. Options are: Include: Generates records for all parcels independent of parcel or parcel address current conditions. Exclude: Generates records for all parcel set members except for parcels/parcel addresses with a lock condition applied). Reject: Generates records for all parcels set members except for parcels or parcel addresses with a ‘Locked’ condition applied.
Pending or Disabled Parcels	Use to define record creation parameters. Options are: Include: Generates records for all parcels independent of parcel or parcel address current status. Exclude: Generates records for all parcel set members except for parcels/parcel addresses with a status of Pending or Disabled. Reject: Generates records for all parcel set members except for parcels/parcel addresses with a status of Pending or Disabled.
Permit Type	Use to select the Permit Type required for the new Records.
Rejected Parcels SET ID	The Rejected Parcel Set ID name if you select the Reject option in the Parcels or Addresses with Locks field or the Pending or Disabled Parcels field. The rejected parcel set contains all the rejected parcels that were not used to generate records because of a condition or status.

Payment details for a set

The following fields are available by default when working with payment details for a set.

Field	Description
Amount	The total payment amount.
Bank Name	If you are receiving a credit card payment or check payment, this is the name of the bank that issued the credit card or check.
CC Auth Code	If you are receiving a credit card payment, this is the credit card number.
CC Exp Date	If you are receiving a credit card payment, this is the credit card’s expiration date.
CC Holder Name	If you are receiving a credit card payment, this is the name of the credit card holder as it appears on the credit card.
Check Holder’s E-mail	If you are receiving a check payment, this is the email address of the check holder.
Check Holder’s Name	If you are receiving a check payment, this is the name of the check holder.
Check Number	If you are receiving a check payment, this is the check number.
Check Type	The check type. For example, company or personal.
City	The city of the payor.
Comment	Comments to help identify or explain the reason for this payment. If there are any special circumstances for this payment, indicate them here.
Country/Region	The country or region of the payor.
Driver’s License	The drivers license number of the payor.
Method	The payment method. For example, choose Cash, Check, or Credit Card.
Payor	The name of the payor.
Phone Number	The phone number of the payor.
Received	The manner in which the payment was received. For example, In Person, Mail, or Fax.
Reference #	If you are receiving a check payment, this is the check number.
State	The state where the payor resides.
Trust Account	The number or code that identifies the terminal where you are accepting payment.
Zip	The zip code of the payor.

Set analysis field descriptions

The following fields are available by default for set analysis.

Field	Description
All Fees Paid	The sum of all Record related fees with fully paid invoiced fee items.
Fees Overpaid	The sum of all Record related fees with fully paid invoiced fee items and unapplied credits.
Fees Required	The sum of all Record related fees with at least one unpaid invoiced fee item.
Total Records	The total number of Records in the selected set of sets.
Total Fee Applied	The sum of all the applied fees for Record set members.
Total Fee Invoiced	The sum of all invoiced fees for Record set members.
Total Invoice Balance	The difference between the amount of money invoiced and the amount of money applied: the balance due.
Total Job Value	The total job value for all Records.

Payment processing fields

The following fields are available by default when processing payments for a set.

Field	Description
All Fees Paid	The sum of all Record related fees with fully paid invoiced fee items.
Cashier ID	The ID number for the cashier conducting the session.
Date	The cashier session date.
Set Member Records	The total number of Record set members in the set of sets.
Terminal #	The terminal number for the current cashiering session.
Total Balance	The total balance for all set of set Record members less the total credits.
Total Credits	The total accumulated credits for all set of set Record members.
Total Fee Applied	The sum of all the records for which fees have been applied, or paid.
Total Fee Assessed	The sum of all assessed fees, including invoiced and non-invoiced fees, for each record member in the selected set of sets.
Total Fee Invoiced	The amount of all invoiced fees for each Record member in the set of sets
Total Invoice Balance	This column displays the difference between the invoiced fees and the applied, or paid, fees.
Transactions	Use the check boxes under this heading to select Set payments to void.
Valuation	The total job value for all Record set members.

Fee items pay fields

The following fields are available by default when paying fee items for a set.

Field	Description
Amount Per Record	This is the amount you want to apply to each invoiced fee item for each Record member. When you enter an amount in this field, Civic Platform automatically calculates the Record count, Payment Amount, and Total.
Record Count	The total number of Records that will receive payment.
Fee	The total fee amount.
Fee Code	The code that indicates the type of fee assessed.
Fee Item	The description of the fee item.
Outstanding	The total outstanding balance on invoiced fee items for all Record members.
Paid	The total amount paid on invoiced fee items for all member Records.
Payment Amount	This field is auto-populated based on the amount you enter in the Amount Per Record field. For example, if you have a Fire Code Inspection fee for two Records with an unpaid amount of $100.00 and you enter $50.00 in the Amount Per Record field, then the Record Count field indicates that the two Records will receive payment and the Payment Amount field displays $100.00, which is the total amount to be applied: $50.00 for each Record. If you have multiple Records with the same fee item and you apply less than invoiced amount, then Civic Platform applies the amount to the first Record in the list of Record set members; the amount is not split between the two Records.
Quantity	The total number of invoiced fee items for Records in the selected set of sets.

Apply partial payment fields

The following fields are available by default when working with partial payments on a set.

Field	Description
Apply Credit	The is a credit amount to be applied to a specific invoice item. You can only enter credits in this field that are equal to or less than available credits.
Apply Payment	This field populates based on the Standard Choice FULL_PAY_ALLOCATION_OPTIONS. When the Standard Choice Value is set to Automatic, fees display and process based on priority. When the Standard Choice Value is set to Standard, fees display and process starting with the first on the list. The Full Paybutton reallocates amounts in the Apply Credits and Apply Payments fields based on the Standard Choice settings.
Available Credit	This field displays available credit for each set of sets Record member with outstanding invoiced fee items.
Fee	The amount to be paid.
Fee Code	The code representing the type of fee assessed.
Fee Item	The description of the fee item.
Invoiced Date	The date the fee item was invoiced.
Invoice #	The fee item invoice number.
Outstanding	The unpaid amount on the invoiced fee item.
Paid	The amount paid towards the invoiced fee item.
Payment Period	The payment period for the invoiced fee item.
Priority	The priority level of the invoiced fee item.
Quantity	This field indicates the quantity of invoiced fee items for individual Records.
Record ID	The ID number for the Record with outstanding invoiced fee items.

Fee analysis fields

The following fields are available by default when working with fee analysis on a set.

Field	Description
Record ID	This field displays the Record ID or Alternative ID for all Record members in the selected set of sets.
Total Fee Applied	The sum of the applied amounts for each Record member in the selected set of sets.
Total Fee Assessed	The sum of all assessed fees, including invoiced and non-invoiced fees, for each Record member in the selected set of sets.
Total Fee Invoiced	The amount of all invoiced fees for each Record member in the set of sets.
Total Invoice Balance	This column displays the difference between the invoiced fees and the applied, or paid, fees.